CIK: 0001759760
Total reported value
$20.0B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 65.56% | -13.58% | +17.75% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 25.31% | +1.28% | -4.11% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.09% | +1.98% | +590.50% | |
| 4 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 3.02% | -2.15% | EXIT | |
| 5 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.35% | +0.27% | — | |
| 6 | MRNA | Moderna INC | Stock-Healthcare | 0.29% | — | +166.67% | |
| 7 | ZM | Zoom Communications INC | Stock-Tech | 0.26% | — | — | |
| 8 | JOYY | Joyy Inc-adr | Stock-Other | 0.12% | — | — |