CIK: 0001729139
Total reported value
$193.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-Other | 100.00% | — | +266.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab U.S. Dividend Equity ETF | +0.6% | +266.73% | Add |
| 2 | OHAIUSD | Oha Investment CORP | — | EXIT | Sold out |