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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DEL | 0.07% | 1 | $718,140 | No Change | $718140 | 13F | |
| CB | CHUBB LTD SWITZ | 0.05% | 1,545 | $503,562 | No Change | $325.93 | 13F | |
| AVK | ADVENT CONV & INCOME FD | 0.04% | 42,823 | $477,904 | No Change | $11.16 | 13F | |
| BE | BLOOM ENERGY CORP | 0.04% | 3,512 | $475,841 | No Change | $135.49 | 13F | |
| DIS | DISNEY WALT CO | 0.04% | 4,750 | $457,805 | No Change | $96.38 | 13F | |
| WMT | WALMART INC | 0.03% | 3,012 | $374,331 | No Change | $124.28 | 13F | |
| UNH | UNITEDHEALTH GROUP INC | 0.02% | 776 | $209,978 | No Change | $270.59 | 13F |