CIK: 0001887502
Total reported value
$10.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 62.06% | -1.12% | +0.24% | |
| 2 | VTC | Vanguard Total Corporate Bnd | ETF-Corp Bonds | 37.94% | +1.09% | +1.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | +2.2% | +0.24% | Add |
| 2 | VTC | Vanguard Total Corporate Bnd | -2.2% | +1.61% | Add |