CIK: 0001513300
Total reported value
$145.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 46.18% | +20.71% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 38.91% | +18.13% | — | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 13.97% | +1.32% | — | |
| 4 | ✓ | Finch Therapeutics Group INC | Stock-Other | 0.94% | — | — |