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 | 43.58% | +3.49% | +101.52% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 25.38% | -6.77% | +97.43% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 12.24% | — | +62.81% | |
| 4 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 10.63% | — | +98.68% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.55% | +0.49% | +35.73% | |
| 6 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 2.62% | — | +104.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +7.8% | +101.52% | Add |
| 2 | EEMV | Ishares Msci Emg Mkt Min Vol | -0.1% | +104.00% | Add |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.3% | +98.68% | Add |
| 4 | MUB | Ishares National Muni Bond E | -0.6% | +62.81% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | -1.9% | +97.43% | Add |
| 6 | IJR | Ishares Core S&p Small-cap E | -4.8% | +35.73% | Add |