CIK: 0001643792
Total reported value
$1.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 76.23% | — | -0.15% | |
| 2 | OEF | Ishares S&p 100 ETF | ETF-Other | 5.15% | — | — | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 4.63% | — | — | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.33% | — | — | |
| 5 | AAPL | Apple INC | Stock-Tech | 2.27% | — | +86.25% | |
| 6 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 1.84% | — | — | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.79% | — | — | |
| 8 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.77% | — | — | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.50% | — | — | |
| 10 | ABBV | Abbvie INC | Stock-Healthcare | 1.49% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +3.3% | NEW | New buy |
| 2 | EL | Estee Lauder Companies-cl A | +1.8% | NEW | New buy |
| 3 | GOOG | Alphabet Inc-cl C | +1.8% | NEW | New buy |
| 4 | AMZN | Amazon.com INC | +1.8% | NEW | New buy |
| 5 | ABBV | Abbvie INC | +1.5% | NEW | New buy |
| 6 | AAPL | Apple INC | +1% | +86.25% | Add |
| 7 | EEM | Ishares Msci Emerging Market | -0.2% | — | Unchanged |
| 8 | GLD | Spdr Gold Shares | -0.5% | — | Unchanged |
| 9 | OEF | Ishares S&p 100 ETF | -0.7% | — | Unchanged |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | -9.8% | -0.15% | Trim |