Q3 2023 Holdings
Filed 2023-11-08 | 506 holdings | $1.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $23.3M | 66,514 | 1.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $30.1M | 237,127 | 1.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $43.0M | 136,263 | 2.7% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $46.4M | 129,448 | 2.9% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $53.7M | 124,576 | 3.4% |
| Apple Inc(AAPL) | COM | 037833100 | $69.3M | 404,490 | 4.3% |