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 | 46.90% | -3.68% | +98777.38% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 30.27% | -0.66% | +93845.76% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.16% | -1.10% | +99898.36% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 3.27% | -0.06% | +95035.95% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.17% | +1.20% | +99869.56% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 2.04% | — | +99330.38% | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.88% | +0.07% | +99904.72% | |
| 8 | ESGE | Ishares INC Ishares Esg Awar | ETF-Other | 1.88% | +0.38% | +99884.57% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.72% | +0.03% | +99889.31% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | -1.03% | +99722.73% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.46% | -0.05% | +56673.25% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.55% | -0.01% | +99934.95% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.16% | -0.01% | +99339.33% |