CIK: 0001795594
Total reported value
$5.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 72.99% | — | — | |
| 2 | CRM | Salesforce INC | Stock-Tech | 15.10% | — | — | |
| 3 | DAL | Delta Air Lines INC | Stock-Industrials | 11.91% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 2 | CRM | Salesforce INC | — | NEW | New buy |
| 3 | DAL | Delta Air Lines INC | — | NEW | New buy |
| 4 | GTM | Zoominfo Technologies INC | — | EXIT | Sold out |