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 | 54.94% | -0.26% | +1.01% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 26.17% | +0.48% | +1.52% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 9.07% | +0.27% | +0.40% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-Other | 8.89% | +0.01% | +2.20% | |
| 5 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.93% | +0.01% | +0.24% |