Portfolio

Satellite Portfolio:
 Ticker  Name  Allocation 
SVINScheid Vineyards Inc.30.2%
CLWYCalloway’s Nursery, Inc.18.9%
KTBKontoor Brands Inc12.5%
CCNICommand Center, Inc.4.7%
SBUXStarbucks Corporation4.0%
Total70.4%
Core Portfolio:
 Ticker  Name  Allocation 
GLDSPDR Gold Trust10.0%
BRK’BBerkshire Hathaway Inc.9.0%
DEMSXDFA Emerging Market Small Cap4.8%
DIERXBNY Mellon International Equity2.4%
RERGXAmerican Funds Europacific Growth2.4%
VADDXInvesco Equally Weighted S&P 5000.4%
FDVIXFidelity Diversified International0.4%
CashCash0.27%
Total29.6%

*Updated 6/19/2019