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 | 73.83% | — | +10.84% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 24.75% | — | -1.95% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.32% | — | -66.86% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.11% | — | -0.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +3.9% | +10.84% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | — | -0.41% | Trim |
| 3 | VT | Vanguard Tot World Stk ETF | -1.7% | -1.95% | Trim |
| 4 | BSV | Vanguard Short-term Bond ETF | -2.3% | -66.86% | Trim |