CIK: 0001759760
Total reported value
$20.0B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 62.47% | -13.58% | +2.61% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 14.24% | +1.28% | — | |
| 3 | PDD | Pdd Holdings INC | Stock-Consumer Disc | 7.86% | +2.61% | +11.72% | |
| 4 | OXY | Occidental Petroleum CORP | Stock-Energy | 4.94% | +0.23% | -1.95% | |
| 5 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 3.68% | -2.15% | EXIT | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.99% | +1.98% | +75.17% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.32% | +4.35% | +49.56% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.20% | -0.50% | -6.68% | |
| 9 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.78% | +0.27% | — | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.51% | -1.87% | -4.34% |