CIK: 0001774727
Total reported value
$465.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 49.08% | -6.77% | +4.61% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 34.27% | +3.49% | +9.59% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 11.29% | +1.46% | +38.51% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-Other | 2.26% | — | +13.83% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.50% | +0.49% | +14.96% | |
| 6 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.27% | — | +7.97% | |
| 7 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.32% | — | +8.71% |