Q3 2019 Holdings
Filed 2019-10-30 | 111 holdings | $1.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.4K | 2,005 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.6K | 18,962 | 0.2% |
| Ishares US ETF TR(NEAR) | SHT MAT BD ETF | 46431W507 | $3.0K | 58,769 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $3.3K | 15,776 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $3.7K | 16,518 | 0.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $3.7K | 2,145 | 0.2% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $3.9K | 147,860 | 0.2% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $4.1K | 55,856 | 0.2% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $392.0K | 1,889 | 23.5% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $503.0K | 1,745 | 30.1% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $681.0K | 8,992 | 40.8% |