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 | 54.24% | — | -1.72% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 30.65% | — | — | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-Other | 13.16% | — | +0.10% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.95% | — | — | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.54% | — | +18.39% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 0.46% | — | -29.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | — | EXIT | Sold out |
| 2 | VT | Vanguard Tot World Stk ETF | — | EXIT | Sold out |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | — | EXIT | Sold out |
| 4 | BND | Vanguard Total Bond Market | — | EXIT | Sold out |
| 5 | BSV | Vanguard Short-term Bond ETF | — | EXIT | Sold out |