Q4 2024 Holdings
Filed 2025-02-07 | 57 holdings | $401.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | COM | 922908769 | $12.7M | 43,850 | 3.2% |
| Visa Inc(V) | COM | 92826C839 | $12.8M | 40,610 | 3.2% |
| Oracle Corp(ORCL) | COM | 68389X105 | $13.8M | 82,710 | 3.4% |
| Ishares TR(USIG) | COM | 464288620 | $14.3M | 284,810 | 3.6% |
| Walmart Inc(WMT) | COM | 931142103 | $15.0M | 165,666 | 3.7% |
| Vanguard Star FDS(VXUS) | COM | 921909768 | $18.6M | 314,823 | 4.6% |
| Berkshire Hathaway Inc del(BRK/A) | COM | 084670108 | $23.2M | 34 | 5.8% |