CIK: 0001486083
Total reported value
$299.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | 3m Co | Stock-Other | 78.60% | -0.45% | — | |
| 2 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 5.85% | — | — | |
| 3 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 4.59% | +0.11% | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.51% | +0.26% | — | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.07% | — | — | |
| 6 | ✓ | Exxon Mobil Corporation | Stock-Other | 1.63% | +0.34% | — | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.38% | — | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | -0.94% | — |