CIK: 0001759760
Total reported value
$20.0B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 78.45% | -13.58% | +3.32% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 13.20% | +1.28% | -9.66% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.76% | +1.98% | +1.84% | |
| 4 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 2.40% | -2.15% | EXIT | |
| 5 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.70% | +0.27% | — | |
| 6 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.19% | +0.23% | — | |
| 7 | MRNA | Moderna INC | Stock-Healthcare | 0.17% | — | -6.25% | |
| 8 | JOYY | Joyy Inc-adr | Stock-Other | 0.07% | — | — | |
| 9 | NTES | Netease Inc-adr | Stock-Comm Services | 0.07% | — | — |