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CIK: 0001908433
Total reported value
$269.7M
$269.7M
234 檔
26.8%
During the Q1 2024 filing period, Kathleen S. Wright Associates Inc. (CIK: 0001908433) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $269.7M across 234 reported positions.
During Q1 2024, Kathleen S. Wright Associates Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 234 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 10.89% | -2.20% | +0.28% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.88% | +1.43% | +5.53% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 6.79% | -0.87% | -11.41% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.63% | +0.36% | +7.22% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 3.91% | +0.39% | +8.68% | |
| 6 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 3.31% | +0.01% | -2.62% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.09% | +0.05% | +2.79% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.57% | -0.16% | -2.59% | |
| 9 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.35% | +0.16% | -1.69% | |
| 10 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.31% | +0.03% | +0.36% | |
| 11 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 2.27% | -0.10% | +5.91% | |
| 12 | AXP | American Express Co | Stock-Financials | 2.15% | +0.16% | +0.99% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.08% | -0.28% | -5.58% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.07% | +0.22% | +4.89% | |
| 15 | BN | Brookfield CORP | Stock-Financials | 1.66% | +0.28% | +1.56% | |
| 16 | DUOL | Duolingo | Stock-Tech | 1.48% | — | — | |
| 17 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 1.37% | -0.08% | +3.84% | |
| 18 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.37% | +0.06% | -3.26% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.30% | +0.10% | -2.34% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.18% | +0.48% | +10.73% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | +0.06% | +0.64% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | +0.05% | +1.95% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | — | +3.60% | |
| 24 | MKL | Markel Group Inc | Stock-Financials | 1.03% | — | +2.25% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.02% | +0.03% | -4.59% | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.93% | — | -2.08% | |
| 27 | ADP | Automatic Data Processing | Stock-Tech | 0.88% | — | +0.05% | |
| 28 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.88% | — | +1.89% | |
| 29 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.88% | -0.03% | -1.46% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.86% | +0.06% | +1.29% | |
| 31 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.79% | +0.01% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.30% | +2.13% | |
| 33 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.70% | — | -3.67% | |
| 34 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.70% | — | -1.57% | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.67% | +0.06% | -0.16% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | +0.13% | -1.08% | |
| 37 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.66% | +0.05% | +138.95% | |
| 38 | MOTI | Vaneck Mstar Int Moat ETF | ETF-Other | 0.64% | — | -3.99% | |
| 39 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.58% | +0.10% | +20.58% | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.58% | +0.01% | +6.84% | |
| 41 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.54% | +0.01% | -6.99% | |
| 42 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.52% | -0.01% | +2.06% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.47% | +0.03% | +13.81% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.46% | +0.24% | +1.14% | |
| 45 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.46% | — | -1.65% | |
| 46 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.46% | — | -47.71% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.14% | — | |
| 48 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.45% | — | +0.50% | |
| 49 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.44% | — | -7.91% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.43% | -0.14% | -8.22% |
According to official SEC Form 13F filings, Kathleen S. Wright Associates Inc. reported a total U.S. public equity portfolio value of $269.7M across 234 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, VOO, SGOV) accounted for 26.8% of total reported equity market value during Q1 2024.
During Q1 2024, Kathleen S. Wright Associates Inc.'s top holdings by market value included BRK-B (10.9%)、VOO (6.9%)、SGOV (6.8%). The largest single position, BRK-B, represented 10.9% of total portfolio value.
In Q1 2024, Kathleen S. Wright Associates Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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