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 | 33.93% | -0.75% | +11.73% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 27.75% | +0.13% | +13.21% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.63% | +0.06% | +14.98% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 12.10% | +0.01% | +24.96% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 6.69% | -0.37% | +4.88% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-Other | 5.12% | +0.09% | +7.41% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.78% | -0.04% | +21.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | +1% | +24.96% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +11.73% | Add |
| 3 | TIP | Ishares Tips Bond ETF | +0.1% | +21.55% | Add |
| 4 | IYR | Ishares US Real Estate ETF | 0% | +7.41% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | -0.2% | +13.21% | Add |
| 6 | AGG | Ishares Core U.s. Aggregate | -0.3% | +14.98% | Add |
| 7 | GLD | Spdr Gold Shares | -0.7% | +4.88% | Add |