CIK: 0001823393
Total reported value
$330.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 29.19% | -1.19% | +2.50% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.13% | -0.15% | +3.80% | |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 19.87% | — | +3.32% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-Other | 19.10% | — | +7.72% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 8.70% | — | — |