Q4 2025 Holdings
Filed 2026-02-13 | 1555 holdings | $8.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $301.2M | 4,821,786 | 3.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $319.9M | 661,415 | 3.6% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $405.6M | 4,533,875 | 4.6% |
| Apple Inc(AAPL) | COM | 037833100 | $410.7M | 1,510,828 | 4.7% |
| TJX COS Inc New(TJX) | COM | 872540109 | $449.7M | 2,927,438 | 5.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $486.1M | 644 | 5.5% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $1.1B | 1,559,079 | 12.1% |