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 | 76.30% | — | -0.25% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 10.16% | — | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.78% | — | +17.78% | |
| 4 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 4.61% | — | — | |
| 5 | AAPL | Apple INC | Stock-Tech | 4.14% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +3.1% | -0.25% | Trim |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +1% | +17.78% | Add |
| 3 | AAPL | Apple INC | +0.4% | — | Unchanged |
| 4 | GLD | Spdr Gold Shares | +0.1% | — | Unchanged |
| 5 | EL | Estee Lauder Companies-cl A | -0.3% | — | Unchanged |
| 6 | MSFT | Microsoft CORP | -4.4% | EXIT | Sold out |