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 | 21.26% | -0.87% | — | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 20.81% | +0.29% | +15.83% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 19.25% | +0.16% | +15.69% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-Other | 13.25% | -0.58% | +4.42% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 12.73% | — | +13.96% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.05% | -0.48% | +12.59% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.62% | — | -84.47% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.03% | -0.08% | — |