Planned rebalance shifts weight from Alphabet Class A to Class C
Alphabet Inc. (Class C) is planned to be increased, while Alphabet Inc. (Class A) is planned to be reduced by the same amount. No new positions are planned and no positions are planned to be fully exited. If executed, the target portfolio would remain fully concentrated in Alphabet, with more weight shifted toward Alphabet Inc. (Class C).
Portfolio changes
GOOGAlphabet Inc. (Class C)42.72%51.18%Increased
GOOGLAlphabet Inc. (Class A)57.28%48.82%Reduced