Q2 2024 Holdings
Filed 2024-08-14 | 205 holdings | $331.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $11.2M | 60,833 | 3.4% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $11.2M | 222,993 | 3.4% |
| Apple Inc(AAPL) | COM | 037833100 | $15.6M | 74,257 | 4.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $18.8M | 42,069 | 5.7% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $24.0M | 58,979 | 7.2% |