CIK: 0001743941
Total reported value
$2.3B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.30% | -0.04% | +167.58% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 9.20% | — | -58.07% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 8.98% | +0.70% | +10.56% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.91% | -0.76% | +36.52% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.18% | -2.18% | +120.95% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.79% | — | -52.61% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 5.21% | -1.00% | +11.71% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.79% | — | +60.64% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.31% | -0.74% | +510.50% | |
| 10 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 3.77% | +0.06% | +89.44% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.10% | — | +15.86% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.37% | +0.07% | +129.47% | |
| 13 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 2.37% | — | +814.71% | |
| 14 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 2.27% | — | — | |
| 15 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 2.26% | +0.21% | +2.20% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.88% | -0.14% | +6433900.00% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.84% | +0.06% | +39.23% | |
| 18 | IAUUSD | Ishares Gold Trust | ETF-Commodities | 1.62% | — | — | |
| 19 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.58% | — | +0.32% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.46% | — | +9.26% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 1.46% | +0.01% | +720.89% | |
| 22 | JPFP | JPMorgan Managed Futures Plus ETF | ETF-Other | 1.35% | — | +54.54% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.32% | -0.22% | -0.70% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.32% | — | +44.14% | |
| 25 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 1.31% | — | +166.46% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.16% | — | -1.81% | |
| 27 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.74% | — | — | |
| 28 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.60% | — | +84.28% | |
| 29 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.57% | — | +5.00% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.38% | — | -1.27% | |
| 31 | EWY | Ishares Msci South Korea ETF | ETF-Other | 0.16% | — | — | |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.16% | — | +41.60% | |
| 33 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.12% | — | -4.94% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.10% | — | +3445.56% | |
| 35 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.03% | — | +100.00% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.01% | — | — | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.01% | — | — | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-Other | — | +0.04% | — |