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 | 33.54% | -0.75% | +8.09% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 27.73% | +0.13% | +11.71% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 13.26% | +0.06% | +21.35% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 11.23% | +0.01% | +9.20% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 7.48% | -0.37% | +6.65% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-Other | 4.93% | +0.09% | +18.56% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.84% | -0.04% | +16.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.3% | +21.35% | Add |
| 2 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +9.20% | Add |
| 3 | IYR | Ishares US Real Estate ETF | +0.1% | +18.56% | Add |
| 4 | TIP | Ishares Tips Bond ETF | 0% | +16.75% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | -0.1% | +11.71% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +8.09% | Add |
| 7 | GLD | Spdr Gold Shares | -0.3% | +6.65% | Add |