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 | 74.89% | — | -4.11% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 22.98% | — | -2.06% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.20% | — | +185.80% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.94% | — | +44.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.8% | +185.80% | Add |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | +0.3% | +44.50% | Add |
| 3 | VT | Vanguard Tot World Stk ETF | 0% | -2.06% | Trim |
| 4 | VOO | Vanguard S&p 500 ETF | -0.2% | -4.11% | Trim |
| 5 | BSV | Vanguard Short-term Bond ETF | — | EXIT | Sold out |
| 6 | IEFA | Ishares Core Msci Eafe ETF | — | EXIT | Sold out |