| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VOO) | 1,449 | $343 | 100.00% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 16.79% | 100% | +83.21% |
| Utilities | 28.96% | 0% | -28.96% |
| Technology | 18.44% | 0% | -18.44% |
| Real Estate | 14.14% | 0% | -14.14% |
| Consumer Cyclical | 12.68% | 0% | -12.68% |
| Communication Services | 7.89% | 0% | -7.89% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 16.79% | 100% | +83.21% |
| Large Cap | 64.45% | 0% | -64.45% |
| Mega Cap | 18.71% | 0% | -18.71% |
| Mid Cap | 0.05% | 0% | -0.05% |
| Financial Services | 0.35% | 0% | -0.35% |
| Consumer Defensive | 0.28% | 0% | -0.28% |
| Healthcare | 0.22% | 0% | -0.22% |
| Industrials | 0.14% | 0% | -0.14% |
| Basic Materials | 0.06% | 0% | -0.06% |
| Energy | 0.05% | 0% | -0.05% |
Quarter-over-quarter position changes