Q4 2023 Holdings
Filed 2024-02-09 | 6 holdings | $2.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corporation(MSFT) | Com | 594918104 | $590.4K | 1,570 | 28.7% |
| Apple Inc(AAPL) | Com | 037833100 | $362.9K | 1,885 | 17.7% |
| Amazon.com Inc(AMZN) | Com | 023135106 | $344.1K | 2,265 | 16.7% |
| Alphabet Inc Cl A(GOOGL) | Com | 02079K305 | $266.8K | 1,910 | 13.0% |
| Avantis US Large Cap Value ETF(AVLV) | Com | 025072349 | $257.9K | 4,465 | 12.5% |
| Spdr S&P 500 ETF(SPY) | Com | 78462F103 | $233.4K | 491 | 11.4% |