Q1 2024 Holdings
Filed 2024-04-18 | 109 holdings | $116.6M | 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 | $2.5M | 6,028 | 2.1% |
| Vaneck ETF Trust(ANGL) | FALLEN ANGEL HG | 92189F437 | $2.7M | 95,941 | 2.4% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $2.8M | 24,800 | 2.4% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $3.2M | 12,950 | 2.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $4.0M | 9,338 | 3.4% |
| Chevron Corp New(CVX) | COM | 166764100 | $6.6M | 40,656 | 5.7% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $6.8M | 37,098 | 5.9% |
| Apple Inc(AAPL) | COM | 037833100 | $8.5M | 50,810 | 7.3% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $16.1M | 206,409 | 13.8% |