CIK: 0001729139
Total reported value
$193.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 72.45% | — | -15.46% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 14.00% | — | — | |
| 3 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 10.05% | — | — | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.49% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | -27.6% | -15.46% | Trim |
| 2 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 3 | ACWI | Ishares Msci Acwi ETF | — | NEW | New buy |
| 4 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |