CIK: 0001774727
Total reported value
$465.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 35.79% | +3.49% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 27.29% | -6.77% | — | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 12.88% | — | — | |
| 4 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 10.92% | — | — | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 10.38% | +0.49% | — | |
| 6 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 2.73% | — | — |