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 | 77.77% | -4.20% | +10.08% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-Other | 12.95% | +0.08% | +0.84% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 9.28% | -1.17% | -17.26% |