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 | 52.93% | — | -4.38% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 31.23% | — | +0.10% | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-Other | 13.18% | — | +0.08% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.95% | — | — | |
| 5 | BEPC | Brookfield Renewable Corporation | Stock-Utilities | 0.75% | — | — | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.53% | — | -3.39% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 0.43% | — | -8.23% |