Fund HoldingsCVS HEALTH Corp

Total Portfolio Value
$193.74M
Total Bought
$40.83M
Total Sold
$35.26M
Net Transaction
+$5.57M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR S P 500 ETF TRUST(SPY)224,596287,891+63,29596,010136,83770.63%+40,827
VANGUARD WHITEHALL FDS252,032252,032026,04028,13414.52%+2,094
PRUDENTIAL FINANCIAL INC(PFH)2,6832,68302552780.14%+24
HEALTH CATALYST INC32,27332,27303272990.15%-28
ISHARES9300-930950-95
LUMIRADX LTD5,352,1065,352,10601,2693370.17%-932
ISHARES CORE HIGH DIVIDEND ETF
CORE HIGH DV ETF
306,791273,110-33,68130,33927,85414.38%-2,484
ENERGY SELECT SECTOR SPDR
ST STR ENERG ETF
147,3000-147,30013,3140-13,314
CONSUMER STAPLES SPDR
ST STR STAPL ETF
281,4000-281,40019,3630-19,363
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