CIK: 0001657703
Total reported value
$265.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | ETF-Other | 21.34% | +0.29% | — | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 21.01% | -0.87% | -6.47% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 17.60% | +0.16% | -0.21% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-Other | 13.29% | -0.58% | -1.21% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.27% | -0.08% | -19.22% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.74% | -0.48% | -13.97% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 5.24% | — | -13.78% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.50% | — | -6.75% |