Total Positions
1
Quarter
2024 Q3
Top Holding
VOO (100.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-1 of 1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 100.00% | 100.00% |
#1
Prev: #1
|
10.0 | 17,800 | 70.2% |
P
S
|
43,150 | $22,768,961 | 2024 Q1 | 13F Filing | 2024-09-30 | 2024-11-14 (Est.) |
Showing 1-1 of 1 holdings