CIK: 0001676623
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 43.51% | — | +0.34% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.28% | — | +25.92% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-Other | 16.68% | — | +0.32% | |
| 4 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 13.61% | — | +193.90% | |
| 5 | ISRA | Vaneck Israel ETF | ETF-Other | 4.05% | — | — | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.76% | — | — | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.11% | — | +303.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | +7.3% | +193.90% | Add |
| 2 | EEM | Ishares Msci Emerging Market | +1.4% | +303.86% | Add |
| 3 | SCHO | Schwab Short-term US Treas | -0.9% | +0.32% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | -1.3% | +25.92% | Add |
| 5 | ISRA | Vaneck Israel ETF | -1.4% | — | Unchanged |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | -2.3% | +0.34% | Add |
| 7 | XOM | Exxon Mobil CORP | -2.7% | — | Unchanged |