Q2 2025 Holdings
Filed 2025-07-17 | 5 holdings | $3.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $2.0M | 4,122 | 57.3% |
| Sprott Physical Gold TR(PHYS/U) | UNIT | 85207H104 | $717.4K | 28,299 | 20.5% |
| Dimensional ETF Trust(DFAC) | US CORE EQUITY 2 | 25434V708 | $288.3K | 8,044 | 8.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $252.4K | 508 | 7.2% |
| First TR Exchng Traded FD VI(BUFG) | VEST BUFFERED | 33740U778 | $236.4K | 9,255 | 6.8% |