Q4 2024 Holdings
Filed 2025-01-24 | 156 holdings | $203.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $8.4M | 19,837 | 4.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $9.0M | 19,875 | 4.4% |
| Tesla Inc(TSLA) | COM | 88160R101 | $9.1M | 22,473 | 4.5% |
| Janus Detroit STR TR(VNLA) | HENDRSN SHRT ETF | 47103U886 | $10.2M | 209,341 | 5.0% |
| Capital Group Core Equity ET(CGUS) | SHS CREATION UNI | 14020V108 | $11.9M | 341,266 | 5.9% |
| Apple Inc(AAPL) | COM | 037833100 | $18.1M | 72,189 | 8.9% |