Instuitional Investor - Kathleen S. Wright Associates Inc.
Fund Profile
Filing Period:
| Fund Name: | Kathleen S. Wright Associates Inc. |
| Portfolio Value | $241,896,031 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BRK.A | 51,472 | $27,402,675 | 11.33% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 43,831 | $22,525,313 | 9.31% | |
| 3. | Ishares Tr | 141,154 | $14,209,945 | 5.87% | |
| 4. | Vaneck Etf Trust | 159,960 | $14,076,479 | 5.82% | |
| 5. | Vanguard Index Fds - GROWTH ETF | 24,846 | $9,213,355 | 3.81% |
