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 | 34.16% | -0.87% | -7.34% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 19.51% | +0.29% | -4.58% | |
| 3 | IWV | Ishares Russell 3000 ETF | ETF-Other | 16.99% | -0.58% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.31% | -0.48% | — | |
| 5 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 5.73% | -0.06% | -5.58% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.62% | +0.16% | -25.68% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.03% | -0.33% | -4.91% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.95% | -0.08% | -33.66% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.69% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | — | NEW | New buy |
| 2 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 3 | IWV | Ishares Russell 3000 ETF | — | NEW | New buy |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 5 | ACWI | Ishares Msci Acwi ETF | — | NEW | New buy |
| 6 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 7 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 8 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 9 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |