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 | 65.19% | — | +8.03% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 22.23% | — | +18.61% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.71% | — | +165.63% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.87% | +0.08% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | +4.2% | +165.63% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | -0.2% | +18.61% | Add |
| 3 | VNQ | Vanguard Real Estate ETF | -1.1% | — | Unchanged |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.9% | +8.03% | Add |