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 | 35.04% | -0.75% | +3.11% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 28.16% | +0.13% | +0.73% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.38% | +0.06% | +2.69% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 8.47% | +0.01% | +4.07% | |
| 5 | IYR | Ishares US Real Estate ETF | ETF-Other | 5.00% | +0.09% | +5.41% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 3.97% | +0.20% | +2.12% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 2.82% | -0.37% | -10.38% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.27% | +0.22% | +27.81% | |
| 9 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.90% | +0.39% | +33.30% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.99% | -0.04% | -5.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.1% | +3.11% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.4% | +0.73% | Add |
| 3 | IYR | Ishares US Real Estate ETF | -0.1% | +5.41% | Add |
| 4 | TIP | Ishares Tips Bond ETF | -0.8% | -5.24% | Add |
| 5 | AGG | Ishares Core U.s. Aggregate | -1.3% | +2.69% | Add |
| 6 | VWO | Vanguard Ftse Emerging Marke | -3.6% | +4.07% | Add |
| 7 | GLD | Spdr Gold Shares | -3.9% | -10.38% | Trim |
| 8 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 9 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 10 | IAGG | Ishares Intl Aggregate Bond | — | NEW | New buy |