Q3 2024 Holdings
Filed 2024-11-14 | 256 holdings | $600.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Class B | CL B NEW | 084670207 | $11.5M | 24,991 | 1.9% |
| Amazon.com Inc.(AMZN) | COM | 023135106 | $11.7M | 62,953 | 2.0% |
| Alphabet Inc Class A(GOOGL) | CAP STK CL A | 02079K305 | $12.5M | 75,323 | 2.1% |
| Schwab Fundemental US Small Company ETF(FNDA) | SCHWAB FDT US SC | 808524763 | $26.4M | 442,380 | 4.4% |
| Apple(AAPL) | COM | 037833100 | $31.1M | 133,615 | 5.2% |
| Microsoft(MSFT) | COM | 594918104 | $38.9M | 90,518 | 6.5% |