Q4 2023 Holdings
Filed 2024-01-31 | 58 holdings | $362.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa Inc(V) | COM CL A | 92826C839 | $10.6M | 40,610 | 2.9% |
| Linde PLC(LIN) | SHS | G54950103 | $10.9M | 26,440 | 3.0% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $11.0M | 116,520 | 3.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $11.2M | 27,600 | 3.1% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $11.3M | 160,575 | 3.1% |
| Ishares TR(USIG) | USD INV GRDE ETF | 464288620 | $14.9M | 290,980 | 4.1% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $18.2M | 314,823 | 5.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $18.4M | 34 | 5.1% |