CIK: 0001135121
Total reported value
$169.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CPB | THE Campbell's Company | Stock-Consumer Staples | 47.97% | -2.24% | -0.35% | |
| 2 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 26.03% | +3.38% | +199.24% | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-Other | 25.99% | — | +98.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | +11.9% | +199.24% | Add |
| 2 | VT | Vanguard Tot World Stk ETF | +4.7% | +98.39% | Add |
| 3 | CPB | THE Campbell's Company | -16.6% | -0.35% | Trim |