CIK: 0001759760
Total reported value
$20.0B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 56.62% | -13.58% | +23.27% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 17.09% | +1.28% | — | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 13.56% | — | +1.36% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 8.41% | +1.98% | +14.29% | |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.19% | — | +100.00% | |
| 6 | PDD | Pdd Holdings INC | Stock-Consumer Disc | 0.82% | +2.61% | -6.68% | |
| 7 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 0.18% | — | — | |
| 8 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.07% | — | — | |
| 9 | SOGOGBP | Sogou Inc-adr | Stock-Other | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +5.7% | +23.27% | Add |
| 2 | AMZN | Amazon.com INC | +1.4% | +100.00% | Add |
| 3 | AEP | American Electric Power Company, Inc. | — | — | Unchanged |
| 4 | SOGOGBP | Sogou Inc-adr | 0% | — | Unchanged |
| 5 | PDD | Pdd Holdings INC | -0.2% | -6.68% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | -0.3% | +14.29% | Add |
| 7 | META | Meta Platforms Inc-class A | -0.5% | +1.36% | Add |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | -6.1% | — | Unchanged |
| 9 | SBUX | Starbucks CORP | — | NEW | New buy |