CIK: 0001802437
Total reported value
$2.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 100.00% | -100.00% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +45% | -51.14% | Trim |
| 2 | SDY | Ss Spdr S&p Dividend ETF | — | EXIT | Sold out |
| 3 | ARKK | Ark Innovation ETF | — | EXIT | Sold out |