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 | 21.68% | -0.87% | -1.60% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 18.73% | -0.48% | -2.27% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 17.25% | +0.29% | — | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-Other | 13.69% | -0.58% | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.79% | +0.16% | -5.07% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.54% | -0.08% | +3.58% | |
| 7 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 5.14% | -0.06% | -5.03% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 2.57% | -0.33% | -5.14% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.62% | +0.01% | -6.56% |