Instuitional Investor - Kathleen S. Wright Associates Inc.
Fund Profile
Filing Period:
| Fund Name: | Kathleen S. Wright Associates Inc. |
| Portfolio Value | $196,595,350 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BRK.A | 55,079 | $19,681,945 | 10.01% | |
| 2. | Ishares 0 To 3 Mnth Treasury Bnd Etf | 161,461 | $16,191,255 | 8.23% | |
| 3. | Vanguard Index Fds | 28,783 | $12,572,290 | 6.39% | |
| 4. | Vaneck Etf Trust | 123,984 | $10,522,507 | 5.35% | |
| 5. | Wisdomtree Trust | 143,887 | $7,165,601 | 3.64% |
