CIK: 0001717977
Total reported value
$257.5K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 57.63% | +5.25% | EXIT | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.04% | -9.62% | EXIT | |
| 3 | AMZN | Amazon.com INC | Stock-Consumer Disc | 9.03% | -5.88% | EXIT | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.63% | +11.16% | EXIT | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.52% | -6.13% | EXIT | |
| 6 | SPGI | S&p Global INC | Stock-Financials | 3.52% | — | +1.24% | |
| 7 | AZO | Autozone INC | Stock-Consumer Disc | 1.76% | — | -8.87% | |
| 8 | ICE | Intercontinental Exchange In | Stock-Financials | 1.65% | — | — | |
| 9 | NU | Nu Holdings Ltd. | Stock-Financials | 1.40% | +2.95% | EXIT | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.37% | +2.31% | EXIT | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 1.21% | — | — | |
| 12 | VTEX | Vtex | Stock-Other | 1.20% | — | -0.74% | |
| 13 | APO | Apollo Global Management INC | Stock-Financials | 1.20% | — | +16.36% | |
| 14 | CPNG | Coupang INC | Stock-Consumer Disc | 1.19% | -1.81% | EXIT | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | -0.04% | EXIT | |
| 16 | PDD | Pdd Holdings INC | Stock-Consumer Disc | 1.17% | — | -37.26% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.30% | -1.66% | EXIT | |
| 18 | NBIS | Nebius Group NV | Stock-Other | — | — | — |