Q2 2024 Holdings
Filed 2024-07-16 | 110 holdings | $120.9M | 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 | $2.4M | 5,778 | 1.9% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $2.5M | 2,953 | 2.1% |
| Vaneck ETF Trust(ANGL) | FALLEN ANGEL HG | 92189F437 | $2.8M | 97,261 | 2.3% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $2.9M | 24,800 | 2.4% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $3.2M | 13,025 | 2.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $4.0M | 9,054 | 3.3% |
| Chevron Corp New(CVX) | COM | 166764100 | $6.3M | 40,563 | 5.2% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $6.8M | 37,358 | 5.6% |
| Apple Inc(AAPL) | COM | 037833100 | $10.4M | 49,468 | 8.6% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $16.2M | 208,604 | 13.4% |