CIK: 0001759760
Total reported value
$20.0B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 64.31% | -13.58% | -10.41% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 26.34% | +1.28% | +4.90% | |
| 3 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 4.64% | -2.15% | EXIT | |
| 4 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.82% | +0.27% | — | |
| 5 | BAC | Bank Of America CORP | Stock-Financials | 0.85% | — | +180.74% | |
| 6 | ZM | Zoom Communications INC | Stock-Tech | 0.71% | — | — | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | — | — | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | +1.98% | — | |
| 9 | JOYY | Joyy Inc-adr | Stock-Other | 0.21% | — | +168.89% | |
| 10 | WFC | Wells Fargo & Co | Stock-Financials | 0.08% | — | — | |
| 11 | GOTU | Gaotu Techedu INC | Stock-Other | 0.01% | — | +190.29% |