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 | 38.11% | -2.43% | -0.32% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 30.15% | — | -0.20% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 12.77% | -0.01% | +3.16% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.08% | -0.15% | -2.09% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.26% | +0.13% | +1.02% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.43% | +0.04% | -2.58% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.33% | — | +0.37% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.24% | — | -12.20% | |
| 9 | AAPL | Apple INC | Stock-Tech | 0.24% | -0.03% | +0.07% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.16% | — | -29.42% | |
| 11 | TSLA | Tesla INC | Stock-Consumer Disc | 0.15% | +0.01% | NEW | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.08% | — | +0.35% |