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 | 69.51% | +4.84% | -17.55% | |
| 2 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 19.11% | — | +7.38% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.12% | — | -21.36% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.26% | -0.44% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | +3.2% | +7.38% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | -1.2% | -21.36% | Trim |
| 3 | VTI | Vanguard Total Stock Mkt ETF | -6% | -17.55% | Trim |
| 4 | VNQ | Vanguard Real Estate ETF | — | NEW | New buy |
| 5 | IEFA | Ishares Core Msci Eafe ETF | — | EXIT | Sold out |