CIK: 0001135121
Total reported value
$169.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 89.91% | — | -28.57% | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 10.09% | — | -6.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | +40% | -28.57% | Trim |
| 2 | XOM | Exxon Mobil CORP | +5.5% | -6.97% | Trim |
| 3 | ABBV | Abbvie INC | — | EXIT | Sold out |
| 4 | ABT | Abbott Laboratories | — | EXIT | Sold out |