CIK: 0001765536
Total reported value
$7.8B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 49.08% | — | — | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 20.51% | -0.31% | — | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 5.44% | — | — | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 5.16% | +0.03% | — | |
| 5 | GNR | State Street Spdr S&p Global | ETF-Other | 4.15% | — | — | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.93% | — | — | |
| 7 | USCI | United States Commodity Inde | ETF-Commodities | 2.86% | — | — | |
| 8 | VDE | Vanguard Energy ETF | ETF-Other | 2.11% | — | — | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.68% | — | — | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.52% | — | — | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 0.44% | — | — | |
| 12 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.38% | — | — | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.31% | — | — | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.30% | — | — | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.28% | +0.09% | — | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.28% | — | — | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.28% | — | — | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.22% | — | — | |
| 19 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.20% | — | — | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.17% | — | — | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 0.15% | — | — | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.15% | — | — | |
| 23 | EPD | Enterprise Products Partners | Stock-Energy | 0.15% | — | — | |
| 24 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.14% | — | — | |
| 25 | ET | Energy Transfer LP | Stock-Energy | 0.14% | — | — | |
| 26 | WEP | Magellan Midstream Partners | Stock-Other | 0.13% | — | — | |
| 27 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.12% | — | — | |
| 28 | MPLX | Mplx LP | Stock-Energy | 0.12% | — | — | |
| 29 | WES | Western Midstream Partners, LP | Stock-Energy | 0.12% | — | — | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.12% | — | — | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | — | — | |
| 32 | ANDX | Andeavor Logistics LP | Stock-Other | 0.10% | — | — | |
| 33 | DCPUSD | Dcp Midstream LP | Stock-Other | 0.10% | — | — | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.10% | — | — | |
| 35 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.09% | — | — | |
| 36 | EQMUSD | Eqm Midstream Partners LP | Stock-Other | 0.09% | — | — | |
| 37 | BPLUSD | Buckeye Partners LP | Stock-Other | 0.09% | — | — | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.08% | — | — | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.08% | — | — | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.08% | — | — | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.07% | +0.01% | — | |
| 42 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.07% | — | — | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.07% | — | — | |
| 44 | SMHC | VanEck China Semiconductor ETF | ETF-Emerging Markets | 0.07% | — | — | |
| 45 | SUB | Ishares Short-term National | ETF-Other | 0.06% | — | — | |
| 46 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.05% | — | — | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.05% | — | — |