CIK: 0001838660
Total reported value
$380.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 70.88% | +62.36% | -0.10% | |
| 2 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 8.91% | — | — | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.57% | — | -87.72% | |
| 4 | BDX | Becton Dickinson And Co | Stock-Healthcare | 4.61% | -0.04% | — | |
| 5 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 4.41% | — | — | |
| 6 | OIH | Vaneck Oil Services ETF | ETF-Other | 3.51% | -2.72% | EXIT | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.11% | — | +0.71% |