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 | 18.92% | — | -0.48% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 14.08% | — | -0.14% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.78% | — | -0.45% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 11.05% | — | +0.42% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 7.70% | — | +1.27% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.01% | — | -1.07% | |
| 7 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 6.98% | — | -0.49% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.91% | — | -0.01% | |
| 9 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 4.04% | — | -1.35% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.79% | — | +1.13% | |
| 11 | KORP | American Century Diversified | ETF-Other | 2.48% | — | +1.14% | |
| 12 | XLE | Ss Energy Select Sector | ETF-Other | 1.77% | — | -0.94% | |
| 13 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.44% | — | -14.90% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | — | -4.86% | |
| 15 | WTBA | West Bancorporation | Stock-Other | 0.67% | — | — | |
| 16 | NRG | Nrg Energy INC | Stock-Utilities | 0.55% | — | +1.13% | |
| 17 | AAPL | Apple INC | Stock-Tech | 0.41% | — | +6.81% | |
| 18 | PEP | Pepsico INC | Stock-Consumer Staples | 0.31% | — | — | |
| 19 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.27% | — | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | — | — | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.26% | — | +0.77% | |
| 22 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.26% | — | — | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.21% | — | -3.28% |