Q3 2024 Holdings
Filed 2024-11-14 | 209 holdings | $345.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbott Labs(ABT) | COM | 002824100 | $6.6M | 58,017 | 1.9% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $8.3M | 29,256 | 2.4% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $9.4M | 57,973 | 2.7% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $9.9M | 59,244 | 2.9% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $10.3M | 209,357 | 3.0% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $11.2M | 218,123 | 3.2% |
| Apple Inc(AAPL) | COM | 037833100 | $17.0M | 72,964 | 4.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $18.0M | 41,868 | 5.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $26.7M | 58,064 | 7.7% |