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 | 78.04% | — | -7.96% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 18.85% | — | +0.05% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.43% | — | — | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 0.98% | — | +25.09% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.70% | — | +14.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | +1.1% | +0.05% | Add |
| 2 | BND | Vanguard Total Bond Market | +0.2% | +25.09% | Add |
| 3 | BSV | Vanguard Short-term Bond ETF | +0.1% | +14.26% | Add |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | — | — | Unchanged |
| 5 | VOO | Vanguard S&p 500 ETF | -1.3% | -7.96% | Trim |