CIK: 0001911876
Total reported value
$1.8B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | Stock-Consumer Disc | 27.13% | -4.28% | +48.54% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 25.41% | -9.26% | EXIT | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 15.69% | -3.70% | — | |
| 4 | NFLX | Netflix INC | Stock-Comm Services | 7.23% | -6.53% | EXIT | |
| 5 | AAPL | Apple INC | Stock-Tech | 6.80% | +15.55% | -73.74% | |
| 6 | TSLA | Tesla INC | Stock-Consumer Disc | 6.77% | -2.03% | EXIT | |
| 7 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 6.48% | — | — | |
| 8 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 2.41% | -1.58% | — | |
| 9 | AMD | Advanced Micro Devices | Stock-Tech | 2.07% | -2.44% | EXIT |