CIK: 0001784277
Total reported value
$689.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 16.29% | -0.17% | — | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 11.96% | -0.22% | — | |
| 3 | ILCV | Ishares Morningstar Value Et | ETF-Other | 8.56% | -0.46% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.20% | -0.16% | — | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.73% | +0.06% | — | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.43% | — | — | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.84% | +0.03% | — | |
| 8 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 4.44% | -0.14% | — | |
| 9 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 4.16% | +0.05% | — | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.72% | — | — | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.70% | — | — | |
| 12 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 3.63% | +0.26% | — | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.02% | — | — | |
| 14 | SCHH | Schwab US Reit ETF | ETF-Other | 2.37% | — | — | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.00% | -1.05% | — | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.81% | +0.25% | — | |
| 17 | ISCV | Ishares Morningstar Small-ca | ETF-Other | 1.78% | -0.02% | — | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 1.50% | -0.20% | — | |
| 19 | ISCG | Ishares Morningstar Small-ca | ETF-Other | 1.26% | +0.09% | — | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.19% | — | — | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.26% | — | — | |
| 22 | VPU | Vanguard Utilities ETF | ETF-Other | 0.08% | — | — | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 0.02% | -0.14% | — | |
| 24 | XLB | Ss Materials Select Sector | ETF-Other | 0.02% | — | — |