Q2 2023 Holdings
Filed 2023-07-07 | 514 holdings | $3.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares Core S&P Mid Cap ETF(IJH) | ETF | 464287507 | $137.8M | 526,923 | 4.6% |
| Microsoft Corp COM(MSFT) | COM | 594918104 | $153.1M | 449,513 | 5.1% |
| Berkshire Hathaway Inc Class A(BRK/A) | COM | 084670108 | $174.5M | 337 | 5.9% |
| Apple Inc(AAPL) | COM | 037833100 | $195.2M | 1,006,406 | 6.5% |