Q2 2025 Holdings
Filed 2025-08-07 | 206 holdings | $342.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $8.7M | 28,609 | 2.5% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $9.8M | 55,109 | 2.9% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $11.4M | 226,793 | 3.3% |
| Apple Inc(AAPL) | COM | 037833100 | $14.1M | 68,699 | 4.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $19.9M | 39,907 | 5.8% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $25.6M | 52,602 | 7.5% |