CIK: 0001728195
Total reported value
$332.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 52.49% | — | — | |
| 2 | INTU | Intuit INC | Stock-Tech | 46.47% | — | -22.60% | |
| 3 | CC | Chemours Co/the | Stock-Materials | 0.57% | — | — | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.28% | — | — | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.18% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | Sold out |
| 2 | INTU | Intuit INC | — | EXIT | Sold out |
| 3 | CC | Chemours Co/the | — | EXIT | Sold out |
| 4 | VEU | Vanguard Ftse All-world Ex-u | — | EXIT | Sold out |
| 5 | VTI | Vanguard Total Stock Mkt ETF | — | EXIT | Sold out |