Instuitional Investor - Kathleen S. Wright Associates Inc.
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - &P 500 ETF SHS | 47,275 | $28,950,079 | 10.74% | |
2. | BRK.A | 42,718 | $21,476,047 | 7.96% | |
3. | Vaneck Etf Trust | 168,156 | $16,665,940 | 6.18% | |
4. | Ishares Tr | 133,816 | $13,475,282 | 5% | |
5. | Vanguard Index Fds - ROWTH ETF | 23,620 | $11,328,625 | 4.2% |