CIK: 0001596355
Total reported value
$165.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 27.91% | -1.56% | +3.10% | |
| 2 | AAPL | Apple INC | Stock-Tech | 9.31% | -0.35% | -2.42% | |
| 3 | VZ | Verizon Communications INC | Stock-Comm Services | 8.69% | +0.69% | +15.22% | |
| 4 | MU | Micron Technology INC | Stock-Tech | 6.89% | -0.62% | +26.27% | |
| 5 | WMB | Williams Cos INC | Stock-Energy | 6.81% | +1.33% | -0.86% | |
| 6 | LEN | Lennar Corp-a | Stock-Consumer Disc | 6.27% | -0.68% | -2.40% | |
| 7 | CTLEUR | Centurylink INC | Stock-Other | 4.89% | — | -0.21% | |
| 8 | WHR | Whirlpool CORP | Stock-Consumer Disc | 4.30% | — | -2.12% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.27% | — | -2.43% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.13% | — | -2.34% | |
| 11 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 4.00% | — | -0.24% | |
| 12 | BAC | Bank Of America CORP | Stock-Financials | 3.92% | — | -2.24% | |
| 13 | KMX | Carmax INC | Stock-Consumer Disc | 2.97% | +0.16% | -2.86% | |
| 14 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.94% | — | -2.39% | |
| 15 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 2.69% | — | -2.16% |