Instuitional Investor - Kathleen S. Wright Associates Inc.
Fund Profile
Filing Period:
| Fund Name: | Kathleen S. Wright Associates Inc. |
| Portfolio Value | $256,227,042 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 45,264 | $25,711,447 | 10.03% | |
| 2. | BRK.A | 50,262 | $24,380,450 | 9.52% | |
| 3. | Vaneck Etf Trust | 163,530 | $15,337,478 | 5.99% | |
| 4. | Ishares Tr | 147,790 | $14,881,003 | 5.81% | |
| 5. | Vanguard Index Fds - GROWTH ETF | 23,302 | $10,215,551 | 3.99% |
