CIK: 0000315014
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Ikena Oncology INC | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWV | Ishares Russell 3000 ETF | — | EXIT | Sold out |
| 2 | QAI | Nyli Hdg Multi-str Trk ETF | — | EXIT | Sold out |
| 3 | NVDA | Nvidia CORP | — | EXIT | Sold out |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | Sold out |
| 5 | OUNZ | Vaneck Merk Gold ETF | — | EXIT | Sold out |
| 6 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 7 | AAPL | Apple INC | — | EXIT | Sold out |
| 8 | CWI | State Street Spdr Msci Acwi | — | EXIT | Sold out |
| 9 | AVGO | Broadcom INC | — | EXIT | Sold out |
| 10 | IWB | Ishares Russell 1000 ETF | — | EXIT | Sold out |
| 11 | AMZN | Amazon.com INC | — | EXIT | Sold out |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | Sold out |
| 13 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 14 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 15 | VONE | Vanguard Russell 1000 | — | EXIT | Sold out |
| 16 | GOOGL | Alphabet Inc-cl A | — | EXIT | Sold out |
| 17 | GOOG | Alphabet Inc-cl C | — | EXIT | Sold out |
| 18 | COM | Direxion Auspice Brd Cmdty | — | EXIT | Sold out |
| 19 | VEA | Vanguard Ftse Developed ETF | — | EXIT | Sold out |
| 20 | ACWX | Ishares Msci Acwi Ex US ETF | — | EXIT | Sold out |
| 21 | JPM | Jpmorgan Chase & Co | — | EXIT | Sold out |
| 22 | VOO | Vanguard S&p 500 ETF | — | EXIT | Sold out |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 24 | IVV | Ishares Core S&p 500 ETF | — | EXIT | Sold out |
| 25 | NFLX | Netflix INC | — | EXIT | Sold out |
| 26 | V | Visa Inc-class A Shares | — | EXIT | Sold out |
| 27 | JNJ | Johnson & Johnson | — | EXIT | Sold out |
| 28 | VTI | Vanguard Total Stock Mkt ETF | — | EXIT | Sold out |
| 29 | TSM | Taiwan Semiconductor-sp Adr | — | EXIT | Sold out |
| 30 | ABBV | Abbvie INC | — | EXIT | Sold out |
| 31 | NOW | Servicenow INC | — | EXIT | Sold out |
| 32 | IJH | Ishares Core S&p Midcap ETF | — | EXIT | Sold out |
| 33 | GLD | Spdr Gold Shares | — | EXIT | Sold out |
| 34 | C | Citigroup INC | — | EXIT | Sold out |
| 35 | MA | Mastercard INC - A | — | EXIT | Sold out |
| 36 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 37 | TSLA | Tesla INC | — | EXIT | Sold out |
| 38 | UBER | Uber Technologies INC | — | EXIT | Sold out |
| 39 | SCHF | Schwab Intl Equity ETF | — | EXIT | Sold out |
| 40 | LLY | Eli Lilly & Co | — | EXIT | Sold out |
| 41 | VV | Vanguard Large-cap ETF | — | EXIT | Sold out |
| 42 | ISRG | Intuitive Surgical INC | — | EXIT | Sold out |
| 43 | NTRS | Northern Trust CORP | — | EXIT | Sold out |
| 44 | INTU | Intuit INC | — | EXIT | Sold out |
| 45 | VXF | Vanguard Extended Market ETF | — | EXIT | Sold out |
| 46 | INGR | Ingredion INC | — | EXIT | Sold out |
| 47 | GLDM | Spdr Gold Minishares Trust | — | EXIT | Sold out |
| 48 | SPOT | Spotify Technology S.A. | — | EXIT | Sold out |
| 49 | VTHR | Vanguard Russell 3000 | — | EXIT | Sold out |
| 50 | EBAY | Ebay INC | — | EXIT | Sold out |