Q4 2020 Holdings
Filed 2021-02-12 | 16 holdings | $148.0K | 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 | $33.5K | 144,390 | 22.6% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $25.9K | 183,770 | 17.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $14.4K | 73,987 | 9.7% |
| Enterprise Prods Partners L(EPD) | COM | 293792107 | $13.2K | 672,344 | 8.9% |
| Blackstone Group Inc(BX) | COM CL A | 09260D107 | $11.3K | 173,909 | 7.6% |
| KKR Real Estate FIN TR Inc(KREF) | COM | 48251K100 | $7.7K | 428,304 | 5.2% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $7.7K | 22 | 5.2% |
| Blackstone MTG TR Inc(BXMT) | COM CL A | 09257W100 | $7.3K | 264,647 | 4.9% |
| Ishares TR(EFAV) | MSCI EAFE MIN VL | 46429B689 | $7.2K | 98,036 | 4.9% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $6.6K | 139,352 | 4.4% |
| Apple Inc(AAPL) | COM | 037833100 | $5.5K | 41,792 | 3.7% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $3.1K | 92,647 | 2.1% |
| TC Energy Corp(TRP) | COM | 87807B107 | $2.3K | 56,699 | 1.6% |
| Spdr SER TR(SPTM) | PORTFOLI S&P1500 | 78464A805 | $1.5K | 32,840 | 1.0% |
| Monmouth Real Estate Invt Co | CL A | 609720107 | $462 | 26,667 | 0.3% |
| Fidelity Merrimack STR TR(FBND) | TOTAL BD ETF | 316188309 | $369 | 6,799 | 0.2% |