Q1 2024 Holdings
Filed 2024-05-14 | 158 holdings | $541.9M | 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 | $16.3M | 40,107 | 3.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $17.0M | 40,447 | 3.1% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $17.3M | 29,757 | 3.2% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $19.1M | 21,099 | 3.5% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $21.8M | 559,884 | 4.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $25.8M | 415,096 | 4.8% |
| Apple Inc(AAPL) | COM | 037833100 | $27.6M | 161,104 | 5.1% |
| Schwab Strategic TR(FNDX) | SCHWAB FDT US LG | 808524771 | $28.1M | 416,747 | 5.2% |