CIK: 0001657703
Total reported value
$265.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | ETF-Other | 22.87% | -0.87% | +1.28% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 18.15% | +0.16% | -19.05% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 16.37% | — | — | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 15.07% | +0.29% | +0.47% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-Other | 12.01% | -0.58% | +0.29% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.56% | -0.48% | +1.03% | |
| 7 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 4.04% | — | +2.19% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.41% | — | +1.27% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.22% | — | +0.93% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.15% | — | +0.41% | |
| 11 | IAUUSD | Ishares Gold Trust | ETF-Commodities | 0.10% | — | -95.18% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.04% | -0.08% | — | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.02% | — | +1.23% |