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 | 61.19% | -6.77% | -19.49% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 15.83% | +1.46% | +8.58% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.93% | +3.49% | +0.53% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-Other | 3.76% | — | -3.27% | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 3.43% | — | +16.74% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.01% | +0.49% | +0.23% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.85% | +0.13% | +18.65% |