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 | 54.14% | -0.91% | -7.28% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 38.87% | +1.67% | -9.83% | |
| 3 | ✓ | Offerpad Solutions INC | Stock-Other | 7.00% | -0.75% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Offerpad Solutions INC | +3.8% | — | Unchanged |
| 2 | VOO | Vanguard S&p 500 ETF | -1.4% | -7.28% | Trim |
| 3 | VXUS | Vanguard Total Intl Stock | -2.4% | -9.83% | Trim |