CVS HEALTH Corp

**CVS HEALTH Corp** manages $135M across a diversified portfolio of 9 positions. The strategy is heavily weighted toward broad market exposure, evidenced by the $104.9M allocation to SPY, representing approximately 77.5% of AUM. Significant secondary allocations include $10.0M in USHY and $5.0M each in IGIB, JAAA, and IGSB. This structure suggests a core mandate focused on broad equity market participation with tactical tilts into fixed income and sector-specific instruments.

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