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 | 33.35% | -0.75% | +6.06% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 28.00% | +0.13% | +5.94% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 13.32% | +0.06% | +14.81% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 10.40% | +0.01% | +6.92% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 8.23% | -0.37% | +10.26% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-Other | 4.93% | +0.09% | +11.52% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.78% | -0.04% | +18.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +6.92% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +6.06% | Add |
| 3 | TIP | Ishares Tips Bond ETF | +0.1% | +18.86% | Add |
| 4 | AGG | Ishares Core U.s. Aggregate | -0.1% | +14.81% | Add |
| 5 | GLD | Spdr Gold Shares | -0.1% | +10.26% | Add |
| 6 | IYR | Ishares US Real Estate ETF | -0.2% | +11.52% | Add |
| 7 | VEA | Vanguard Ftse Developed ETF | -0.2% | +5.94% | Add |