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 | 33.68% | -0.75% | +9.31% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 27.80% | +0.13% | +11.54% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.92% | +0.06% | +13.68% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 11.12% | +0.01% | +16.20% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 7.82% | -0.37% | +3.97% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-Other | 4.85% | +0.09% | +18.44% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.81% | -0.04% | +5.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.1% | +9.31% | Add |
| 2 | VWO | Vanguard Ftse Emerging Marke | +0.7% | +16.20% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.3% | +11.54% | Add |
| 4 | IYR | Ishares US Real Estate ETF | +0.2% | +18.44% | Add |
| 5 | TIP | Ishares Tips Bond ETF | -0.3% | +5.86% | Add |
| 6 | GLD | Spdr Gold Shares | -0.7% | +3.97% | Add |
| 7 | AGG | Ishares Core U.s. Aggregate | -1.3% | +13.68% | Add |