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 | 29.69% | -0.87% | -1.56% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 18.96% | +0.29% | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 16.18% | +0.16% | — | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-Other | 12.34% | -0.58% | — | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.43% | -0.08% | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.86% | -0.48% | — | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.12% | — | -0.74% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.41% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWV | Ishares Russell 3000 ETF | +0.4% | — | Unchanged |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | — | Unchanged |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | — | Unchanged |
| 4 | IWD | Ishares Russell 1000 Value E | +0.2% | — | Unchanged |
| 5 | BIV | Vanguard Intermediate-term B | 0% | — | Unchanged |
| 6 | VGSH | Vanguard Short-term Treasury | 0% | -0.74% | Trim |
| 7 | VEA | Vanguard Ftse Developed ETF | -0.5% | — | Unchanged |
| 8 | VT | Vanguard Tot World Stk ETF | -0.6% | -1.56% | Trim |