CIK: 0001676623
Total reported value
—
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 28.24% | — | +64.77% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 23.13% | — | +0.50% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 20.42% | — | -13.79% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 10.01% | — | +32.79% | |
| 5 | WCLD | Wisdomtree Cloud Computing | ETF-Other | 9.91% | — | — | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.90% | — | -71.21% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.11% | — | -11.31% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.99% | — | -23.02% | |
| 9 | ISRA | Vaneck Israel ETF | ETF-Other | 1.29% | — | — |