Category summary
Stocks
Public market positions and managed equity exposure.
Value
$731,240
Liquidity
High
Largest holding
US Index Portfolio
Six month view
Stocks trend
Positions
Holdings
| Holding | Value | Change |
|---|---|---|
US Index Portfolio Broad market ETF sleeve | $382,100 | +5.1% |
International Equities Developed and emerging markets | $179,540 | +2.8% |
Single Stock Basket Concentrated conviction names | $169,600 | +4.6% |
Signals
Summary notes
Equity exposure is the largest liquid growth driver this month.
Concentration is visible but still below the internal watch threshold.