Q1 2023 Holdings
Filed 2023-05-12 | 361 holdings | $489.8M | 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 | $5.8M | 18,723 | 1.2% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $5.8M | 76,102 | 1.2% |
| Home Depot Inc(HD) | COM | 437076102 | $6.3M | 21,368 | 1.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $6.5M | 62,850 | 1.3% |
| Amplify ETF TR(DIVO) | CWP ENHANCED DIV | 032108409 | $7.4M | 207,638 | 1.5% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $7.6M | 27,439 | 1.6% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $7.7M | 118,236 | 1.6% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $9.4M | 45,972 | 1.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $16.5M | 57,356 | 3.4% |
| Union PAC Corp(UNP) | COM | 907818108 | $23.0M | 114,152 | 4.7% |
| Apple Inc(AAPL) | COM | 037833100 | $33.9M | 205,305 | 6.9% |