Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Spdr Series Trust(SPYM) | 380,177 | $34.1M | 17.71% |
| 2 | Vanguard Tax-Managed FDS(VEA) | 315,423 | $22.3M | 11.56% |
| 3 | Ishares Gold TR(IAU) | 118,799 | $9.3M | 4.81% |
| 4 | Schwab Strategic TR(SCHP) | 362,207 | $9.1M | 4.72% |
| 5 | IM Global Partner Funds(DBMF) | 232,932 | $7.6M | 3.93% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Industrials | 0.16% | 0% | -0.16% |
| Consumer Cyclical | 0% | 0.11% | +0.11% |
| Ishares Bitcoin Trust ETF(IBIT) |
| 143,923 |
| $6.8M |
| 3.54% |
| 7 | Vanguard Intl Equity Index F(VWO) | 106,703 | $6.3M | 3.28% |
| 8 | Vanguard Index FDS(VOO) | 8,319 | $5.8M | 3.03% |
| 9 | Schwab Strategic TR(SCHA) | 164,047 | $5.4M | 2.78% |
| 10 | Vanguard Charlotte FDS(BNDX) | 110,108 | $5.2M | 2.68% |
| Unclassified | 99.5% | 99.59% | +0.09% |
| Technology | 0.33% | 0.3% | -0.03% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 99.5% | 99.59% | +0.09% |
| Mega Cap | 0.33% | 0.41% | +0.08% |
| Large Cap | 0.16% | 0% | -0.16% |
Quarter-over-quarter position changes