| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | iShares Core S&P 500 ETF(IVV) | 68,600 | $18.4K | 100.00% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 8.31% | 100% | +91.69% |
| Healthcare | 85.27% | 0% | -85.27% |
| Communication Services | 1.38% | 0% | -1.38% |
| Technology | 1.32% | 0% | -1.32% |
| Consumer Cyclical | 1.05% | 0% | -1.05% |
| Consumer Defensive | 1.04% | 0% | -1.04% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 8.31% | 100% | +91.69% |
| Large Cap | 87.88% | 0% | -87.88% |
| Mega Cap | 3.73% | 0% | -3.73% |
| Mid Cap | 0.08% | 0% | -0.08% |
| Industrials | 0.91% | 0% | -0.91% |
| Financial Services | 0.48% | 0% | -0.48% |
| Real Estate | 0.14% | 0% | -0.14% |
| Basic Materials | 0.1% | 0% | -0.1% |
Quarter-over-quarter position changes