CIK: 0001752758
Total reported value
$589.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.96% | -0.13% | +4.12% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.81% | — | +5.70% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-Other | 9.97% | — | +7.55% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 8.31% | — | +11.55% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 8.05% | +0.01% | +5.13% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 7.60% | -0.46% | +1.84% | |
| 7 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 7.34% | -0.05% | EXIT | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 6.66% | -0.01% | +4.60% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.46% | — | -0.01% | |
| 10 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 3.28% | — | +2.52% | |
| 11 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 3.26% | +0.04% | +11.47% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.01% | — | +34.02% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.68% | -0.12% | +2.67% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.60% | -0.97% | +11.63% | |
| 15 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.21% | — | +3.43% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.87% | -0.09% | -0.78% | |
| 17 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.84% | — | +32.61% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 0.74% | — | +0.41% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.60% | -0.11% | +12.08% | |
| 20 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.47% | — | -2.31% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.42% | +0.24% | -2.99% | |
| 22 | AAPL | Apple INC | Stock-Tech | 0.42% | — | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.33% | -0.21% | +8.99% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | -0.06% | -4.48% | |
| 25 | KXI | Ishares Global Consumer Stap | ETF-Other | 0.29% | — | — | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.28% | — | +294.56% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.27% | — | +8.50% | |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.25% | — | +27.49% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | +0.06% | -0.19% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.23% | — | -0.41% | |
| 31 | HD | Home Depot INC | Stock-Consumer Disc | 0.22% | — | +2.97% | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.21% | — | +0.74% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.20% | — | -0.60% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.19% | — | -1.81% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | — | — | |
| 36 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.18% | — | +0.38% | |
| 37 | TSLA | Tesla INC | Stock-Consumer Disc | 0.17% | — | -2.90% | |
| 38 | PICK | Ishares Msci Global Metals & | ETF-Other | 0.16% | — | +2.62% | |
| 39 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.16% | — | +23.48% | |
| 40 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.15% | — | — | |
| 41 | PBW | Invesco Wilderhill Clean Ene | ETF-Other | 0.14% | — | +14.21% | |
| 42 | NEE | Nextera Energy INC | Stock-Utilities | 0.13% | +0.03% | — | |
| 43 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.10% | — | +0.65% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.10% | — | +5.78% | |
| 45 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.10% | — | -9.99% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.09% | — | -1.51% | |
| 47 | MMM | 3m Co | Stock-Industrials | 0.09% | — | -6.15% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.09% | — | — | |
| 49 | VPU | Vanguard Utilities ETF | ETF-Other | 0.09% | — | — | |
| 50 | T | At&t INC | Stock-Comm Services | 0.09% | — | +8.59% |