Q4 2021 Holdings
Filed 2022-01-27 | 167 holdings | $13.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Salesforce.com Inc(CRM) | COM | 79466L302 | $9.0K | 35,466 | 0.1% |
| Kla-Tencor Corp(KLAC) | COM | 482480100 | $10.5K | 24,468 | 0.1% |
| WisdomTree Dynamic Ccy Hdgd Intl Eq ETF(DDWM) | CURRNCY INT EQ | 97717X263 | $11.2K | 363,821 | 0.1% |
| Vanguard Sector Index Fds Vanguard Information Tec(VGT) | INF TECH ETF | 92204A702 | $11.7K | 25,453 | 0.1% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $12.3K | 13,416 | 0.1% |
| Spdr S&P MidCap 400 ETF(MDY) | UTSER1 S&PDCRP | 78467Y107 | $12.6K | 24,346 | 0.1% |
| Berkshire Hathaway Inc(BRK/B) | CL B NEW | 084670702 | $12.8K | 42,920 | 0.1% |
| iShares Currency Hedged Msci Eafe(HEFA) | HDG MSCI EAFE | 46434V803 | $13.7K | 388,264 | 0.1% |
| iShares Core S&P Small-Cap(IJR) | CORE S&P SCP ETF | 464287804 | $14.0K | 122,149 | 0.1% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $14.5K | 4,354 | 0.1% |
| Alphabet Inc. CL A(GOOGL) | CL A | 02079K305 | $16.8K | 5,812 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $24.2K | 72,052 | 0.2% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $838.0K | 3,337 | 6.1% |
| Costco Wholesale Corp(COST) | COM | 22160K105 | $1.1M | 1,950 | 8.1% |
| Corteva Inc com(CTVA) | COM | 22052L104 | $2.5M | 52,129 | 17.9% |
| Adobe Systems Inc(ADBE) | COM | 00724F101 | $4.1M | 7,257 | 30.0% |
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $4.7M | 19,496 | 34.0% |