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 | 19.98% | — | — | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 17.56% | — | +0.70% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 15.72% | — | -1.93% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 13.39% | — | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 13.27% | — | -0.54% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-Other | 10.96% | — | -0.67% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 9.12% | — | +0.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Real Estate ETF | +0.6% | -0.67% | Trim |
| 2 | EFA | Ishares Msci Eafe ETF | +0.1% | +0.70% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Unchanged |
| 4 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.54% | Trim |
| 5 | IJH | Ishares Core S&p Midcap ETF | -0.1% | — | Unchanged |
| 6 | VWO | Vanguard Ftse Emerging Marke | -0.4% | +0.78% | Add |
| 7 | IJR | Ishares Core S&p Small-cap E | -0.4% | -1.93% | Trim |