CIK: 0001691813
Total reported value
$195.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 34.32% | +0.65% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 27.72% | -1.05% | — | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 23.99% | +0.09% | — | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 7.35% | +0.02% | — | |
| 5 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.85% | +0.15% | — | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.77% | +0.13% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.5% | — | Unchanged |
| 2 | EEM | Ishares Msci Emerging Market | +0.1% | — | Unchanged |
| 3 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | — | Unchanged |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | — | Unchanged |
| 5 | BSV | Vanguard Short-term Bond ETF | -0.2% | — | Unchanged |
| 6 | IWR | Ishares Russell Mid-cap ETF | -0.3% | — | Unchanged |