Instuitional Investor - Bradley & Co. Private Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Bradley & Co. Private Wealth Management, Llc
Portfolio Value $146,446,961
Filing Period:
No. Security Ticker Shares Value % Port
1. BRK.A 24,619 $13,111,835 8.95%
2. AAPL 56,743 $12,604,489 8.61%
3.
Vanguard Index Fds
42,317 $11,630,661 7.94%
4. COST 11,124 $10,521,440 7.18%
5. AXP 37,308 $10,037,937 6.85%