Woodbridge portfolio

What changed this quarter

3 positions with a change (2 new, 1 added to). 2 are listed here: those of 0.5 points of the portfolio or more (up to 12).

• Thomson Reuters+1.1%more sharesIncreased
  97.3% → 95.8%
• Vanguard S&P 500 ETF+0.6 ppof portfolioNew
  — → 0.7%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• Thomson ReutersTRI95.8%
• Vanguard S&P 500 ETFVOO0.7%
• AlphabetGOOGL0.4%
• Amazon.comAMZN0.3%
• Vanguard Total International Stock ETFVXUS0.2%
• EnbridgeENB0.2%
• Toronto Dominion BankTD0.2%
• Royal Bank of CanadaRY0.2%
• Berkshire HathawayBRK/B0.2%
• JPMorgan ChaseJPM0.2%
• FortisFTS0.1%
• EmeraEMA0.1%
• Nextera EnergyNEE0.1%
• UnitedHealth GroupUNH0.1%
• VisaV0.1%
• SempraSRE0.1%
• Texas InstrumentsTXN0.1%
• BXPBXP0.1%
• DanaherDHR0.1%
• Thermo Fisher ScientificTMO0.1%
• Waste ManagementWM0.1%
• MicrosoftMSFT0.1%
• GFL EnvironmentalGFL0.1%
• Canadian Pacific Kansas CityCPunder 0.1%
• IntelINTCunder 0.1%
• Ross StoresROSTunder 0.1%
• Johnson & JohnsonJNJunder 0.1%
• Willis Towers WatsonWTWunder 0.1%
• KLAKLACunder 0.1%
• WabtecWABunder 0.1%
• AutoZoneAZOunder 0.1%
• Allison Transmission HoldingsALSNunder 0.1%
• CencoraCORunder 0.1%
• LindeLINunder 0.1%
• Brookfield Asset ManagementBAMunder 0.1%
• AmphenolAPHunder 0.1%
• Intercontinental ExchangeICEunder 0.1%
• Dollar TreeDLTRunder 0.1%
• American ExpressAXPunder 0.1%
• CME GroupCMEunder 0.1%
• Lockheed MartinLMTunder 0.1%
• Lowe'sLOWunder 0.1%
• Home DepotHDunder 0.1%
• MastercardMAunder 0.1%
• Canadian Natural ResourcesCNQunder 0.1%
• Ss&c Technologies HoldingsSSNCunder 0.1%
• AppleAAPLunder 0.1%
• Imperial OilIMOunder 0.1%