| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc del(BRK/A) | 373 | $77.2K | 72.41% |
| 2 | Wells Fargo & Co New | 1,459,516 | $29.4K | 27.59% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Financial Services | 69.22% | 72.41% | +3.19% |
| Unclassified | 30.78% | 27.59% | -3.19% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 69.22% | 72.41% | +3.19% |
| Unclassified | 30.78% | 27.59% | -3.19% |
Quarter-over-quarter position changes