Q4 2023 Holdings
Filed 2024-01-18 | 103 holdings | $102.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corporation(MSFT) | Common Stock | 594918104 | $4.0M | 10,630 | 3.9% |
| Ishares TR Core S&p500 ETF(IVV) | Exchange Traded Funds (Country Baskets/iShares) - Domestic | 464287200 | $4.6M | 9,619 | 4.5% |
| Coca Cola Company(KO) | Common Stock | 191216100 | $25.7M | 436,045 | 25.0% |