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 | 60.55% | +4.84% | +7.49% | |
| 2 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 29.19% | -3.85% | +4.09% | |
| 3 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 6.68% | -0.54% | — | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.57% | -0.44% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +2% | +7.49% | Add |
| 2 | VNQ | Vanguard Real Estate ETF | -0.4% | — | Unchanged |
| 3 | FLJP | Franklin Ftse Japan ETF | -0.4% | — | Unchanged |
| 4 | VGLT | Vanguard Long-term Treasury | -1.2% | +4.09% | Add |