CIK: 0001717825
Total reported value
$199.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 68.07% | — | +7.14% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 22.39% | — | +18.53% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.98% | +0.08% | — | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.56% | — | +190.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | +2.2% | +190.97% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +1.8% | +18.53% | Add |
| 3 | VNQ | Vanguard Real Estate ETF | -1.1% | — | Unchanged |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | -3% | +7.14% | Add |