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 | 28.79% | -3.68% | +6.64% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 25.35% | +1.31% | NEW | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 21.29% | -0.66% | +23.42% | |
| 4 | SUB | Ishares Short-term National | ETF-Other | 7.14% | -0.06% | -29.72% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.64% | -1.10% | +3.61% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.74% | +1.20% | +83.41% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 3.59% | -0.06% | +101.35% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.31% | -0.05% | — | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.01% | -0.01% | -71.02% | |
| 10 | ESGE | Ishares INC Ishares Esg Awar | ETF-Other | 0.86% | +0.38% | +226.06% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.25% | — | — | |
| 12 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.03% | — | — |