All US holdings of this investor are reported in this report. Top holdings included SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES, SCHWAB GOVERNMENT MONEY INV, MSFT, HON HAI PRECISION ORDF, and AAPL.
Filing 2024 Q4 compared to 2024 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
Samuel Bridgers, III
Managing Partner
Medford, New Jersey
27 Jan 2025
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