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Kathleen S. Wright Associates Inc.

Q1 2025 Holdings

Filed 2025-05-06 | 273 holdings | $241.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$22.5M43,8319.3%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$27.4M51,47211.3%
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