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 | 44.40% | -3.68% | +3.60% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 25.36% | -0.66% | -8.83% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 7.57% | -0.06% | +154.40% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.82% | -1.10% | — | |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 4.78% | +0.07% | +173.33% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.96% | +0.03% | +18.10% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.88% | +1.20% | -3.66% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 1.71% | — | +2.98% | |
| 9 | ESGE | Ishares INC Ishares Esg Awar | ETF-Other | 1.71% | +0.38% | — | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.59% | -0.08% | — | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | -1.03% | — | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.26% | -0.05% | -2.86% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.51% | -0.01% | — | |
| 14 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.15% | -0.01% | -1.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 2 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 3 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 4 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | — | NEW | New buy |
| 6 | BIV | Vanguard Intermediate-term B | — | NEW | New buy |
| 7 | BSV | Vanguard Short-term Bond ETF | — | NEW | New buy |
| 8 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 9 | ESGE | Ishares INC Ishares Esg Awar | — | NEW | New buy |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | — | NEW | New buy |
| 11 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 12 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 13 | EEM | Ishares Msci Emerging Market | — | NEW | New buy |
| 14 | VGIT | Vanguard Intermediate-term T | — | NEW | New buy |