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 | 32.57% | -0.75% | +21.30% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 27.50% | +0.13% | +27.00% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 14.23% | +0.06% | +1.84% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 10.41% | +0.01% | +29.85% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 8.54% | -0.37% | -1.99% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-Other | 4.64% | +0.09% | +23.11% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.11% | -0.04% | +14.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.9% | +1.84% | Add |
| 2 | TIP | Ishares Tips Bond ETF | +0.3% | +14.80% | Add |
| 3 | GLD | Spdr Gold Shares | +0.3% | -1.99% | Trim |
| 4 | VWO | Vanguard Ftse Emerging Marke | 0% | +29.85% | Add |
| 5 | IYR | Ishares US Real Estate ETF | -0.3% | +23.11% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | -0.5% | +27.00% | Add |
| 7 | VTI | Vanguard Total Stock Mkt ETF | -0.8% | +21.30% | Add |