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 | 28.58% | -3.68% | -6.57% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 26.93% | +1.31% | NEW | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 21.66% | -0.66% | -7.24% | |
| 4 | SUB | Ishares Short-term National | ETF-Other | 6.65% | -0.06% | -16.84% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.49% | -1.10% | +0.88% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 3.50% | -0.06% | -14.36% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.26% | +1.20% | -15.91% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.87% | -0.05% | -41.17% | |
| 9 | ESGE | Ishares INC Ishares Esg Awar | ETF-Other | 0.78% | +0.38% | — | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.45% | -0.01% | -50.78% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.37% | — | +7.14% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.19% | — | -22.58% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.15% | -0.01% | — | |
| 14 | PATH | Uipath INC - Class A | Stock-Tech | 0.13% | — | +38.71% |