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 | 62.53% | +37.47% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 24.86% | -24.86% | EXIT | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.99% | -7.99% | EXIT | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.18% | -3.18% | EXIT | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.45% | -1.45% | EXIT |