CIK: 0001773830
Total reported value
$1.7B
Showing top 200 holdings (of 211 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.28% | +1.44% | — | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.74% | — | — | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 4.31% | +0.07% | — | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.10% | — | — | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.97% | -0.34% | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.25% | +0.11% | — | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.22% | +0.03% | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.13% | +0.01% | — | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.08% | -0.18% | — | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.99% | +0.05% | — | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.79% | +0.05% | — | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 2.71% | -0.61% | — | |
| 13 | VPU | Vanguard Utilities ETF | ETF-Other | 2.17% | — | — | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.62% | -0.11% | — | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.61% | +0.03% | — | |
| 16 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.61% | — | — | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.59% | — | — | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.45% | — | — | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.41% | -0.02% | — | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.35% | +0.04% | — | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.06% | -0.05% | — | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | +0.04% | — | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.93% | +0.04% | — | |
| 24 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.90% | — | — | |
| 25 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.86% | +0.04% | — | |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.85% | — | — | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.81% | — | — | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.79% | -0.06% | — | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.79% | +0.01% | — | |
| 30 | PFF | Ishares Preferred & Income S | ETF-Other | 0.77% | — | — | |
| 31 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.71% | — | — | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.67% | — | — | |
| 33 | AAPL | Apple INC | Stock-Tech | 0.67% | +0.13% | — | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.66% | +0.04% | — | |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.66% | — | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | — | — | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.55% | — | — | |
| 38 | WRKUSD | Westrock Co | Stock-Other | 0.55% | — | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | +0.04% | — | |
| 40 | VV | Vanguard Large-cap ETF | ETF-Other | 0.50% | — | — | |
| 41 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.45% | — | — | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.44% | +0.04% | — | |
| 43 | SCHH | Schwab US Reit ETF | ETF-Other | 0.41% | — | — | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.35% | — | — | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.35% | — | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | — | — | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.32% | — | — | |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.31% | — | — | |
| 49 | NGVT | Ingevity CORP | Stock-Other | 0.31% | — | — | |
| 50 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.30% | — | — |