CIK: 0001760304
Total reported value
$541.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 15.96% | -0.08% | — | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 13.05% | — | — | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 10.95% | — | — | |
| 4 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 6.94% | -0.03% | — | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 6.91% | — | — | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.52% | -0.04% | — | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 4.51% | — | — | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.95% | — | — | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.66% | -0.03% | — | |
| 10 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.81% | — | — | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 2.51% | +0.02% | — | |
| 12 | EWX | State Street Spdr S&p Emergi | ETF-Other | 2.23% | — | — | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.72% | — | — | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.69% | — | — | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 1.69% | -0.01% | — | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.67% | — | — | |
| 17 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.41% | -0.07% | — | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.36% | -0.06% | — | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.20% | — | — | |
| 20 | BFAM | Bright Horizons Family Solut | Stock-Consumer Disc | 0.96% | -1.11% | — | |
| 21 | EPD | Enterprise Products Partners | Stock-Energy | 0.89% | — | — | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.87% | — | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | — | — | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.02% | — | |
| 25 | AAPL | Apple INC | Stock-Tech | 0.47% | -0.05% | — | |
| 26 | AAL | American Airlines Group INC | Stock-Industrials | 0.46% | — | — | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.42% | — | — | |
| 28 | OKE | Oneok INC | Stock-Energy | 0.40% | — | — | |
| 29 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.39% | — | — | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.36% | — | — | |
| 31 | VZ | Verizon Communications INC | Stock-Comm Services | 0.34% | — | — | |
| 32 | PFE | Pfizer INC | Stock-Healthcare | 0.30% | — | — | |
| 33 | HD | Home Depot INC | Stock-Consumer Disc | 0.29% | — | — | |
| 34 | WBA | Walgreens Boots Alliance INC | Stock-Other | 0.26% | — | — | |
| 35 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.24% | — | — | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.24% | — | — | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.23% | — | — | |
| 38 | PEP | Pepsico INC | Stock-Consumer Staples | 0.21% | — | — | |
| 39 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.20% | — | — | |
| 40 | HDV | Ishares Core High Dividend E | ETF-Other | 0.20% | — | — | |
| 41 | PBCTEUR | People's United Financial | Stock-Other | 0.17% | — | — | |
| 42 | RDFN | Redfin CORP | Stock-Other | 0.14% | — | — | |
| 43 | ✓ | Atento S A | Stock-Other | 0.04% | — | — |