Q2 2025 Holdings
Filed 2025-08-06 | 13 holdings | $860.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $358.9M | 631,823 | 41.7% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $283.7M | 584,092 | 33.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $115.9M | 1,868,846 | 13.5% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $65.5M | 599,244 | 7.6% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $36.4M | 50 | 4.2% |
| Dimensional ETF Trust(DFAI) | INTL CORE EQT MK | 25434V203 | $437.0K | 12,640 | 0.1% |