CIK: 0001722638
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 34.88% | — | -0.73% | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 10.75% | — | +18.08% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 8.34% | — | +0.13% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.57% | — | +1.50% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.68% | — | +10.79% | |
| 6 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 3.39% | — | +0.01% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.63% | — | +6.22% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.48% | — | +2.18% | |
| 9 | AAPL | Apple INC | Stock-Tech | 2.30% | — | +15.75% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.99% | — | +2.71% | |
| 11 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.40% | — | +0.26% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.30% | — | -2.48% | |
| 13 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.27% | — | -0.15% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.03% | — | +29.11% | |
| 15 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.95% | — | +22.22% | |
| 16 | TSLA | Tesla INC | Stock-Consumer Disc | 0.90% | — | +75.35% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.83% | — | +1.26% | |
| 18 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-Other | 0.82% | — | -0.51% | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.75% | — | +21.24% | |
| 20 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.59% | — | +11.21% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.57% | — | — | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.56% | — | -0.03% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.52% | — | — | |
| 24 | QCOM | Qualcomm INC | Stock-Tech | 0.49% | — | +0.05% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | — | +0.12% | |
| 26 | EPD | Enterprise Products Partners | Stock-Energy | 0.46% | — | — | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.43% | — | +11.34% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.40% | — | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | — | +3.77% | |
| 30 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.35% | — | — | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.34% | — | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | — | +1984.28% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.34% | — | +6.65% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | — | +1973.96% | |
| 35 | AMGN | Amgen INC | Stock-Healthcare | 0.29% | — | +0.96% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | — | -1.61% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.29% | — | — | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.26% | — | -15.30% | |
| 39 | INTU | Intuit INC | Stock-Tech | 0.25% | — | -1.11% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.25% | — | +1.40% | |
| 41 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.25% | — | +4.66% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | — | +4.28% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | — | +6.72% | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.24% | — | -75.10% | |
| 45 | WEP | Magellan Midstream Partners | Stock-Other | 0.24% | — | — | |
| 46 | ABBV | Abbvie INC | Stock-Healthcare | 0.22% | — | +2.13% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.21% | — | +0.28% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | — | +4.54% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.19% | — | +0.28% | |
| 50 | PFE | Pfizer INC | Stock-Healthcare | 0.18% | — | +0.53% |