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 | 61.59% | -6.77% | -2.51% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 15.43% | +1.46% | -1.61% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.56% | +3.49% | -7.67% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-Other | 3.67% | — | +1.35% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.09% | +0.58% | — | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.03% | +0.49% | +7.31% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.25% | — | +417700.00% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.76% | +0.13% | -9.57% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.62% | — | +7374.56% |