CIK: 0001711360
Total reported value
$154.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 56.21% | -0.26% | — | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 26.54% | +0.48% | — | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-Other | 9.68% | +0.01% | — | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.30% | +0.27% | — | |
| 5 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.27% | — | — |