CIK: 0001759760
Total reported value
$20.0B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 80.95% | -13.58% | -1.02% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.54% | +1.28% | -4.72% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.54% | +1.98% | -1.95% | |
| 4 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 2.73% | -2.15% | EXIT | |
| 5 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.58% | +0.23% | +35.97% | |
| 6 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.45% | +0.27% | -0.16% | |
| 7 | MRNA | Moderna INC | Stock-Healthcare | 0.10% | — | — | |
| 8 | PDD | Pdd Holdings INC | Stock-Consumer Disc | 0.08% | +2.61% | -6.36% | |
| 9 | BAC | Bank Of America CORP | Stock-Financials | 0.03% | — | -1.64% |