Q1 2023 Holdings
Filed 2023-05-11 | 110 holdings | $219.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr SER TR(SDY) | S&P DIVID ETF | 78464A763 | $5.5M | 44,664 | 2.5% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $5.6M | 12 | 2.5% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $6.0M | 148,052 | 2.7% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $7.4M | 134,374 | 3.4% |
| Texas Pacific Land Corporati(TPL) | COM | 88262P102 | $10.1M | 5,962 | 4.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $10.3M | 99,380 | 4.7% |
| Apple Inc(AAPL) | COM | 037833100 | $14.4M | 87,170 | 6.5% |
| Ishares TR(SGOV) | 0-3 MNTH TREASRY | 46436E718 | $15.7M | 155,913 | 7.1% |
| Spdr SER TR(SPSB) | PORTFOLIO SHORT | 78464A474 | $18.5M | 625,440 | 8.4% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $22.7M | 73,675 | 10.4% |