CIK: 0001676623
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 25.81% | — | +0.91% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 21.55% | — | +0.74% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 17.40% | — | +0.73% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-Other | 14.01% | — | +471.83% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 8.56% | — | +0.74% | |
| 6 | WCLD | Wisdomtree Cloud Computing | ETF-Other | 7.89% | — | — | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 1.97% | — | -12.76% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.71% | — | +0.91% | |
| 9 | ISRA | Vaneck Israel ETF | ETF-Other | 1.09% | — | +1.24% |