Q4 2023 Holdings
Filed 2024-02-22 | 5 holdings | $9.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $5.7M | 29,583 | 58.8% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.4M | 2,917 | 14.3% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $1.1M | 2 | 11.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.1M | 3,024 | 11.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $445.2K | 1,432 | 4.6% |