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 | 36.84% | -0.75% | +3.43% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 27.85% | +0.13% | +5.58% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.43% | +0.06% | +2.41% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 8.80% | +0.01% | -1.14% | |
| 5 | IYR | Ishares US Real Estate ETF | ETF-Other | 5.11% | +0.09% | +0.22% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 3.29% | +0.20% | +4.22% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 2.89% | -0.37% | -13.73% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.42% | +0.22% | +58.39% | |
| 9 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.24% | +0.39% | +33.37% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.12% | -0.04% | -4.85% |