CIK: 0001759760
Total reported value
$20.0B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 74.33% | -13.58% | -17.45% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 10.52% | +1.28% | -3.00% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.12% | +1.98% | +0.80% | |
| 4 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 3.49% | -2.15% | EXIT | |
| 5 | PDD | Pdd Holdings INC | Stock-Consumer Disc | 3.18% | +2.61% | +3693.79% | |
| 6 | OXY | Occidental Petroleum CORP | Stock-Energy | 2.87% | +0.23% | +497.74% | |
| 7 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.44% | +0.27% | — | |
| 8 | MRNA | Moderna INC | Stock-Healthcare | 0.04% | — | -30.56% |