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 | 33.72% | -0.75% | +8.43% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 27.97% | +0.13% | +9.45% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.97% | +0.06% | +21.15% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 11.10% | +0.01% | +8.78% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 7.38% | -0.37% | +28.01% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-Other | 5.14% | +0.09% | +12.52% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.72% | -0.04% | +14.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IYR | Ishares US Real Estate ETF | +0.3% | +12.52% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.2% | +21.15% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +8.43% | Add |
| 4 | GLD | Spdr Gold Shares | — | +28.01% | Add |
| 5 | TIP | Ishares Tips Bond ETF | 0% | +14.69% | Add |
| 6 | VWO | Vanguard Ftse Emerging Marke | -0.2% | +8.78% | Add |
| 7 | VEA | Vanguard Ftse Developed ETF | -0.3% | +9.45% | Add |