CIK: 0001773830
Total reported value
$1.7B
Showing top 200 holdings (of 236 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 30.05% | +1.44% | -0.18% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 8.89% | -0.61% | +6.09% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.65% | +0.11% | -0.14% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.43% | -0.34% | +3.98% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.80% | +0.03% | -5.34% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.19% | +0.05% | +0.64% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.57% | -0.18% | +3.02% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.50% | +0.29% | +2.50% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 1.66% | +0.07% | -1.71% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.64% | +0.05% | -3.30% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.41% | +0.03% | +1.95% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.27% | — | +0.72% | |
| 13 | VPU | Vanguard Utilities ETF | ETF-Other | 1.15% | — | -2.26% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.06% | — | +7.27% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | +0.04% | +0.12% | |
| 16 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.99% | — | -0.62% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.98% | -0.05% | -1.76% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.97% | — | -0.22% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.89% | -0.06% | +5.09% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.88% | +0.04% | +0.00% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.80% | -0.02% | -0.71% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.78% | — | -3.35% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.73% | +0.04% | -2.26% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-Other | 0.70% | — | -0.68% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.63% | — | +0.10% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.59% | — | +0.59% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.59% | -0.02% | -6.52% | |
| 28 | AAPL | Apple INC | Stock-Tech | 0.58% | +0.13% | -3.97% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.56% | +0.04% | -3.92% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.56% | +0.04% | -3.27% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.54% | -0.02% | -2.08% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.50% | +0.01% | +0.20% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.48% | — | -0.08% | |
| 34 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.47% | — | -3.21% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.46% | -0.11% | +15.86% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.45% | — | +0.91% | |
| 37 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.39% | — | -1.57% | |
| 38 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.37% | +0.04% | -2.41% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.36% | +0.04% | -0.26% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | — | -11.12% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.36% | — | +11.40% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.36% | +0.03% | +2.82% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.33% | — | -2.89% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.28% | — | — | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | +0.01% | +0.42% | |
| 46 | IAU | Ishares Gold Trust | ETF-Commodities | 0.26% | -0.09% | — | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.26% | +0.07% | -1.21% | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.25% | — | — | |
| 49 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.24% | — | -3.64% | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | — | -1.86% |