| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Ishares TR Core S&P TTL STK | 6,260 | $911.8K | 44.37% |
| 2 | Vera Therapeutics Inc | 22,810 | $662.9K | 32.26% |
| 3 | BRP Inc | 7,674 | $466.4K | 22.70% |
| 4 | Ring Energy Inc | 12,667 | $13.8K | 0.67% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 100% | 100% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 100% |
| 100% |
| 0% |
Quarter-over-quarter position changes