Q1 2024 Holdings
Filed 2024-04-15 | 213 holdings | $710.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IQLT) | MSCI INTL QUALTY | 46434V456 | $40.6M | 1,024,041 | 5.7% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $41.0M | 97,435 | 5.8% |
| First TR Exchng Traded FD VI(FIXD) | TCW OPPORTUNIS | 33740F805 | $50.3M | 1,154,577 | 7.1% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $56.5M | 917,934 | 7.9% |