Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard 500 Index Fund(VOO) | 711,866 | $498.9M | 82.01% |
| 2 | S&P Depository Receipts(SPY) | 142,522 | $108.7M | 17.87% |
| 3 | Space Exploration Technologies(SPCX) | 5,203 | $784.9K | 0.13% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 2.15% | 0% | -2.15% |
| Unclassified | 97.85% | 100% | +2.15% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % |
|---|
| Change |
|---|
| Unclassified | 97.85% | 100% | +2.15% |
| Mid Cap | 2.15% | 0% | -2.15% |
Quarter-over-quarter position changes