52W Range
$173.01 - $242.52
Top 10 Holdings (39.6% of fund)
3.
MSFT
Microsoft Corp
6.3%
4.
AMZN
Amazon.com Inc
3.9%
5.
AVGO
Broadcom Inc
3.2%
6.
GOOGL
Alphabet Inc Class A
3.2%
7.
GOOG
Alphabet Inc Class C
2.6%
8.
META
Meta Platforms Inc Class A
2.4%
10.
BRK-B
Berkshire Hathaway Inc Class B
1.6%
NAV History (10Y Monthly - 120 points)
10Y Return: +334% (CAGR 15.8%)
Data cached: 2026-01-29 10:33