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 | 79.36% | — | +0.83% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 17.79% | — | +0.12% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.43% | — | -16.79% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 0.81% | — | -23.50% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.61% | — | -13.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.6% | +0.83% | Add |
| 2 | VT | Vanguard Tot World Stk ETF | +0.5% | +0.12% | Add |
| 3 | BSV | Vanguard Short-term Bond ETF | -0.2% | -13.53% | Trim |
| 4 | BND | Vanguard Total Bond Market | -0.4% | -23.50% | Trim |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | -0.5% | -16.79% | Trim |