CIK: 0001759760
Total reported value
$20.0B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 65.88% | -13.58% | -14.84% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 26.02% | +1.28% | -5.93% | |
| 3 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 3.71% | -2.15% | EXIT | |
| 4 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.77% | +0.27% | +10.73% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | +1.98% | +100.00% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | — | — | |
| 7 | ZM | Zoom Communications INC | Stock-Tech | 0.48% | — | — | |
| 8 | BAC | Bank Of America CORP | Stock-Financials | 0.30% | — | -64.39% | |
| 9 | MRNA | Moderna INC | Stock-Healthcare | 0.19% | — | — | |
| 10 | JOYY | Joyy Inc-adr | Stock-Other | 0.17% | — | — | |
| 11 | WFC | Wells Fargo & Co | Stock-Financials | 0.08% | — | — | |
| 12 | GOTU | Gaotu Techedu INC | Stock-Other | — | — | — |