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 | 61.87% | — | +2.71% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 19.79% | — | -38.14% | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-Other | 14.32% | — | +0.15% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.35% | — | — | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.98% | — | — | |
| 6 | BEPC | Brookfield Renewable Corporation | Stock-Utilities | 0.80% | — | +9.02% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.50% | — | -7.83% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 0.40% | — | -7.43% |