CIK: 0002005607
Total reported value
$209.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russell 1000 | ETF-Other | 38.29% | -2.23% | — | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 31.49% | -3.87% | — | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 26.47% | -2.75% | — | |
| 4 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.81% | -0.06% | — | |
| 5 | TSLA | Tesla INC | Stock-Consumer Disc | 0.70% | — | — | |
| 6 | MCBS | Metrocity Bankshares INC | Stock-Other | 0.67% | — | — | |
| 7 | HD | Home Depot INC | Stock-Consumer Disc | 0.58% | -0.11% | — | |
| 8 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.34% | — | — | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.32% | — | — | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | — | — |