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 | 39.09% | -3.68% | -2.14% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 25.70% | +1.31% | NEW | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 12.01% | -0.66% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.09% | -1.10% | — | |
| 5 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 4.67% | -0.01% | -16.40% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 3.78% | -0.06% | — | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.71% | +1.20% | -57.51% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.52% | -0.05% | +3.18% | |
| 9 | SUB | Ishares Short-term National | ETF-Other | 2.20% | -0.06% | — | |
| 10 | ESGE | Ishares INC Ishares Esg Awar | ETF-Other | 0.17% | +0.38% | +18.55% | |
| 11 | MDGL | Madrigal Pharmaceuticals INC | Stock-Healthcare | 0.03% | — | — | |
| 12 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.03% | — | +1.75% |