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 | 44.70% | -3.68% | +5.92% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 24.46% | -0.66% | -0.33% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 7.30% | +0.07% | -48.53% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.60% | -1.10% | -1.41% | |
| 5 | ESGE | Ishares INC Ishares Esg Awar | ETF-Other | 4.45% | +0.38% | +485.32% | |
| 6 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.19% | -0.08% | +36.04% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.74% | -0.05% | +87.15% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.65% | +1.20% | — | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.50% | +0.03% | -6.64% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.44% | -0.06% | -89.11% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | -1.03% | +6.41% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.21% | -0.03% | — | |
| 13 | SUB | Ishares Short-term National | ETF-Other | 1.10% | -0.06% | — | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.52% | +0.03% | — | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.49% | -0.01% | — | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 0.16% | — | -79.33% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.12% | -0.01% | -4.90% | |
| 18 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 0.05% | — | — |