Instuitional Investor - Kathleen S. Wright Associates Inc.

Fund Profile
Filing Period:
Fund Name: Kathleen S. Wright Associates Inc.
Portfolio Value $196,595,350
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%