CIK: 0001762294
Total reported value
$425.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 61.64% | -2.43% | — | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 16.79% | -0.01% | — | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-Other | 13.94% | — | — | |
| 4 | MUB | Ishares National Muni Bond E | ETF-Other | 1.79% | — | — | |
| 5 | UCB | United Community Banks/ga | Stock-Financials | 1.13% | +0.02% | NEW | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.90% | +0.04% | — | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.84% | — | — | |
| 8 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.79% | — | — | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | — | — | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.39% | — | — | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.37% | +0.13% | — | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 0.25% | — | — | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.25% | — | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.20% | -0.15% | — | |
| 15 | SMBK | Smartfinancial INC | Stock-Other | 0.20% | — | — |