CIK: 0001767724
Total reported value
$568.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TJX | Tjx Companies INC | Stock-Consumer Disc | 97.03% | +2.82% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | -1.53% | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.01% | — | |
| 4 | AAPL | Apple INC | Stock-Tech | 0.43% | -0.18% | — | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.24% | — | — | |
| 6 | TYGEUR | Tortoise Energy Infrastruct | Stock-Other | 0.22% | — | — | |
| 7 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.22% | -0.12% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | -0.46% | — | |
| 9 | YEXT | Yext INC | Stock-Other | 0.14% | — | — | |
| 10 | SIRIEUR | Sirius Xm Holdings INC | Stock-Other | 0.05% | — | — |