Kathleen S. Wright Associates Inc.
CIK 1908433 · Holdings on Dec 31, 2023 · First reported Feb 1, 2024
Top ten holdings
Q4 2023- BRK.B10.01%
- SGOV8.24%
- VOO6.40%
- MOAT5.35%
- EES3.64%
- VUG3.50%
- VO3.02%
- USMV2.66%
- SCHC2.51%
- VIGI2.42%
Share classes counted separately47.75%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $19.68M | 10.01% | 55.08K shares | — | ↗▾ | |
| 02 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $16.19M | 8.24% | 161.46K shares | — | ↗▾ | |
| 03 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $12.57M | 6.40% | 28.78K shares | — | ↗▾ | |
| 04 | MOATVANECK MORNINGSTAR WIDE MOATMRNGSTR WDE MOAT View history and evidence | $10.52M | 5.35% | 123.98K shares | — | ↗▾ | |
| 05 | EESWISDOMTREE US SMALLCAP FUNDUS SMALLCAP FUND View history and evidence | $7.17M | 3.64% | 143.89K shares | — | ↗▾ | |
| 06 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $6.89M | 3.50% | 22.16K shares | — | ↗▾ | |
| 07 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $5.94M | 3.02% | 25.54K shares | — | ↗▾ | |
| 08 | USMVISHARES MSCI USA MIN VOL FACMSCI USA MIN VOL View history and evidence | $5.23M | 2.66% | 66.98K shares | — | ↗▾ | |
| 09 | SCHCSCHWAB INTL SMALL-CAP EQUITYINTL SCEQT ETF View history and evidence | $4.94M | 2.51% | 141.63K shares | — | ↗▾ | |
| 10 | VIGIVANGUARD INT DIV APP INDX FDINTL DVD ETF View history and evidence | $4.76M | 2.42% | 60.06K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 25
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VZ VERIZON COMMUNICATIONS INC | Non-derivative | — | — | SEC filing ↗ | |
| BIDU BAIDU INC - SPON ADR | Non-derivative | — | — | SEC filing ↗ | |
| PRU PRUDENTIAL FINANCIAL INC | Non-derivative | — | — | SEC filing ↗ |
3 / 25 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1908433 · Period Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Feb 1, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 196595350
}Research all 197 reported holdings.
This page includes 30 of 197 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 197 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1908433","quarter":"2023Q4","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1908433","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.