Location: Salt Lake City, UT
CIK: 0001903573 · Show all filings
Period: Q4 2024 (← Previous) (Next →)
Filing Date: Feb 6, 2025
Total Value: $1.05B (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 1,659,661 | $894M | 85.1% | $436.80 | — | S&P 500 ETF SHS | 922908363 |
| GOOGL | ALPHABET INC | 505,472 | $95.69M | 9.1% | $133.35 | +30.6% | CAP STK CL A | 02079K305 |
| AMZN | AMAZON COM INC | 146,071 | $32.05M | 3.1% | $140.18 | +45.9% | COM | 023135106 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 62,288 | $28.23M | 2.7% | $350.99 | +31.5% | CL B NEW | 084670702 |