| Stock | Ownership Trend | Portfolio % | Prev Q % | Q4 2022 Value | Q4 2022 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| SSTATE STR SPDR S&P 500 ETF TSPY | 45.24% | 45.68% | $9.6M | 25,200 | $9.6M | 24,800 | +400+1.61% | Add | |
| IINVESCO EXCH TRD SLF IDX FDBSCO | 39.06% | 39.36% | $8.3M | 406,209 | $8.3M | 404,829 | +1,380+0.34% | Add | |
| NNEXTERA ENERGY INCNEE | 15.7% | 14.96% | $3.3M | 40,000 | $3.1M | 40,000 | 00.00% | Unchanged |
