CIK: 0001776551 · Show all filings
Period: Q1 2024 (Next →)
Filing Date: May 9, 2024
Total Value ($000): $146,782 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 1,820,439 | $146,782 | 100.0% | $80.63 | — | US DIVIDEND EQ | 808524797 |