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 | 76.68% | — | +1.01% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 19.21% | — | -35.98% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.82% | — | +31.06% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 1.68% | — | — | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.62% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +6.4% | +1.01% | Add |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | +0.8% | +31.06% | Add |
| 3 | VT | Vanguard Tot World Stk ETF | -9.5% | -35.98% | Trim |
| 4 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 5 | BSV | Vanguard Short-term Bond ETF | — | NEW | New buy |