CIK: 0001766789
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 22.78% | — | +35.61% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 19.31% | — | +33.53% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 15.53% | — | +7.97% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 13.88% | — | +7.52% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.26% | — | +7.70% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-Other | 10.69% | — | +49.40% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.54% | — | +8.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +2.5% | +35.61% | Add |
| 2 | VNQ | Vanguard Real Estate ETF | +2.3% | +49.40% | Add |
| 3 | EFA | Ishares Msci Eafe ETF | +1.3% | +33.53% | Add |
| 4 | VWO | Vanguard Ftse Emerging Marke | -1% | +8.01% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | -1.1% | +7.70% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.9% | +7.97% | Add |
| 7 | IJR | Ishares Core S&p Small-cap E | -2.1% | +7.52% | Add |