Q1 2024 Holdings
Filed 2024-05-02 | 62 holdings | $355.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Corp Bond Short Term(VCSH) | Common | 92206C409 | $11.0M | 142,103 | 3.1% |
| iShares Russell Midcap Growth(IWP) | Common | 464287481 | $11.2M | 98,007 | 3.2% |
| 1/100 Berkshire Htwy Cla | Class A | 084990175 | $12.1M | 1,900 | 3.4% |
| Vanguard Ftse Developed Mkts(VEA) | Common | 921943858 | $16.3M | 325,051 | 4.6% |
| Vanguard Mid Cap(VO) | Common | 922908629 | $17.7M | 70,899 | 5.0% |
| Vanguard Value(VTV) | Common | 922908744 | $18.5M | 113,531 | 5.2% |
| Schwab US Div Equity Etf(SCHD) | Common | 808524797 | $20.1M | 249,059 | 5.7% |
| Vanguard Div Appreciation(VIG) | Common | 921908844 | $20.1M | 109,974 | 5.7% |
| Vanguard Growth(VUG) | Common | 922908736 | $25.0M | 72,745 | 7.1% |
| Vanguard Small Cap(VB) | Common | 922908751 | $26.3M | 114,918 | 7.4% |
| iShares Tr Russell 1000 Growth(IWF) | Common | 464287614 | $26.5M | 78,581 | 7.5% |
| Berkshire Hathaway Cl B(BRK/B) | Class B | 084670702 | $33.5M | 79,547 | 9.4% |