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 | 56.11% | -0.91% | +23.86% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 42.23% | +1.67% | +29.48% | |
| 3 | ✓ | Offerpad Solutions INC | Stock-Other | 1.66% | -0.75% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | +3.4% | +29.48% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +2% | +23.86% | Add |
| 3 | ✓ | Offerpad Solutions INC | -5.3% | — | Unchanged |