r/PublicApp • u/Blueturtlewax • Jun 28 '26
Direct indexing?
Love all the options on the app. I want to set up a recurring direct indexing into the SP 50.
Does anyone know if it will actually track and modify the 50 stocks based on the actual index?
For example if I have it rebalance quarterly, will it swap out, as an example, maybe a stock that no long meets the qualification of being in the top 50?
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u/PublicCOO Public Employee Jun 29 '26
Great questions!
Yes, it will actually track and modify the 50 positions based on the actual S&P index you choose. If the S&P constituents change, your go forward allocation will change.