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 | 69.91% | — | +3.04% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 26.41% | — | — | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.57% | — | +12.81% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.11% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.2% | +3.04% | Add |
| 2 | BSV | Vanguard Short-term Bond ETF | +0.1% | +12.81% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 4 | VT | Vanguard Tot World Stk ETF | -1.3% | — | Unchanged |