LFA - Lugano Financial Advisors SA Diversified Active

Location: Lugano, Switzerland

CIK: 0001737871 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 10, 2025

Total Value: $153M (100.0% shares, 0.0% debt)

Holdings (193)

SPY SPDR S&P 500 ETF TR 15.2%
Value $23.27M Shares 39,704 Est. Cost $377.95 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 4.5%
Value $6.813M Shares 190,046 Est. Cost $35.85 Unrealized
GLD SPDR GOLD TR 4.3%
Value $6.626M Shares 27,366 Est. Cost $167.62 Unrealized
SUSA ISHARES TR 3.8%
Value $5.818M Shares 47,846 Est. Cost $107.79 Unrealized
SUSB ISHARES TR 3.5%
Value $5.378M Shares 217,722 Est. Cost $23.98 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 3.0%
Value $4.532M Shares 71,425 Est. Cost $42.75 Unrealized
VWOB VANGUARD WHITEHALL FDS 2.8%
Value $4.337M Shares 68,670 Est. Cost $63.88 Unrealized
IGIB ISHARES TR 2.8%
Value $4.263M Shares 82,765 Est. Cost $52.12 Unrealized
TLH ISHARES TR 2.7%
Value $4.14M Shares 41,590 Est. Cost $100.11 Unrealized
FTLS FIRST TR EXCH TRADED FD III 2.7%
Value $4.102M Shares 62,329 Est. Cost $54.88 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 2.7%
Value $4.101M Shares 315,734 Est. Cost $13.46 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 2.6%
Value $3.909M Shares 50,115 Est. Cost $77.64 Unrealized
QLTA ISHARES TR 2.5%
Value $3.884M Shares 83,015 Est. Cost $51.27 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 2.5%
Value $3.775M Shares 65,087 Est. Cost $59.37 Unrealized
IBDU ISHARES TR 2.3%
Value $3.593M Shares 157,599 Est. Cost $22.94 Unrealized
SHV ISHARES TR 2.3%
Value $3.556M Shares 32,299 Est. Cost $110.11 Unrealized
QAI NEW YORK LIFE INVESTMENTS ET 2.1%
Value $3.257M Shares 103,701 Est. Cost $31.06 Unrealized
SJNK SPDR SER TR 1.9%
Value $2.937M Shares 116,327 Est. Cost $26.73 Unrealized
EMNT PIMCO ETF TR 1.8%
Value $2.818M Shares 28,639 Est. Cost $99.07 Unrealized
IEF ISHARES TR 1.8%
Value $2.736M Shares 29,598 Est. Cost $94.71 Unrealized
AMZN AMAZON COM INC 1.7%
Value $2.585M Shares 11,783 Est. Cost $128.81 Unrealized +58.8%
FEZ SPDR INDEX SHS FDS 1.7%
Value $2.527M Shares 52,480 Est. Cost $42.07 Unrealized
MSFT MICROSOFT CORP 1.6%
Value $2.518M Shares 5,975 Est. Cost $246.69 Unrealized +71.2%
QQQ INVESCO QQQ TR 1.6%
Value $2.509M Shares 4,907 Est. Cost $370.68 Unrealized
NUMG NUSHARES ETF TR 1.4%
Value $2.204M Shares 46,520 Est. Cost $39.57 Unrealized
IBDT ISHARES TR 1.4%
Value $2.097M Shares 84,217 Est. Cost $24.97 Unrealized
SHY ISHARES TR 1.3%
Value $2.063M Shares 25,159 Est. Cost $84.80 Unrealized
SUSC ISHARES TR 1.1%
Value $1.688M Shares 74,278 Est. Cost $22.72 Unrealized
EFA ISHARES TR 1.1%
Value $1.627M Shares 21,519 Est. Cost $67.55 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.8%
Value $1.231M Shares 15,335 Est. Cost $85.32 Unrealized
AAPL APPLE INC 0.7%
Value $1.136M Shares 4,538 Est. Cost $177.44 Unrealized +32.2%
EMB ISHARES TR 0.7%
Value $1.11M Shares 12,466 Est. Cost $107.65 Unrealized
CWB SPDR SER TR 0.7%
Value $1.089M Shares 13,981 Est. Cost $67.43 Unrealized
GLOBAL X FDS 0.7%
Value $1.038M Shares 119,626 Est. Cost $12.37 Unrealized
PSP INVESCO EXCHANGE TRADED FD T 0.6%
Value $950K Shares 14,224 Est. Cost $54.61 Unrealized
VGT VANGUARD WORLD FD 0.5%
Value $839K Shares 1,350 Est. Cost $524.34 Unrealized
EWL ISHARES INC 0.5%
Value $810K Shares 17,614 Est. Cost $47.96 Unrealized
VHT VANGUARD WORLD FD 0.4%
Value $647K Shares 2,550 Est. Cost $270.52 Unrealized
GOOG ALPHABET INC 0.4%
Value $568K Shares 2,980 Est. Cost $114.89 Unrealized +52.9%
VCLT VANGUARD SCOTTSDALE FDS 0.3%
Value $481K Shares 6,438 Est. Cost $89.04 Unrealized
XLI SELECT SECTOR SPDR TR 0.3%
Value $461K Shares 3,500 Est. Cost $110.08 Unrealized
CAT CATERPILLAR INC 0.3%
Value $453K Shares 1,250 Est. Cost $291.61 Unrealized +30.9%
PIO INVESCO EXCH TRADED FD TR II 0.3%
Value $449K Shares 11,497 Est. Cost $29.02 Unrealized
FPEI FIRST TR EXCH TRADED FD III 0.3%
Value $449K Shares 24,000 Est. Cost $20.42 Unrealized
IBDV ISHARES TR 0.3%
Value $439K Shares 20,533 Est. Cost $22.17 Unrealized
EWU ISHARES TR 0.3%
Value $433K Shares 12,769 Est. Cost $32.61 Unrealized
KKR KKR & CO INC 0.3%
Value $422K Shares 2,850 Est. Cost $70.84 Unrealized +105.9%
BIV VANGUARD BD INDEX FDS 0.3%
Value $409K Shares 5,471 Est. Cost $76.38 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value $371K Shares 5,165 Est. Cost $78.31 Unrealized
GDX VANECK ETF TRUST 0.2%
Value $368K Shares 10,865 Est. Cost $35.80 Unrealized
GOOGL ALPHABET INC 0.2%
Value $364K Shares 1,924 Est. Cost $155.53 Unrealized +12.0%
JPM JPMORGAN CHASE & CO. 0.2%
Value $357K Shares 1,490 Est. Cost $130.73 Unrealized +74.4%
XLF SELECT SECTOR SPDR TR 0.2%
Value $353K Shares 7,300 Est. Cost $37.60 Unrealized
BX BLACKSTONE INC 0.2%
Value $345K Shares 2,000 Est. Cost $80.16 Unrealized +110.6%
XLE SELECT SECTOR SPDR TR 0.2%
Value $344K Shares 4,018 Est. Cost $90.81 Unrealized
XLP SELECT SECTOR SPDR TR 0.2%
Value $314K Shares 4,000 Est. Cost $75.91 Unrealized
XLY SELECT SECTOR SPDR TR 0.2%
Value $292K Shares 1,300 Est. Cost $182.83 Unrealized
V VISA INC 0.2%
Value $284K Shares 900 Est. Cost $239.33 Unrealized +24.7%
HEWJ ISHARES TR 0.2%
Value $283K Shares 6,630 Est. Cost $33.71 Unrealized
BGRN ISHARES TR 0.2%
Value $278K Shares 5,959 Est. Cost $54.60 Unrealized
IVE ISHARES TR 0.2%
Value $267K Shares 1,400 Est. Cost $186.81 Unrealized
ABT ABBOTT LABS 0.2%
Value $265K Shares 2,347 Est. Cost $103.33 Unrealized +9.7%
DBMF LITMAN GREGORY FDS TR 0.2%
Value $251K Shares 9,600 Est. Cost $30.06 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value $232K Shares 1,323 Est. Cost $179.16 Unrealized
ABBV ABBVIE INC 0.1%
Value $213K Shares 1,200 Est. Cost $134.21 Unrealized +32.2%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value $213K Shares 500 Est. Cost $397.76 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value $211K Shares 800 Est. Cost $235.01 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value $211K Shares 400 Est. Cost $451.27 Unrealized +14.1%
ITA ISHARES TR 0.1%
Value $209K Shares 1,437 Est. Cost $137.67 Unrealized
TSLA TESLA INC 0.1%
Value $208K Shares 515 Est. Cost $243.63 Unrealized +32.1%
META META PLATFORMS INC 0.1%
Value $207K Shares 354 Est. Cost $416.57 Unrealized +40.4%
VYM VANGUARD WHITEHALL FDS 0.1%
Value $198K Shares 1,555 Est. Cost $112.98 Unrealized
EMXC ISHARES INC 0.1%
Value $197K Shares 3,547 Est. Cost $55.41 Unrealized
KO COCA COLA CO 0.1%
Value $193K Shares 3,100 Est. Cost $58.50 Unrealized +7.8%
XLK SELECT SECTOR SPDR TR 0.1%
Value $189K Shares 813 Est. Cost $163.93 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value $189K Shares 38 Est. Cost $3834.39 Unrealized +24.2%
HON HONEYWELL INTL INC 0.1%
Value $188K Shares 832 Est. Cost $175.56 Unrealized +16.0%
BWZ SPDR SER TR 0.1%
Value $184K Shares 7,264 Est. Cost $28.23 Unrealized
RMD RESMED INC 0.1%
Value $172K Shares 750 Est. Cost $221.63 Unrealized +7.6%
ZTS ZOETIS INC 0.1%
Value $171K Shares 1,050 Est. Cost $168.74 Unrealized +4.5%
EA ELECTRONIC ARTS INC 0.1%
Value $171K Shares 1,168 Est. Cost $141.64 Unrealized +8.1%
NVDA NVIDIA CORPORATION 0.1%
Value $167K Shares 1,240 Est. Cost $108.80 Unrealized +26.6%
BAC BANK AMERICA CORP 0.1%
Value $163K Shares 3,698 Est. Cost $35.19 Unrealized +21.7%
IBB ISHARES TR 0.1%
Value $159K Shares 1,200 Est. Cost $137.22 Unrealized
QCOM QUALCOMM INC 0.1%
Value $153K Shares 997 Est. Cost $126.44 Unrealized +26.2%
IVV ISHARES TR 0.1%
Value $151K Shares 257 Est. Cost $429.43 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.1%
Value $151K Shares 3,270 Est. Cost $46.21 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value $150K Shares 3,053 Est. Cost $56.07 Unrealized
MCD MCDONALDS CORP 0.1%
Value $145K Shares 500 Est. Cost $271.83 Unrealized +6.8%
IXJ ISHARES TR 0.1%
Value $143K Shares 1,660 Est. Cost $90.13 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value $141K Shares 1,580 Est. Cost $85.71 Unrealized +10.6%
EBND SPDR SER TR 0.1%
Value $140K Shares 7,185 Est. Cost $20.84 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value $137K Shares 2,300 Est. Cost $68.54 Unrealized -7.2%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value $136K Shares 1,835 Est. Cost $63.17 Unrealized
LLY ELI LILLY & CO 0.1%
Value $133K Shares 172 Est. Cost $581.38 Unrealized +41.2%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value $132K Shares 465 Est. Cost $242.76 Unrealized +18.7%
YUM YUM BRANDS INC 0.1%
Value $130K Shares 970 Est. Cost $128.82 Unrealized +2.7%
BIL SPDR SER TR 0.1%
Value $128K Shares 1,400 Est. Cost $91.81 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value $128K Shares 6,065 Est. Cost $20.70 Unrealized
IAGG ISHARES TR 0.1%
Value $127K Shares 2,550 Est. Cost $49.92 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value $124K Shares 1,900 Est. Cost $68.31 Unrealized
ADSK AUTODESK INC 0.1%
Value $124K Shares 418 Est. Cost $227.13 Unrealized +30.1%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value $121K Shares 1,308 Est. Cost $77.95 Unrealized +19.4%
XOM EXXON MOBIL CORP 0.1%
Value $118K Shares 1,099 Est. Cost $101.43 Unrealized +10.8%
AVGO BROADCOM INC 0.1%
Value $117K Shares 505 Est. Cost $161.70 Unrealized +13.1%
IEFA ISHARES TR 0.1%
Value $114K Shares 1,628 Est. Cost $70.41 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $111K Shares 2,765 Est. Cost $35.77 Unrealized +10.1%
MO ALTRIA GROUP INC 0.1%
Value $110K Shares 2,100 Est. Cost $42.81 Unrealized +14.0%
IEI ISHARES TR 0.1%
Value $106K Shares 919 Est. Cost $119.61 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value $106K Shares 900 Est. Cost $100.72 Unrealized
MMM 3M CO 0.1%
Value $103K Shares 800 Est. Cost $102.80 Unrealized +24.9%
GHYG ISHARES INC 0.1%
Value $102K Shares 2,304 Est. Cost $47.58 Unrealized
PBW INVESCO EXCHANGE TRADED FD T 0.1%
Value $100K Shares 5,000 Est. Cost $56.80 Unrealized
C CITIGROUP INC 0.1%
Value $98,546 Shares 1,400 Est. Cost $52.53 Unrealized +24.5%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value $96,239 Shares 1,300 Est. Cost $84.27 Unrealized -16.9%
SDG ISHARES TR 0.1%
Value $89,450 Shares 1,250 Est. Cost $63.90 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value $89,330 Shares 1,000 Est. Cost $75.62 Unrealized
SPYD SPDR SER TR 0.1%
Value $88,339 Shares 2,043 Est. Cost $31.67 Unrealized
HYG ISHARES TR 0.1%
Value $87,459 Shares 1,112 Est. Cost $84.96 Unrealized
BLV VANGUARD BD INDEX FDS 0.1%
Value $84,169 Shares 1,230 Est. Cost $74.66 Unrealized
PEP PEPSICO INC 0.1%
Value $84,089 Shares 553 Est. Cost $160.32 Unrealized -2.4%
PFF ISHARES TR 0.1%
Value $83,127 Shares 2,644 Est. Cost $33.83 Unrealized
PFE PFIZER INC 0.1%
Value $79,590 Shares 3,000 Est. Cost $28.99 Unrealized -13.4%
MRK MERCK & CO INC 0.1%
Value $78,390 Shares 788 Est. Cost $114.14 Unrealized -13.5%
XLC SELECT SECTOR SPDR TR 0.1%
Value $77,545 Shares 801 Est. Cost $65.57 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value $76,476 Shares 308 Est. Cost $200.30 Unrealized +26.7%
IXN ISHARES TR 0.0%
Value $76,275 Shares 900 Est. Cost $65.88 Unrealized
ISHG ISHARES TR 0.0%
Value $74,107 Shares 1,100 Est. Cost $67.37 Unrealized
EWG ISHARES INC 0.0%
Value $70,736 Shares 2,223 Est. Cost $26.94 Unrealized
HD HOME DEPOT INC 0.0%
Value $70,018 Shares 180 Est. Cost $327.56 Unrealized +21.3%
CVX CHEVRON CORP NEW 0.0%
Value $69,523 Shares 480 Est. Cost $147.49 Unrealized -1.3%
CVS CVS HEALTH CORP 0.0%
Value $65,899 Shares 1,468 Est. Cost $60.75 Unrealized -11.7%
CL COLGATE PALMOLIVE CO 0.0%
Value $63,637 Shares 700 Est. Cost $89.06 Unrealized +4.5%
LEN LENNAR CORP 0.0%
Value $61,459 Shares 469 Est. Cost $148.96 Unrealized +7.2%
DD DUPONT DE NEMOURS INC 0.0%
Value $61,000 Shares 800 Est. Cost $28.53 Unrealized +18.6%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $60,751 Shares 890 Est. Cost $51.04 Unrealized +45.7%
SHYG ISHARES TR 0.0%
Value $59,654 Shares 1,400 Est. Cost $42.61 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value $59,634 Shares 849 Est. Cost $54.87 Unrealized +21.5%
FTNT FORTINET INC 0.0%
Value $56,688 Shares 600 Est. Cost $85.16 Unrealized +4.4%
OIH VANECK ETF TRUST 0.0%
Value $54,246 Shares 200 Est. Cost $316.18 Unrealized
IWM ISHARES TR 0.0%
Value $54,135 Shares 245 Est. Cost $220.96 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value $52,542 Shares 1,400 Est. Cost $40.09 Unrealized -0.2%
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value $51,767 Shares 2,140 Est. Cost $25.13 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value $50,976 Shares 734 Est. Cost $63.44 Unrealized +9.3%
DEO DIAGEO PLC 0.0%
Value $50,852 Shares 400 Est. Cost $173.48 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value $50,767 Shares 182 Est. Cost $194.07 Unrealized +39.9%
BBH VANECK ETF TRUST 0.0%
Value $48,661 Shares 310 Est. Cost $166.33 Unrealized
HEDJ WISDOMTREE TR 0.0%
Value $44,682 Shares 1,022 Est. Cost $51.22 Unrealized
T AT&T INC 0.0%
Value $40,986 Shares 1,800 Est. Cost $16.16 Unrealized +33.1%
TOTALENERGIES SE 0.0%
Value $40,821 Shares 749 Est. Cost $64.76 Unrealized
DOW DOW INC 0.0%
Value $40,130 Shares 1,000 Est. Cost $48.96 Unrealized -12.3%
ADBE ADOBE INC 0.0%
Value $37,798 Shares 85 Est. Cost $495.13 Unrealized 0.0%
URNM SPROTT FDS TR 0.0%
Value $36,843 Shares 914 Est. Cost $40.31 Unrealized
DXJ WISDOMTREE TR 0.0%
Value $35,293 Shares 320 Est. Cost $53.96 Unrealized
EWJ ISHARES INC 0.0%
Value $35,160 Shares 524 Est. Cost $68.24 Unrealized
IEMG ISHARES INC 0.0%
Value $34,465 Shares 660 Est. Cost $50.58 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value $33,530 Shares 200 Est. Cost $165.73 Unrealized 0.0%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value $32,162 Shares 270 Est. Cost $119.12 Unrealized
NOW SERVICENOW INC 0.0%
Value $31,804 Shares 30 Est. Cost $202.58 Unrealized 0.0%
HUM HUMANA INC 0.0%
Value $31,714 Shares 125 Est. Cost $334.69 Unrealized -21.2%
XLV SELECT SECTOR SPDR TR 0.0%
Value $31,366 Shares 228 Est. Cost $131.40 Unrealized
DE DEERE & CO 0.0%
Value $31,354 Shares 74 Est. Cost $371.74 Unrealized +11.4%
NKE NIKE INC 0.0%
Value $30,268 Shares 400 Est. Cost $82.76 Unrealized -7.6%
CSCO CISCO SYS INC 0.0%
Value $29,600 Shares 500 Est. Cost $45.50 Unrealized +21.7%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $28,834 Shares 57 Est. Cost $548.30 Unrealized +0.8%
HACK AMPLIFY ETF TR 0.0%
Value $26,444 Shares 355 Est. Cost $74.49 Unrealized
ACWX ISHARES TR 0.0%
Value $26,028 Shares 499 Est. Cost $47.37 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value $24,092 Shares 63 Est. Cost $326.48 Unrealized 0.0%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value $22,772 Shares 1,975 Est. Cost $11.53 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value $21,140 Shares 2,000 Est. Cost $8.01 Unrealized +16.0%
CRM SALESFORCE INC 0.0%
Value $20,728 Shares 62 Est. Cost $208.85 Unrealized +51.7%
ECL ECOLAB INC 0.0%
Value $20,386 Shares 87 Est. Cost $177.30 Unrealized +38.5%
ROBO EXCHANGE TRADED CONCEPTS TRU 0.0%
Value $20,254 Shares 360 Est. Cost $56.26 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value $19,809 Shares 620 Est. Cost $31.95 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $19,613 Shares 67 Est. Cost $203.27 Unrealized +41.6%
NFLX NETFLIX INC 0.0%
Value $19,609 Shares 22 Est. Cost $75.99 Unrealized +8.3%
GLW CORNING INC 0.0%
Value $16,394 Shares 345 Est. Cost $31.05 Unrealized +49.2%
KLAC KLA CORP 0.0%
Value $16,383 Shares 26 Est. Cost $669.07 Unrealized 0.0%
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value $15,283 Shares 365 Est. Cost $41.87 Unrealized
ASHR DBX ETF TR 0.0%
Value $14,559 Shares 550 Est. Cost $28.59 Unrealized
INDA ISHARES TR 0.0%
Value $13,213 Shares 251 Est. Cost $53.35 Unrealized
URA GLOBAL X FDS 0.0%
Value $11,649 Shares 435 Est. Cost $22.99 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value $10,930 Shares 330 Est. Cost $40.21 Unrealized
CNYA ISHARES TR 0.0%
Value $10,797 Shares 387 Est. Cost $26.96 Unrealized
TLT ISHARES TR 0.0%
Value $10,480 Shares 120 Est. Cost $91.78 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value $10,380 Shares 2,000 Est. Cost $6.30 Unrealized -16.6%
EBAY EBAY INC. 0.0%
Value $10,222 Shares 165 Est. Cost $62.40 Unrealized 0.0%
WEC WEC ENERGY GROUP INC 0.0%
Value $7,993 Shares 85 Est. Cost $84.61 Unrealized +10.3%
ELV ELEVANCE HEALTH INC 0.0%
Value $7,378 Shares 20 Est. Cost $520.75 Unrealized -21.4%
NEE NEXTERA ENERGY INC 0.0%
Value $7,169 Shares 100 Est. Cost $74.86 Unrealized +0.2%
TGT TARGET CORP 0.0%
Value $6,759 Shares 50 Est. Cost $141.02 Unrealized -3.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value $4,533 Shares 10 Est. Cost $303.21 Unrealized +52.3%
SLB SCHLUMBERGER LTD 0.0%
Value $3,067 Shares 80 Est. Cost $40.82 Unrealized -0.8%