CIK: 0001776551 · Show all filings
Period: Q4 2024 (← Previous) (Next →)
Filing Date: Feb 19, 2025
Total Value ($000): $137,472 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 3,955,650 | $137,472 | 100.0% | $53.61 | — | US DIVIDEND EQ | 808524797 |