Instuitional Investor - Kathleen S. Wright Associates Inc.
Fund Profile
Filing Period:
| Fund Name: | Kathleen S. Wright Associates Inc. |
| Portfolio Value | $240,049,628 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BRK.A | 51,996 | $23,593,889 | 9.87% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 38,842 | $20,928,677 | 8.76% | |
| 3. | Vaneck Etf Trust | 156,180 | $14,481,790 | 6.06% | |
| 4. | Ishares Tr | 125,395 | $12,581,158 | 5.26% | |
| 5. | Vanguard Index Fds - GROWTH ETF | 24,211 | $9,937,310 | 4.15% |
