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LDDR

LifeX 2035 Income Bucket ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRHG
1
Stone Ridge Holdings Group
New York
$242M
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.76M +$1.76M +20,242 New
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$1.48M +$242K +2,786 +20%
BC
4
Barrett & Company
Rhode Island
$666K +$552K +6,345 +488%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$329K +$328K +3,777 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$218K -$390K -4,489 -64%
UBS Group
7
UBS Group
Switzerland
-$10.9K -123 Closed