CIK: 0001832467
Total reported value
$35.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | Stock-Industrials | 77.79% | +37.47% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.50% | -24.86% | EXIT | |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.71% | — | — |