CIK: 0001729139
Total reported value
$193.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 75.48% | +4.84% | — | |
| 2 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 15.90% | — | -18.59% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 7.29% | — | +4.74% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.33% | — | +149.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.8% | +149.36% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +0.7% | +4.74% | Add |
| 3 | ACWI | Ishares Msci Acwi ETF | -3.1% | -18.59% | Trim |
| 4 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 5 | RSP | Invesco S&p 500 Equal Weight | — | EXIT | Sold out |