Q1 2024 Holdings
Filed 2024-04-18 | 6 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 | $5.1M | 29,577 | 52.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.4M | 2,647 | 14.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.3M | 3,024 | 13.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $1.3M | 2 | 13.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $493.0K | 1,432 | 5.1% |
| Walmart Inc(WMT) | COM | 931142103 | $223.3K | 3,711 | 2.3% |