CIK: 0001910344
Total reported value
$1.3B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 58.64% | -2.22% | -4.25% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 15.67% | -0.76% | +4.37% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.13% | +0.25% | +0.24% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.56% | -0.58% | +2.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | +0.7% | -4.25% | Trim |
| 2 | AGG | Ishares Core U.s. Aggregate | -0.1% | +2.64% | Add |
| 3 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | +4.37% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | -0.5% | +0.24% | Trim |