CIK: 0001840025
Total reported value
$5.3B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 46.17% | -3.68% | — | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 15.99% | +1.31% | NEW | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 12.86% | +1.20% | — | |
| 4 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 8.99% | -0.01% | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.54% | -1.10% | — | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 5.26% | -0.05% | — | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 4.48% | -0.06% | — | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.40% | — | — | |
| 9 | UBER | Uber Technologies INC | Stock-Industrials | 0.16% | — | — | |
| 10 | INTU | Intuit INC | Stock-Tech | 0.11% | — | — | |
| 11 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 0.03% | — | — |