CIK: 0001720350
Total reported value
$168.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 22.63% | -3.90% | +22.22% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 19.39% | +1.31% | +37.50% | |
| 3 | AAPL | Apple INC | Stock-Tech | 17.16% | -1.82% | -28.33% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 17.01% | -1.27% | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 11.68% | — | +216.67% | |
| 6 | ✓ | Applied MATLS Inc | Stock-Other | 6.41% | -1.98% | +28.57% | |
| 7 | WRB | Wr Berkley CORP | Stock-Financials | 5.72% | -0.42% | +0.94% |