CIK: 0001643792
Total reported value
$1.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 81.53% | — | +39.82% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 7.95% | — | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.95% | — | — | |
| 4 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 3.79% | — | — | |
| 5 | AAPL | Apple INC | Stock-Tech | 2.78% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +5.2% | +39.82% | Add |
| 2 | EL | Estee Lauder Companies-cl A | -0.8% | — | Unchanged |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | -0.8% | — | Unchanged |
| 4 | AAPL | Apple INC | -1.4% | — | Unchanged |
| 5 | GLD | Spdr Gold Shares | -2.2% | — | Unchanged |