CIK: 0001759760
Total reported value
$20.0B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 78.01% | -13.58% | +8.14% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 12.12% | +1.28% | -13.78% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.50% | +1.98% | -4.65% | |
| 4 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 2.98% | -2.15% | EXIT | |
| 5 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | +0.27% | — | |
| 6 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.52% | +0.23% | +157.87% | |
| 7 | MRNA | Moderna INC | Stock-Healthcare | 0.11% | — | +0.14% | |
| 8 | PDD | Pdd Holdings INC | Stock-Consumer Disc | 0.09% | +2.61% | — | |
| 9 | BAC | Bank Of America CORP | Stock-Financials | 0.03% | — | — |