Q1 2024 Holdings
Filed 2024-05-14 | 103 holdings | $231.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $10.5M | 61,328 | 4.5% |
| Wisdomtree TR(IHDG) | ITL HDG QTLY DIV | 97717X594 | $11.2M | 243,607 | 4.8% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $21.5M | 51,089 | 9.3% |