Style
Aggressive GrowthTurnover
—Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF TR(SPY) | 2,777,873 | $1.7B | 97.02% |
| 2 | Berkshire Hathaway Inc del(BRK/A) | 45 | $32.8M | 1.85% |
| 3 | Block Inc(XYZ) | 292,868 | $19.9M | 1.12% |
| 4 | Berkshire Hathaway Inc del(BRK/B) | 238 | $115.6K | 0.01% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Financial Services | 2.07% | 1.86% | -0.21% |
| Technology | 0.92% | 1.12% | +0.2% |
| Unclassified | 97.01% | 97.02% | +0.01% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 97.01% | 97.02% | +0.01% |
| Mega Cap | 2.07% | 1.86% | -0.21% |
| Large Cap | 0.92% | 1.12% | +0.2% |
Quarter-over-quarter position changes