Q1 2023 Holdings
Filed 2023-04-18 | 8 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $1.2M | 5,300 | 91.6% |
| Ishares TR Core S&p500 ETF(IVV) | COM | 464287200 | $64.7K | 157,464 | 5.0% |
| Ishares TR Core Msci Eafe(IEFA) | COM | 46432F842 | $27.4K | 409,613 | 2.1% |
| Ishares Inc Core Msci Emkt(IEMG) | COM | 46434G103 | $13.3K | 272,534 | 1.0% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $1.6K | 600 | 0.1% |
| Otis Worldwide Corp(OTIS) | COM | 68902V107 | $1.4K | 16,000 | 0.1% |
| Markel Corp(MKL) | COM | 570535104 | $766 | 600 | 0.1% |
| Hasbro Inc(HAS) | COM | 418056107 | $655 | 12,200 | 0.1% |