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 | 75.12% | — | +0.96% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 22.96% | — | +0.19% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.78% | — | -28.27% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.62% | — | +113.29% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | — | -25.06% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.10% | — | +1.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.4% | +0.96% | Add |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | +0.3% | +113.29% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | — | +1.94% | Add |
| 4 | VEA | Vanguard Ftse Developed ETF | -0.2% | -25.06% | Trim |
| 5 | VT | Vanguard Tot World Stk ETF | -0.3% | +0.19% | Add |
| 6 | BSV | Vanguard Short-term Bond ETF | -0.3% | -28.27% | Trim |