Instuitional Investor - Heirloom Wealth Management

Filing Period:
No. Security Ticker Shares Value % Port
1. MINT 1,156,313 $106,623,664 15.45%
2. GOOGL 115,104 $40,669,793 5.89%
3.
Goldman Sachs Physical Gold
1,005,004 $39,768,008 5.76%
4. V 106,547 $36,555,239 5.3%
5. MINT 1,214,464 $32,207,580 4.67%