Q1 2024 Holdings
Filed 2024-05-09 | 209 holdings | $333.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $6.3M | 24,366 | 1.9% |
| Abbott Labs(ABT) | COM | 002824100 | $6.6M | 58,305 | 2.0% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $8.9M | 186,082 | 2.7% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $9.2M | 58,097 | 2.8% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $9.5M | 62,387 | 2.8% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $12.0M | 236,326 | 3.6% |
| Apple Inc(AAPL) | COM | 037833100 | $13.6M | 79,554 | 4.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $17.9M | 42,499 | 5.4% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $25.0M | 59,401 | 7.5% |