Lakewood Asset Management LLC
Q4 2024 13F Holdings
- Locationnaperville, IL
- Num holdings
120
- Value ($000)
$145,172
- Date Filed01/14/2025
- Form type13F-HR
- CIK0001966581
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $9.73M | 7 % | 21,468 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $9.44M | 7 % | 103,282 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $8.68M | 6 % | 366,481 | ||
VT VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $4.93M | 3 % | 41,964 | ||
AAPL APPLE INC | COM | 037833100 | $4.71M | 3 % | 18,793 | ||
WSM WILLIAMS SONOMA INC | COM | 969904101 | $4.33M | 3 % | 23,367 | ||
MCK MCKESSON CORP | COM | 58155Q103 | $4.20M | 3 % | 7,366 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $3.67M | 3 % | 12,657 | ||
BAC BANK AMERICA CORP | COM | 060505104 | $3.35M | 2 % | 76,287 | ||
AZO AUTOZONE INC | COM | 053332102 | $3.33M | 2 % | 1,040 |
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