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 | 45.40% | -2.24% | — | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 30.00% | — | — | |
| 3 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 24.60% | +3.38% | -18.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | +4.6% | — | Unchanged |
| 2 | ACWI | Ishares Msci Acwi ETF | -1% | -18.77% | Trim |
| 3 | CPB | THE Campbell's Company | -3.6% | — | Unchanged |