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 | 79.22% | — | -47.10% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 14.72% | — | — | |
| 3 | AAPL | Apple INC | Stock-Tech | 6.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +6.8% | — | Unchanged |
| 2 | AAPL | Apple INC | +3.3% | — | Unchanged |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.3% | -47.10% | Trim |
| 4 | EL | Estee Lauder Companies-cl A | -3.8% | EXIT | Sold out |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | -4% | EXIT | Sold out |