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 | 73.85% | — | -3.47% | |
| 2 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 19.00% | — | +12.73% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.64% | — | +30.91% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.52% | — | -73.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | +2.2% | +12.73% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +1.3% | +30.91% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | -1.5% | -73.89% | Trim |
| 4 | RSP | Invesco S&p 500 Equal Weight | -2.1% | -3.47% | Trim |