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 | 34.41% | -1.19% | -1.19% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 27.57% | -0.15% | -2.82% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 17.26% | — | -2.82% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-Other | 12.37% | -0.16% | — | |
| 5 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 3.70% | — | -0.62% | |
| 6 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-Other | 3.60% | — | -4.46% | |
| 7 | YUM | Yum! Brands INC | Stock-Consumer Disc | 0.29% | — | — | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.29% | — | — | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.28% | -0.04% | — | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.22% | -0.03% | — |