CIK: 0001674705
Total reported value
$219.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSM | Black Stone Minerals LP | Stock-Other | 50.99% | -2.72% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 49.01% | +2.72% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BSM | Black Stone Minerals LP | +14.5% | — | Unchanged |
| 2 | VOO | Vanguard S&p 500 ETF | -14.4% | — | Trim |
| 3 | AMPL | Amplitude Inc-class A | — | EXIT | Sold out |