Q1 2025 Holdings
Filed 2025-05-12 | 2540 holdings | $2.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del CL B New(BRK/B) | COM | 084670702 | $65.5M | 123,035 | 3.0% |
| Dimensional ETF Trust US Equity Market(DFUS) | ETF | 25434V401 | $71.6M | 1,184,226 | 3.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $102.9M | 274,143 | 4.7% |
| Apple Inc(AAPL) | COM | 037833100 | $113.4M | 510,677 | 5.2% |