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 | 19.81% | -0.87% | — | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 18.54% | +0.29% | -0.96% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 18.02% | +0.16% | +8.80% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 12.10% | -0.08% | -0.00% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-Other | 11.65% | -0.58% | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.55% | -0.48% | +0.00% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 8.78% | — | +0.20% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.54% | — | +4.39% |