Q4 2024 Holdings
Filed 2025-02-04 | 211 holdings | $629.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr S&P MidCap 400 ETF(MDY) | UTSER1 S&PDCRP | 78467Y107 | $11.5M | 20,265 | 1.8% |
| Vanguard Financials ETF(VFH) | FINANCIALS ETF | 92204A405 | $11.6M | 97,960 | 1.8% |
| ServiceNow Inc(NOW) | COM | 81762P102 | $12.4M | 11,651 | 2.0% |
| BlackRock Inc(BLK) | COM | 09290D101 | $13.0M | 12,636 | 2.1% |
| Salesforce.com Inc(CRM) | COM | 79466L302 | $13.6M | 40,567 | 2.2% |
| Berkshire Hathaway Inc(BRK/B) | CL B NEW | 084670702 | $14.3M | 31,609 | 2.3% |
| WisdomTree Dynamic Ccy Hdgd Intl Eq ETF(DDWM) | CURRNCY INT EQ | 97717X263 | $15.7M | 456,151 | 2.5% |
| Vanguard Sector Index Fds Vanguard Information Tec(VGT) | INF TECH ETF | 92204A702 | $21.9M | 35,233 | 3.5% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $22.1M | 100,626 | 3.5% |
| Alphabet Inc. CL A(GOOGL) | CL A | 02079K305 | $22.6M | 119,299 | 3.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $30.3M | 71,899 | 4.8% |