CIK: 0001908885
Total reported value
$117.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 16.85% | — | — | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 12.03% | — | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.67% | — | — | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 10.12% | — | — | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 9.95% | — | — | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 9.86% | — | — | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-Other | 9.73% | — | — | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 6.87% | — | — | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.15% | — | — | |
| 10 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 2.77% | — | — | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.51% | — | — | |
| 12 | XLE | Ss Energy Select Sector | ETF-Other | 1.45% | — | — | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.88% | — | — | |
| 14 | EIM | Eaton Vance Municipal Bond | Stock-Other | 0.49% | — | — | |
| 15 | NRG | Nrg Energy INC | Stock-Utilities | 0.47% | — | — | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | — | — | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.28% | — | — | |
| 18 | PEP | Pepsico INC | Stock-Consumer Staples | 0.24% | — | — | |
| 19 | AAPL | Apple INC | Stock-Tech | 0.22% | — | — |