Style
ETFTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index Funds(VOO) | 942,369 | $647.2M | 98.32% |
| 2 | Palmer Square Capital BDC in(PSBD) | 911,854 | $9.5M | 1.44% |
| 3 | Vanguard Index Funds(VB) | 2,644 | $801.4K | 0.12% |
| 4 | Vanguard Index Funds(VO) | 9,532 | $768.0K | 0.12% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Financial Services | 1.46% | 1.44% | -0.02% |
| Unclassified | 98.54% | 98.56% | +0.02% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 98.54% | 98.56% | +0.02% |
| Small Cap | 1.46% | 1.44% | -0.02% |
Quarter-over-quarter position changes