Instuitional Investor - Live Oak Private Wealth Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. BRK.A 74,425 $26,544,421 4.98%
2. MSFT 46,338 $17,424,848 3.27%
3. AAPL 81,663 $15,722,517 2.95%
4. SCHW 206,246 $14,189,744 2.66%
5. DLTR 98,894 $14,047,893 2.64%