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 | 66.24% | -6.77% | +0.06% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 13.45% | +1.46% | -6.02% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.71% | +3.49% | -19.88% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-Other | 3.56% | — | -4.97% | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 2.57% | — | +13.36% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.83% | +0.49% | -0.62% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.64% | +0.13% | — |