Edit fund holdings
Quarterly refresh tool. Paste the top-10 holdings as a JSON array; each row needs ticker, weight_pct, and as_of_date (YYYY-MM-DD). Every save is logged in holdings_audit with your source IP — VPN-only.
Quarterly refresh tool. Paste the top-10 holdings as a JSON array; each row needs ticker, weight_pct, and as_of_date (YYYY-MM-DD). Every save is logged in holdings_audit with your source IP — VPN-only.