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 | 33.66% | -0.75% | +1.84% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 28.23% | +0.13% | +2.32% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.78% | +0.06% | +11.70% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 11.30% | +0.01% | +0.66% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 7.38% | -0.37% | +13.75% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-Other | 4.89% | +0.09% | +7.36% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.75% | -0.04% | +9.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.5% | +2.32% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +1.84% | Add |
| 3 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +0.66% | Add |
| 4 | IYR | Ishares US Real Estate ETF | 0% | +7.36% | Add |
| 5 | TIP | Ishares Tips Bond ETF | -0.1% | +9.17% | Add |
| 6 | GLD | Spdr Gold Shares | -0.1% | +13.75% | Add |
| 7 | AGG | Ishares Core U.s. Aggregate | -0.5% | +11.70% | Add |