CIK: 0001717825
Total reported value
$199.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 65.40% | -4.20% | +15.36% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 20.22% | -1.17% | — | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-Other | 14.37% | +0.08% | +0.85% |