SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
60.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 865.00
Full voting authority
865.00
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 111.00 | SH | $40.0K 20.00% | 111.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 102.00 | SH | $40.0K 20.00% | 102.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 218.00 | SH | $40.0K 20.00% | 218.00 | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 107.00 | SH | $30.0K 15.00% | 107.00 | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 165.00 | SH | $30.0K 15.00% | 165.00 | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 162.00 | SH | $20.0K 10.00% | 162.00 | 0.00 | 0.00 |