CIK: 0001743941
Total reported value
$2.3B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.16% | -2.18% | +61.60% | |
| 2 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 12.91% | -1.00% | +25.57% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 11.35% | -0.76% | +40.39% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 10.20% | — | +62.53% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 10.07% | +0.70% | +27.19% | |
| 6 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 5.79% | +0.06% | +46.28% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.69% | — | -80.64% | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.64% | -0.94% | — | |
| 9 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 3.49% | +0.21% | -0.39% | |
| 10 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 3.29% | — | -0.18% | |
| 11 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 2.93% | — | +20.88% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.50% | +0.79% | -49.12% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.05% | -0.04% | +192.87% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 1.57% | — | +7.75% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.46% | +0.06% | +36.40% | |
| 16 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 1.42% | +0.02% | +15.43% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.34% | -0.96% | -51.34% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.25% | — | +46.60% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | -0.74% | -0.62% | |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.08% | — | +2.49% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.97% | -0.58% | -66.31% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 0.82% | +0.01% | -50.93% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.63% | +0.07% | +17.14% | |
| 24 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.58% | — | -9.62% | |
| 25 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.39% | — | -0.31% | |
| 26 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.37% | — | -0.91% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.31% | +0.03% | — | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.28% | -1.19% | -68.18% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.22% | — | +6.53% | |
| 30 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.21% | — | — | |
| 31 | SCHH | Schwab US Reit ETF | ETF-Other | 0.17% | +0.34% | — | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.14% | -0.22% | -37.48% | |
| 33 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.08% | — | -22.25% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.08% | -0.14% | +8.10% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.08% | +0.04% | -20.68% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.08% | — | — | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.06% | — | — | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.06% | — | -71.04% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.06% | — | -12.11% | |
| 40 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.04% | — | — | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.03% | — | +2.32% |