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 | 33.23% | -0.75% | +11.85% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 28.21% | +0.13% | +14.43% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 13.38% | +0.06% | +17.17% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 10.08% | +0.01% | +12.99% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 8.31% | -0.37% | +7.70% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-Other | 5.09% | +0.09% | +10.92% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.71% | -0.04% | +26.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.7% | +17.17% | Add |
| 2 | IYR | Ishares US Real Estate ETF | +0.2% | +10.92% | Add |
| 3 | TIP | Ishares Tips Bond ETF | +0.2% | +26.07% | Add |
| 4 | GLD | Spdr Gold Shares | -0.1% | +7.70% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | -0.2% | +14.43% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | +11.85% | Add |
| 7 | VWO | Vanguard Ftse Emerging Marke | -0.6% | +12.99% | Add |