CIK: 0001633677
Total reported value
$8.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AIG | American International Group | Stock-Financials | 17.37% | — | — | |
| 2 | WFC | Wells Fargo & Co | Stock-Financials | 17.00% | — | — | |
| 3 | STT | State Street CORP | Stock-Financials | 11.65% | — | — | |
| 4 | ✓ | City National CORP | Stock-Other | 10.90% | — | — | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 10.46% | +73.31% | NEW | |
| 6 | USB | US Bancorp | Stock-Financials | 9.09% | — | — | |
| 7 | BKU | Bankunited INC | Stock-Other | 7.19% | — | — | |
| 8 | TCBI | Texas Capital Bancshares INC | Stock-Financials | 6.11% | — | — | |
| 9 | SBNY | Signature Bank | Stock-Financials | 5.32% | — | — | |
| 10 | WFC | Wells Fargo & Company | Stock-Financials | 2.69% | — | — | |
| 11 | ✓ | Stock-Other | 2.21% | — | — |