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 | 37.31% | -0.75% | +4.20% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 27.37% | +0.13% | +4.54% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.86% | +0.06% | +1.67% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 9.03% | +0.01% | -2.61% | |
| 5 | IYR | Ishares US Real Estate ETF | ETF-Other | 4.87% | +0.09% | +5.92% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 3.28% | -0.37% | -8.40% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 3.09% | +0.20% | +5.70% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.26% | -0.04% | -7.74% | |
| 9 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.99% | +0.39% | +73.52% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.22% | +115.84% |