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 | 41.83% | — | +0.17% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 24.11% | — | -19.60% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-Other | 14.55% | — | +0.28% | |
| 4 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 12.46% | — | +0.78% | |
| 5 | ISRA | Vaneck Israel ETF | ETF-Other | 4.45% | — | -21.07% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.61% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | +1.7% | +0.78% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.5% | — | Unchanged |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | +0.3% | +0.17% | Add |
| 4 | SCHO | Schwab Short-term US Treas | +0.1% | +0.28% | Add |
| 5 | ISRA | Vaneck Israel ETF | -0.1% | -21.07% | Trim |
| 6 | VOO | Vanguard S&p 500 ETF | -2.5% | -19.60% | Trim |