Top 5 still ~40% of total. $BABA $CSU, $BRK.B, $META and $BN.

~17% in broad equity ETFs.

~16% cash.

Sells in 2023: $INTC (good riddance), $PSH.

Buys in 2023: $MONC, $MKL.

Link below with a few more comments👇🏽