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 | 61.12% | — | +3.99% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 25.02% | — | +7.41% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 9.81% | — | +13.30% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.05% | +0.08% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | +0.7% | +13.30% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.1% | +7.41% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | +3.99% | Add |
| 4 | VNQ | Vanguard Real Estate ETF | -0.4% | — | Unchanged |