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 | 31.90% | -3.68% | -9.07% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 28.37% | +1.31% | NEW | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 12.39% | -0.66% | -2.87% | |
| 4 | SUB | Ishares Short-term National | ETF-Other | 12.22% | -0.06% | -0.19% | |
| 5 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 3.81% | -0.01% | -10.20% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.81% | -1.10% | +0.98% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.91% | -0.05% | -1.73% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.26% | +1.20% | -15.90% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 1.80% | -0.06% | -50.34% | |
| 10 | ESGE | Ishares INC Ishares Esg Awar | ETF-Other | 0.42% | +0.38% | +31.30% | |
| 11 | SNOW | Snowflake INC | Stock-Tech | 0.06% | — | — | |
| 12 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.03% | — | — | |
| 13 | ✓ | Verve Therapeutics INC | Stock-Other | 0.01% | — | — |