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 | 77.26% | -4.20% | -1.85% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 13.10% | -1.17% | +209.16% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-Other | 9.64% | +0.08% | +1.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +41.5% | -1.85% | Add |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | -6.1% | +209.16% | Add |
| 3 | VNQ | Vanguard Real Estate ETF | -8.1% | +1.03% | Add |
| 4 | VWO | Vanguard Ftse Emerging Marke | — | EXIT | Sold out |