| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Apple Inc(AAPL) | 169 | $32.5K | 31.14% |
| 2 | Procter and Gamble Co(PG) | 200 | $29.3K | 28.06% |
| 3 | Tesla Inc(TSLA) | 100 | $24.8K | 23.73% |
| 4 | Berkshire Hathaway Inc del(BRK/B) | 50 | $17.8K | 17.07% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Consumer Defensive | 0% | 28.06% |
Quarter-over-quarter position changes
| +28.06% |
| Technology | 58.4% | 31.14% | -27.26% |
| Consumer Cyclical | 0% | 23.73% | +23.73% |
| Communication Services | 22.16% | 0% | -22.16% |
| Unclassified | 19.44% | 0% | -19.44% |
| Financial Services | 0% | 17.07% | +17.07% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 58.4% | 100% | +41.6% |
| Large Cap | 22.16% | 0% | -22.16% |
| Unclassified | 19.44% | 0% | -19.44% |