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 | 37.60% | -0.75% | +0.08% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 27.10% | +0.13% | +1.14% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 9.67% | +0.06% | +3.98% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.69% | +0.01% | -2.19% | |
| 5 | IAU | Ishares Gold Trust | ETF-Commodities | 4.81% | +0.20% | +8.51% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-Other | 4.77% | +0.09% | +8.24% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.11% | +0.22% | +16.28% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 2.43% | -0.37% | -5.11% | |
| 9 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.07% | +0.39% | +14.72% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.75% | -0.04% | -4.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +2.6% | +0.08% | Add |
| 2 | IAU | Ishares Gold Trust | +0.8% | +8.51% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.8% | +16.28% | Add |
| 4 | IAGG | Ishares Intl Aggregate Bond | +0.2% | +14.72% | Add |
| 5 | IYR | Ishares US Real Estate ETF | -0.2% | +8.24% | Add |
| 6 | TIP | Ishares Tips Bond ETF | -0.2% | -4.88% | Trim |
| 7 | GLD | Spdr Gold Shares | -0.4% | -5.11% | Trim |
| 8 | VWO | Vanguard Ftse Emerging Marke | -0.8% | -2.19% | Trim |
| 9 | VEA | Vanguard Ftse Developed ETF | -1.1% | +1.14% | Trim |
| 10 | AGG | Ishares Core U.s. Aggregate | -1.7% | +3.98% | Add |