CIK: 0001664772
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 13.72% | — | -0.73% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.26% | — | +0.94% | |
| 3 | AMZN | Amazon.com INC | Stock-Consumer Disc | 7.95% | — | +0.67% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.96% | — | +14.36% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.55% | — | +8.97% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.76% | — | +8.27% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.61% | — | +2.83% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.89% | — | +9.23% | |
| 9 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 3.48% | — | +30.40% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 3.20% | — | +8.09% | |
| 11 | USRT | Ishares Core US Reit ETF | ETF-Other | 2.93% | — | +7.54% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.44% | — | -0.75% | |
| 13 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.39% | — | +5.04% | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.17% | — | +34.78% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.99% | — | -0.68% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.63% | — | +10.68% | |
| 17 | AAPL | Apple INC | Stock-Tech | 1.36% | — | -2.62% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.33% | — | -1.35% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.31% | — | -3.36% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.16% | — | -2.95% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | — | -25.50% | |
| 22 | ESGE | Ishares INC Ishares Esg Awar | ETF-Other | 0.95% | — | +29.49% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.91% | — | +2.93% | |
| 24 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.58% | — | +45.09% | |
| 25 | TSLA | Tesla INC | Stock-Consumer Disc | 0.57% | — | -3.26% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | — | -7.64% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.46% | — | -1.38% | |
| 28 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.42% | — | -0.54% | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.41% | — | — | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.40% | — | +0.00% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.38% | — | -23.58% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | — | -10.64% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | — | -9.70% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | — | +4.26% | |
| 35 | MSCI | Msci INC | Stock-Financials | 0.33% | — | — | |
| 36 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.33% | — | +2.20% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | — | -4.80% | |
| 38 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.32% | — | +4.40% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.29% | — | -4.59% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.29% | — | -0.42% | |
| 41 | U | Unity Software INC | Stock-Tech | 0.25% | — | +121.17% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | — | -0.59% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.24% | — | +5.67% | |
| 44 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.23% | — | +48.19% | |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.21% | — | -16.67% | |
| 46 | HD | Home Depot INC | Stock-Consumer Disc | 0.20% | — | +7.16% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.18% | — | -0.18% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.17% | — | +22.18% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.17% | — | +5.99% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.17% | — | — |