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 | 78.81% | — | -7.58% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 17.31% | — | -10.85% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.90% | — | +9.25% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 1.19% | — | -26.44% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.79% | — | +36.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.6% | -7.58% | Trim |
| 2 | BSV | Vanguard Short-term Bond ETF | +0.2% | +36.90% | Add |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | +9.25% | Add |
| 4 | BND | Vanguard Total Bond Market | -0.4% | -26.44% | Trim |
| 5 | VT | Vanguard Tot World Stk ETF | -0.6% | -10.85% | Trim |