CIK: 0001985016 · Show all filings
Period: Q4 2023 (Next →)
Filing Date: Feb 22, 2024
Total Value ($000): $9,691 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 29,583 | $5,696 | 58.8% | $182.81 | 0.0% | COM | 037833100 |
| SPY | SPDR S&P 500 ETF TR | 2,917 | $1,386 | 14.3% | $475.31 | — | TR UNIT | 78462F103 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 2 | $1,085 | 11.2% | $533852.10 | 0.0% | CL A | 084670108 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 3,024 | $1,079 | 11.1% | $350.99 | 0.0% | CL B NEW | 084670702 |
| VUG | VANGUARD INDEX FDS | 1,432 | $445 | 4.6% | $310.92 | — | GROWTH ETF | 922908736 |