CIK: 0001858879
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 8.66% | — | +24.13% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.09% | — | +22.76% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 6.10% | — | +106.38% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.66% | — | -0.32% | |
| 5 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 4.39% | — | — | |
| 6 | AVGO | Broadcom INC | Stock-Tech | 4.11% | — | — | |
| 7 | UNH | Unitedhealth Group INC | Stock-Healthcare | 4.06% | — | +49.47% | |
| 8 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.38% | — | +1728.74% | |
| 9 | EQIX | Equinix INC | Stock-Real Estate | 2.77% | — | +45.05% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.69% | — | +68.02% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.65% | — | — | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.63% | — | +116.06% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 2.24% | — | +149.28% | |
| 14 | MU | Micron Technology INC | Stock-Tech | 2.03% | — | — | |
| 15 | INTC | Intel CORP | Stock-Tech | 1.96% | — | +13056.16% | |
| 16 | AMAT | Applied Materials INC | Stock-Tech | 1.94% | — | +616.20% | |
| 17 | C | Citigroup INC | Stock-Financials | 1.92% | — | — | |
| 18 | WMB | Williams Cos INC | Stock-Energy | 1.89% | — | — | |
| 19 | NKE | Nike INC -cl B | Stock-Consumer Disc | 1.52% | — | -0.60% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.46% | — | -1.85% | |
| 21 | PEP | Pepsico INC | Stock-Consumer Staples | 1.46% | — | -1.00% | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 1.44% | — | — | |
| 23 | HD | Home Depot INC | Stock-Consumer Disc | 1.43% | — | +4474.57% | |
| 24 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 1.42% | — | — | |
| 25 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 1.41% | — | -38.89% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.30% | — | +9900.99% | |
| 27 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 1.15% | — | +8064.52% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | — | +455.71% | |
| 29 | F | Ford Motor Co | Stock-Consumer Disc | 1.08% | — | — | |
| 30 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.97% | — | — | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.92% | — | +4585.36% | |
| 32 | GS | Goldman Sachs Group INC | Stock-Financials | 0.90% | — | — | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.85% | — | — | |
| 34 | INCY | Incyte CORP | Stock-Healthcare | 0.79% | — | — | |
| 35 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.79% | — | — | |
| 36 | OLN | Olin CORP | Stock-Materials | 0.70% | — | — | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | — | — | |
| 38 | APD | Air Products & Chemicals INC | Stock-Materials | 0.69% | — | — | |
| 39 | WMT | Walmart INC | Stock-Consumer Staples | 0.65% | — | -51.99% | |
| 40 | VZ | Verizon Communications INC | Stock-Comm Services | 0.64% | — | — | |
| 41 | ALL | Allstate CORP | Stock-Financials | 0.62% | — | — | |
| 42 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.58% | — | — | |
| 43 | MO | Altria Group INC | Stock-Consumer Staples | 0.54% | — | — | |
| 44 | CSCO | Cisco Systems INC | Stock-Tech | 0.53% | — | — | |
| 45 | HON | Honeywell International INC | Stock-Industrials | 0.46% | — | -66.21% | |
| 46 | BKNG | Booking Holdings INC | Stock-Consumer Disc | 0.46% | — | +2451.02% | |
| 47 | CLX | Clorox Company | Stock-Consumer Staples | 0.38% | — | — | |
| 48 | WYNN | Wynn Resorts LTD | Stock-Consumer Disc | 0.37% | — | — | |
| 49 | FRCB | First Republic Bank/ca | Stock-Financials | 0.37% | — | — | |
| 50 | FIS | Fidelity National Info Serv | Stock-Tech | 0.36% | — | — |