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Drystone LLC

Q4 2021 Holdings

Filed 2022-02-11 | 20 holdings | $113.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Apple(AAPL)common stock037833100$17.0K9815.0%
Microsoft(MSFT)common stock594918104$10.2K30,4339.0%
Trane(IR)common stockG47791101$10.1K49,8908.9%
Mettler-Toledo(MTD)common stock592688105$7.5K4,4236.6%
Expeditors Int'l.(EXPD)common stock302130109$7.1K53,1736.3%
Rockwell Automation(ROK)common stock773903109$7.1K20,4616.3%
Ritchie Brothers(RBAGBP)common stock767744105$6.5K106,0255.7%
Hilton(HLT)common stock43300A203$6.5K41,5045.7%
Texas Instruments(TXN)common stock882508104$6.3K33,5115.6%
Vanguard International REIT ETF(VNQI)exchange-traded fund922042676$5.9K109,2605.2%
Vanguard Total International Stock ETF(VXUS)exchange-traded fund921909768$5.5K87,0344.9%
Vanguard U.S. REIT ETF(VNQ)exchange-traded fund922908553$5.2K44,5864.6%
Berkshire Hathaway BClass B common stock084670207$4.5K15,0054.0%
Douglas Dynamics(PLOW)common stock25960R105$4.4K112,0043.9%
Johnson & Johnson(JNJ)common stock478160104$3.3K19,1632.9%
Vanguard Short-Term Corporate Bond ETF(VCSH)exchange-traded fund92206C409$2.4K30,0382.2%
Vanguard Intermediate Corp. Bond ETF(VCIT)exchange-traded fund92206C870$2.1K22,8491.9%
Vanguard Total World Stock ETF(VT)exchange-traded fund922042742$8878,2600.8%
Fastenal(FAST)common stock311900104$3205,0000.3%
Vanguard S&P 500 Stock ETF(VOO)exchange-traded fund922908363$2666100.2%