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 | 74.83% | — | -0.88% | |
| 2 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 16.34% | — | +58.54% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.30% | — | -62.13% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.52% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | +6.3% | +58.54% | Add |
| 2 | RSP | Invesco S&p 500 Equal Weight | +2.4% | -0.88% | Trim |
| 3 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 4 | IEMG | Ishares Core Msci Emerging | -8.7% | -62.13% | Trim |