Q3 2025 Holdings
Filed 2025-11-12 | 554 holdings | $5.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $175.6M | 1,478,144 | 3.1% |
| Vaneck ETF Trust(MOAT) | MRNGSTR WDE MOAT | 92189F643 | $260.4M | 2,627,317 | 4.7% |
| Apple Inc(AAPL) | COM | 037833100 | $268.2M | 1,053,309 | 4.8% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $484.6M | 963,896 | 8.7% |