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 | 76.29% | +4.84% | -5.33% | |
| 2 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 9.13% | — | -57.53% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 8.93% | — | +29.97% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.64% | -0.44% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +6.8% | -5.33% | Trim |
| 2 | IEMG | Ishares Core Msci Emerging | +2.8% | +29.97% | Add |
| 3 | VNQ | Vanguard Real Estate ETF | +0.4% | — | Unchanged |
| 4 | ACWI | Ishares Msci Acwi ETF | -10% | -57.53% | Trim |