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 | 20.03% | — | -14.29% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 17.48% | — | -10.45% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 16.11% | — | +14.14% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 13.32% | — | -17.77% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 13.26% | — | +12.63% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-Other | 10.32% | — | -3.84% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 9.47% | — | +44.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | +2.9% | +44.89% | Add |
| 2 | IJR | Ishares Core S&p Small-cap E | +2.2% | +14.14% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +2% | +12.63% | Add |
| 4 | VNQ | Vanguard Real Estate ETF | -0.4% | -3.84% | Trim |
| 5 | EFA | Ishares Msci Eafe ETF | -1.8% | -10.45% | Trim |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.2% | -17.77% | Trim |
| 7 | IJH | Ishares Core S&p Midcap ETF | -2.8% | -14.29% | Trim |