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 | 92.24% | +4.84% | +0.22% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-Other | 6.29% | -0.44% | — | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.46% | — | -86.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +16% | +0.22% | Add |
| 2 | VNQ | Vanguard Real Estate ETF | +0.7% | — | Unchanged |
| 3 | IEMG | Ishares Core Msci Emerging | -7.5% | -86.67% | Trim |
| 4 | ACWI | Ishares Msci Acwi ETF | — | EXIT | Sold out |