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 | 62.91% | -6.77% | -0.81% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 14.73% | +3.49% | -8.92% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 14.35% | +1.46% | -0.86% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-Other | 3.69% | — | +2.95% | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 2.07% | — | +5.42% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.73% | +0.49% | -1.50% | |
| 7 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.52% | — | +1.49% |