CIK: 0001767457
Total reported value
$289.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 66.17% | — | +3.86% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 14.44% | — | -15.71% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 12.30% | — | -55.20% | |
| 4 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 6.87% | — | -18.11% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.22% | +0.12% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | +11.9% | +3.86% | Add |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | -15.71% | Trim |
| 3 | LEMB | Ishares Jp Morgan Em Local C | -0.1% | -18.11% | Trim |
| 4 | IEMG | Ishares Core Msci Emerging | -12% | -55.20% | Trim |
| 5 | IEF | Ishares 7-10 Year Treasury B | — | NEW | New buy |