Holdings by Type

Long Short Total
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As of May 31, 2022

Top 25 Holdings

Symbol Name % Weight Price % Change
MSFT Microsoft Corp 4.70% 293.48 0.54%
AAPL Apple Inc 3.92% 173.16 0.62%
AMZN Amazon.com Inc 2.35% 143.22 -0.23%
-- Fidelity Revere Str Tr 2.33% -- --
-- United States Treasury Notes 1.25% 1.79% -- --
GOOGL Alphabet Inc 1.47% 122.09 0.34%
META Meta Platforms Inc 1.43% 180.79 0.16%
GOOG Alphabet Inc 1.31% 122.87 0.18%
UNH UnitedHealth Group Inc 1.30% 544.58 0.16%
NVDA NVIDIA Corp 1.17% 190.29 1.71%
XOM Exxon Mobil Corp 1.16% 92.32 -1.79%
V Visa Inc 1.06% 216.48 2.43%
-- United States Treasury Bonds 2% 1.00% -- --
TSLA Tesla Inc 1.00% 927.31 3.02%
WFC Wells Fargo & Co 0.97% 45.74 -0.44%
-- United States Treasury Notes 1.25% 0.84% -- --
PG Procter & Gamble Co 0.84% 148.57 1.30%
BAC Bank of America Corp 0.84% 36.28 -0.06%
LLY Eli Lilly and Co 0.82% 313.89 1.89%
-- United States Treasury Notes 1.125% 0.79% -- --
TRV The Travelers Companies Inc 0.76% 172.14 0.34%
TMO Thermo Fisher Scientific Inc 0.75% 604.49 0.21%
BMY Bristol-Myers Squibb Co 0.71% 74.50 -1.42%
-- United States Treasury Bonds 3% 0.70% -- --
-- United States Treasury Notes 1.5% 0.67% -- --
As of May 31, 2022