The S&P 500 Index (GSPC, or SP500), is a stock market index that represents the performance of the 500 largest publicly traded companies in the US. The index comprises many industries, including technology, healthcare, financials, consumer staples, etc. It is widely considered a leading indicator of the overall performance of the US stock market. It is often used as a benchmark for the performance of mutual funds, ETFs, and other investment products.

The S&P 500 Index is calculated by Standard & Poor's, a financial services company. It is a market-capitalization-weighted index, meaning that the weight of each company in the index is based on its market capitalization (the value of its outstanding shares of stock). The index is rebalanced periodically to reflect the current market conditions.

The S&P 500 Index is often used as a benchmark for the performance of mutual funds, ETFs, and other investment products because it provides broad exposure to the US stock market and represents a diverse range of industries. In addition, many investors use the S&P 500 Index as a benchmark for their portfolio performance, or they may invest in products that track the index's performance, such as ETFs.

^GSPC

Apple Inc. is a multinational technology company that designs and sells consumer electronics, computer software, and online services. The company is best known for its products and services, including the iPhone, iPad, Mac, iPod, Apple Watch, Apple TV, and Apple Music. Apple also offers various online services, including the App Store, iCloud, Apple Arcade, and Apple News+.

NasdaqGS

AAPL

Berkshire Hathaway Inc. (BRK-B, BRKB, or BRK.B) is a multinational conglomerate holding company based in Omaha, Nebraska. It was founded by Warren Buffett in the 1960s and has holdings in a wide range of industries, including insurance, retail, and finance. Berkshire Hathaway is known for its strong financial performance and is considered one of the most successful companies in the world.

NYSE

BRK-B

Chevron Corporation is a multinational energy company based in San Ramon, California. The company is engaged in every aspect of the oil, natural gas, and geothermal energy industries, including exploration, production, refining, and marketing. Chevron also has significant interests in chemicals, mining, and power generation.

Alphabet Inc. is a multinational conglomerate that serves as the parent company of Google and several other subsidiaries. The company was created in 2015 as a restructuring of Google, and its subsidiaries operate in various industries, including technology, life sciences, and investment. Alphabet Inc. is headquartered in Mountain View, California. GOOGL represents the class A shares, which have voting rights.

GOOGL

The Coca-Cola Company is a multinational beverage corporation that produces and distributes a variety of carbonated and non-carbonated drinks, including its iconic Coca-Cola brand. The company was founded in 1886 and has a strong global presence, with products sold in more than 200 countries. In addition to its signature drink, Coca-Cola owns and markets a range of other brands, including Sprite, Fanta, and Powerade.

Other OTC

LVMUY

Microsoft Corporation is a multinational technology company based in Redmond, Washington. It is best known for its Windows operating system, the most widely used operating system in the world, as well as its Office suite of productivity software and its Xbox gaming console. In addition, Microsoft has a diverse range of products and services, including cloud computing, artificial intelligence, and LinkedIn, a professional social networking platform.

MSFT

Oracle Corporation is a multinational American computer technology corporation specializing in developing and marketing computer hardware systems and enterprise software products. It is known for its Oracle Database software, which is widely used by businesses worldwide, as well as its cloud computing, artificial intelligence, and cybersecurity products. Oracle is headquartered in Redwood City, California, and has a strong presence in the global market.

ORCL

PepsiCo, Inc. is a multinational food and beverage company that produces and sells various products, including carbonated and non-carbonated beverages, snacks, and other food products. The company was founded in 1965 and is headquartered in Purchase, New York. It operates in more than 190 countries worldwide and has a diverse portfolio of brands, including Pepsi, Mountain Dew, Lay's, Gatorade, Tropicana, and Quaker.

VWAGY

Exxon Mobil Corporation is a global energy company that explores for, produces, and sells oil, natural gas, and petroleum products. It is headquartered in Irving, Texas, and operates in over 50 countries around the world. The company was formed in 1999 through the merger of Exxon and Mobil, two of the largest oil and gas companies in the world at the time.

Position	Category/Sector	Target Weight
AAPL Apple Inc	Technology	10%
ABB		9%
BRK-B Berkshire Hathaway Inc.	Financial Services	16%
CVX Chevron Corporation	Energy	1%
GOOGL Alphabet Inc Class A	Communication Services	8%
GSK GlaxoSmithKline plc	Healthcare	4%
K Kellogg Company	Consumer Defensive	5%
KO The Coca-Cola Company	Consumer Defensive	5%
LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne	Consumer Cyclical	9%
MSFT Microsoft Corporation	Technology	8%
ORCL Oracle Corporation	Technology	5%
PEP PepsiCo, Inc.	Consumer Defensive	8%
PSX Phillips 66	Energy	2%
VWAGY Volkswagen AG 1/10 ADR	Consumer Cyclical	7%
XOM Exxon Mobil Corporation	Energy	3%

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