CIK: 0001759760
Total reported value
$20.0B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 73.43% | -13.58% | +23.06% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 17.95% | +1.28% | -3.00% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.89% | +1.98% | +19.02% | |
| 4 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 2.52% | -2.15% | EXIT | |
| 5 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.74% | +0.27% | — | |
| 6 | MRNA | Moderna INC | Stock-Healthcare | 0.27% | — | — | |
| 7 | ZM | Zoom Communications INC | Stock-Tech | 0.11% | — | -14.30% | |
| 8 | JOYY | Joyy Inc-adr | Stock-Other | 0.09% | — | — |