CIK: 0001674705
Total reported value
$219.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 63.01% | +2.72% | +75.01% | |
| 2 | BSM | Black Stone Minerals LP | Stock-Other | 36.99% | -2.72% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +14% | +75.01% | Add |
| 2 | BSM | Black Stone Minerals LP | -14% | — | Unchanged |