CIK: 0002062680
Total reported value
$49.2B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 77.46% | +10.83% | +15.33% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 18.84% | +1.49% | +1.29% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.23% | +0.14% | +14.27% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.32% | — | +9.52% | |
| 5 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.31% | +0.01% | +3.09% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.29% | +0.03% | +14.18% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.29% | +0.01% | +10.96% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.26% | +0.03% | +8.33% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.15% | +0.05% | +36.10% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.15% | — | +8.76% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | +0.05% | +3.80% | |
| 12 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.11% | +0.03% | +50.30% | |
| 13 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.11% | — | +5.09% | |
| 14 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 0.09% | — | +5.78% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.07% | — | — | |
| 16 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.06% | — | +6.15% | |
| 17 | GSG | Ishares S&p Gsci Commodity I | ETF-Commodities | 0.03% | — | — | |
| 18 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.03% | — | +2.24% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.03% | — | +7.83% | |
| 20 | HDV | Ishares Core High Dividend E | ETF-Other | 0.01% | — | — | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.01% | — | +8.44% |