CIK: 0001774552
Total reported value
$11.5B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 33.46% | -0.75% | +10.20% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 28.37% | +0.13% | +8.27% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.73% | +0.06% | +15.95% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 10.68% | +0.01% | +3.15% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 8.39% | -0.37% | +14.78% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-Other | 4.85% | +0.09% | +6.94% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.52% | -0.04% | +21.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +0.8% | +14.78% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.6% | +15.95% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +10.20% | Add |
| 4 | TIP | Ishares Tips Bond ETF | +0.1% | +21.33% | Add |
| 5 | IYR | Ishares US Real Estate ETF | -0.3% | +6.94% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | -0.6% | +8.27% | Add |
| 7 | VWO | Vanguard Ftse Emerging Marke | -1% | +3.15% | Add |