Q1 2024 Holdings
Filed 2024-04-15 | 57 holdings | $237.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr Gold Shares(GLD) | ETF | 78463V107 | $8.0M | 38,707 | 3.4% |
| Synopsys Inc(SNPS) | Stock | 871607107 | $8.0M | 14,021 | 3.4% |
| Ishares 1-3 Year Treasury Bond ETF(SHY) | ETF | 464287457 | $8.1M | 98,853 | 3.4% |
| Berkshire Hathaway Inc(BRK/B) | Stock | 084670702 | $8.2M | 19,606 | 3.5% |
| Alphabet Inc(GOOGL) | Stock | 02079K305 | $9.6M | 63,356 | 4.0% |
| Apple Inc(AAPL) | Stock | 037833100 | $10.8M | 63,117 | 4.6% |