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 | 83.07% | — | — | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 10.52% | — | — | |
| 3 | ABBV | Abbvie INC | Stock-Healthcare | 6.41% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.4% | — | Unchanged |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | -6.8% | — | Unchanged |
| 3 | ABBV | Abbvie INC | — | NEW | New buy |