CIK: 0001722638
Total reported value
—
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 40.29% | — | -0.95% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 7.98% | — | +3.66% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.97% | — | +4.93% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.17% | — | -5.82% | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 4.15% | — | +2.77% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.76% | — | -5.06% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.55% | — | +3.52% | |
| 8 | AAPL | Apple INC | Stock-Tech | 2.04% | — | -3.50% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 1.84% | — | +3.41% | |
| 10 | TSLA | Tesla INC | Stock-Consumer Disc | 1.68% | — | -0.09% | |
| 11 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.61% | — | -0.64% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.52% | — | -4.59% | |
| 13 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.47% | — | -1.41% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.98% | — | +28.68% | |
| 15 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-Other | 0.94% | — | -0.32% | |
| 16 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.92% | — | -3.97% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.91% | — | +11.98% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.89% | — | +236.28% | |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.87% | — | +0.01% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.81% | — | -0.00% | |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.73% | — | — | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.67% | — | — | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.66% | — | — | |
| 24 | QCOM | Qualcomm INC | Stock-Tech | 0.65% | — | +0.04% | |
| 25 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.60% | — | -0.56% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.56% | — | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | — | -1.21% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.45% | — | — | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.41% | — | — | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | — | -1.39% | |
| 31 | INTU | Intuit INC | Stock-Tech | 0.35% | — | -0.86% | |
| 32 | EPD | Enterprise Products Partners | Stock-Energy | 0.35% | — | — | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.35% | — | -0.30% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | — | -3.42% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.32% | — | +44.59% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.32% | — | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | — | -2.03% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | — | -1.71% | |
| 39 | ACN | Accenture plc | Stock-Tech | 0.28% | — | -1.44% | |
| 40 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.27% | — | +5.37% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.24% | — | -1.81% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | — | -1.78% | |
| 43 | AMGN | Amgen INC | Stock-Healthcare | 0.24% | — | -1.54% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | — | -3.07% | |
| 45 | ✓ | Laboratory CORP Amer Hldgs | Stock-Other | 0.22% | — | -0.73% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | — | -1.81% | |
| 47 | WEP | Magellan Midstream Partners | Stock-Other | 0.20% | — | — | |
| 48 | HD | Home Depot INC | Stock-Consumer Disc | 0.20% | — | -0.60% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.20% | — | -5.37% | |
| 50 | PFE | Pfizer INC | Stock-Healthcare | 0.19% | — | -2.82% |