CIK: 0001801583
Total reported value
$501.3M
Showing top 10 holdings (of 210 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.04% | — | -2.26% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.04% | — | -5.18% | |
| 3 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.04% | — | — | |
| 4 | CVS | Cvs Health CORP | Stock-Healthcare | 0.04% | — | — | |
| 5 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.04% | — | — | |
| 6 | BAC | Bank Of America CORP | Stock-Financials | 0.03% | — | +0.03% | |
| 7 | MCK | Mckesson CORP | Stock-Healthcare | 0.02% | — | -0.07% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.01% | — | — | |
| 9 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.01% | — | — | |
| 10 | HPQ | Hp INC | Stock-Tech | — | — | — |