CIK: 0000351051
Total reported value
$577.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BOC | Boston Omaha Corp-cl A | Stock-Other | 48.74% | +0.94% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 19.57% | — | — | |
| 3 | SHOP | Shopify INC - Class A | Stock-Tech | 10.33% | — | — | |
| 4 | CRM | Salesforce INC | Stock-Tech | 9.18% | — | — | |
| 5 | UPWK | Upwork INC | Stock-Other | 8.31% | — | — | |
| 6 | OPHTEUR | Iveric Bio INC | Stock-Other | 2.31% | — | — | |
| 7 | TXT | Textron INC | Stock-Industrials | 0.78% | +0.05% | — | |
| 8 | FINV | Finvolution Group-adr | Stock-Other | 0.77% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TXT | Textron INC | -0.2% | — | Unchanged |
| 2 | CRM | Salesforce INC | -1.5% | — | Unchanged |
| 3 | BOC | Boston Omaha Corp-cl A | -35% | — | Unchanged |
| 4 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 5 | SHOP | Shopify INC - Class A | — | NEW | New buy |
| 6 | UPWK | Upwork INC | — | NEW | New buy |
| 7 | OPHTEUR | Iveric Bio INC | — | NEW | New buy |
| 8 | PD | Pagerduty INC | — | EXIT | Sold out |
| 9 | FINV | Finvolution Group-adr | — | NEW | New buy |
| 10 | APOEUR | Apollo Asset Management INC | — | EXIT | Sold out |