CIK: 0001135121
Total reported value
$169.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CPB | THE Campbell's Company | Stock-Consumer Staples | 65.59% | -2.24% | +1716.36% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 20.65% | — | — | |
| 3 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 13.76% | +3.38% | -65.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CPB | THE Campbell's Company | +58.5% | +1716.36% | Add |
| 2 | ACWI | Ishares Msci Acwi ETF | -77.9% | -65.22% | Trim |
| 3 | VT | Vanguard Tot World Stk ETF | — | NEW | New buy |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | Sold out |
| 5 | XOM | Exxon Mobil CORP | — | EXIT | Sold out |