Q4 2023 Holdings
Filed 2024-01-18 | 64 holdings | $136.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Unitedhealth Group Inc COM(UNH) | Stock | 91324P102 | $2.8M | 5,263 | 2.0% |
| Abbvie Inc COM(ABBV) | Stock | 00287Y109 | $3.2M | 20,463 | 2.3% |
| Thermo Fisher Scientific Inc COM(TMO) | Stock | 883556102 | $3.3M | 6,281 | 2.4% |
| Canadian Natl RY Co COM(CNI) | Stock | 136375102 | $3.4M | 26,729 | 2.5% |
| Apple Inc COM(AAPL) | Stock | 037833100 | $3.6M | 18,931 | 2.7% |
| Microsoft Corp COM(MSFT) | Stock | 594918104 | $4.1M | 10,913 | 3.0% |
| Occidental Pete Corp COM(OXY) | Stock | 674599105 | $4.2M | 70,553 | 3.1% |
| Canadian Pacific Kansas City COM(CP) | Stock | 13646K108 | $5.0M | 63,563 | 3.7% |
| Proshares Short S&p500 | ETF | 74347B425 | $6.2M | 479,205 | 4.6% |
| Spdr Gold Shares(GLD) | ETF | 78463V107 | $7.4M | 38,865 | 5.4% |
| Berkshire Hathaway Inc del CL A(BRK/A) | Stock | 084670108 | $7.6M | 14 | 5.6% |
| Vanguard Total Bond Market ETF(BND) | ETF | 921937835 | $8.1M | 109,707 | 5.9% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | Stock | 084670702 | $9.0M | 25,296 | 6.6% |
| Spdr Bloomberg 1-3 Month T-Bill ETF(BIL) | ETF | 78468R663 | $10.6M | 116,396 | 7.8% |