CIK: 0001820538
Total reported value
$6.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.47% | — | +11.31% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.68% | — | +21.74% | |
| 3 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 11.28% | — | — | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.52% | — | +2.31% | |
| 5 | UBER | Uber Technologies INC | Stock-Industrials | 8.46% | — | — | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.86% | — | +0.32% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.82% | — | — | |
| 8 | ONIT | Onity Group INC | Stock-Other | 7.64% | — | — | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 7.05% | — | — | |
| 10 | MUC | Blackrock Munihold Ca Qlty | Stock-Other | 5.06% | — | — | |
| 11 | RDN | Radian Group INC | Stock-Financials | 4.66% | — | — | |
| 12 | AAPL | Apple INC | Stock-Tech | 3.81% | — | — | |
| 13 | XNCMX | Nuveen Ca Amt-fr Muni INC | Stock-Other | 2.69% | — | — |