Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Ishares Inc(URTH) | 383,650 | $79.1M | 23.78% |
| 2 | Vanguard Index FDS(VOO) | 77,316 | $54.2M | 16.28% |
| 3 | Paramount Skydance Corp(PSKY) | 2,560,287 | $26.4M | 7.95% |
| 4 | World Gold TR(GLDM) | 283,425 | $23.3M | 7.00% |
| 5 | Ishares TR(LQD) | 205,100 | $21.0M | 6.30% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Communication Services | 12.16% | 11.31% | -0.85% |
| Unclassified | 87.84% | 88.69% | +0.85% |
Quarter-over-quarter weight changes by market cap
| Ishares TR(IDEV) |
| 137,075 |
| $12.3M |
| 3.69% |
| 7 | Abrdn Etfs(BCI) | 457,523 | $11.8M | 3.56% |
| 8 | Ishares TR(ARTY) | 72,285 | $5.7M | 1.70% |
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 87.84% | 88.69% | +0.85% |
| Mid Cap | 12.16% | 11.31% | -0.85% |
Quarter-over-quarter position changes