CIK: 0001894206
Total reported value
$264.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 20.05% | +0.40% | — | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 15.46% | -0.02% | — | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 14.38% | -0.15% | — | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-Other | 10.03% | +0.23% | — | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 9.63% | -0.29% | — | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 8.17% | +0.70% | — | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.79% | -0.55% | — | |
| 8 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 4.88% | -0.17% | — | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.44% | -0.09% | — | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.43% | -0.39% | — | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.73% | +0.03% | — | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.14% | +0.47% | — | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.80% | — | — | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 0.71% | — | — | |
| 15 | HD | Home Depot INC | Stock-Consumer Disc | 0.50% | -0.01% | — | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.04% | — | |
| 17 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.23% | — | — | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.20% | +0.05% | — |