CIK: 0001730480
Total reported value
$53.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 65.88% | — | +1.05% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 27.78% | — | -1.99% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.88% | — | +11.22% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.22% | — | — | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.19% | — | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.04% | — | -95.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.6% | +1.05% | Add |
| 2 | BSV | Vanguard Short-term Bond ETF | +0.6% | +11.22% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | — | — | Unchanged |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | — | Unchanged |
| 5 | VT | Vanguard Tot World Stk ETF | -0.5% | -1.99% | Trim |
| 6 | VEA | Vanguard Ftse Developed ETF | -0.8% | -95.13% | Trim |