Q4 2024 Holdings
Filed 2025-02-12 | 113 holdings | $165.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wells Fargo Co New(WFC) | COM | 949746101 | $1.6M | 16,548 | 1.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.7M | 3,918 | 1.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.7M | 16,048 | 1.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.0M | 44,663 | 1.2% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $2.0M | 22,347 | 1.2% |
| Select Sector Spdr TR(XLE) | ENERGY | 81369Y506 | $2.2M | 25,389 | 1.3% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $2.3M | 20,956 | 1.4% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $2.3M | 4,303 | 1.4% |
| Truist Finl Corp(TFC) | COM | 89832Q109 | $2.4M | 56,115 | 1.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $3.0M | 10,319 | 1.8% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $3.6M | 7,932 | 2.2% |
| Bank America Corp(BAC) | COM | 060505104 | $4.6M | 105,357 | 2.8% |
| Lowes COS Inc(LOW) | COM | 548661107 | $83.3M | 337,533 | 50.3% |