CIK: 0001472787
Total reported value
$369.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 52.52% | -0.91% | -4.97% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 37.87% | +1.67% | -3.30% | |
| 3 | ✓ | Offerpad Solutions INC | Stock-Other | 7.64% | -0.75% | — | |
| 4 | COMP | Compass INC - Class A | Stock-Real Estate | 1.96% | — | — |