Q3 2023 Holdings
Filed 2023-11-03 | 55 holdings | $205.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares 1-3 Year Treasury Bond ETF(SHY) | ETF | 464287457 | $7.6M | 93,721 | 3.7% |
| Alphabet Inc(GOOGL) | Stock | 02079K305 | $8.4M | 64,219 | 4.1% |
| Berkshire Hathaway Inc(BRK/B) | Stock | 084670702 | $8.5M | 24,208 | 4.1% |
| Apple Inc(AAPL) | Stock | 037833100 | $11.4M | 66,345 | 5.5% |