Q4 2020 Holdings
Filed 2021-01-28 | 11 holdings | $4.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Principal Financial Group in(PFG) | COM | 74251V102 | $899.8K | 18,137,000 | 18.7% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $714.7K | 2,277,900 | 14.8% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $666.7K | 1,940,301 | 13.8% |
| Select Sector Spdr TR(XLP) | SBI CONS STPLS | 81369Y308 | $531.0K | 7,872,387 | 11.0% |
| Select Sector Spdr TR(XLV) | SBI HEALTHCARE | 81369Y209 | $494.9K | 4,362,561 | 10.3% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $486.7K | 1,296,408 | 10.1% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $306.9K | 2,622,700 | 6.4% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $243.8K | 651,989 | 5.1% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $208.6K | 1,603,889 | 4.3% |
| Prudential Finl Inc(PRU) | COM | 744320102 | $199.9K | 2,560,000 | 4.1% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $64.2K | 330,014 | 1.3% |