CIK: 0001165248
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 66.37% | — | -45.45% | |
| 2 | UNTY | Unity Bancorp INC | Stock-Other | 19.28% | — | -10.44% | |
| 3 | BWFG | Bankwell Financial Group INC | Stock-Other | 14.35% | — | -45.48% |