Allocation by class
Portfolio Concentration
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 135.32K
Full voting authority
135.32K
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Simplify Asset Management Inc.SOLE | SIMPLIFY MBS ETF | 98.21K | SH | $4.94M 64.18% | 98.21K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 37.10K | SH | $2.76M 35.82% | 37.10K | 0.00 | 0.00 |