Style
ValueTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CME Group Inc(CME) | 60,000 | $15.8M | 99.57% |
| 2 | Wealthfront Corp(WLTH) | 6,928 | $68.2K | 0.43% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Financial Services | 100% | 99.57% | -0.43% |
| Unclassified | 0% | 0.43% | +0.43% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 100% | 99.57% | -0.43% |
| Unclassified | 0% | 0.43% | +0.43% |
Quarter-over-quarter position changes