CIK: 0001730469
Total reported value
$220.9M
| # | 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 | 62.89% | — | — | |
| 2 | XLF | Ss Financial Select Sector | ETF-Other | 36.39% | — | — | |
| 3 | APPN | Appian Corp-a | Stock-Other | 0.71% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | -63.6% | — | Unchanged |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 3 | APPN | Appian Corp-a | — | NEW | New buy |