SL
SWF LLC Portfolio holdings
AUM
$861M
1-Year Est. Return
33.41%
1 Year Est. Return
+33.41%
AUM
$861M
AUM Growth
+$503M
(+141%)
Holding
6
Top Buys
| 1 | +$355M | |
| 2 | +$114M | |
| 3 | +$64.5M | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$437K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 37.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vanguard S&P 500 ETF
VOO
$777B
| $359M | 41.69% |
631,823
+624,886
|
|
||
2
Berkshire Hathaway Class B
BRK.B
$1.03T
| $284M | 32.96% |
584,092
|
|
||
3
iShares Core S&P Mid-Cap ETF
IJH
$99.5B
| $116M | 13.46% |
1,868,846
+1,835,000
|
|
||
4
iShares Core S&P Small-Cap ETF
IJR
$84.6B
| $65.5M | 7.61% |
599,244
+590,000
|
|
||
|
5
Berkshire Hathaway Class A
BRK.A
$1.03T
| $36.4M | 4.23% |
50
|
|
||
|
6
Dimensional International Core Equity Market ETF
DFAI
$11.7B
| $437K | 0.05% |
+12,640
|
|