Q1 2025 Holdings
Filed 2025-04-28 | 66 holdings | $281.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| iShares New York Muni(NYF) | Common | 464288323 | $5.8M | 109,275 | 2.0% |
| Vanguard Small Cap Value(VBR) | Common | 922908611 | $6.3M | 33,679 | 2.2% |
| Spdr S&P Dividend Etf(SDY) | Common | 78464A763 | $7.4M | 54,880 | 2.6% |
| iShares Tr Msci Eafe Fd(EFA) | Common | 464287465 | $7.7M | 94,743 | 2.7% |
| Vanguard Mid Cap(VO) | Common | 922908629 | $8.0M | 30,774 | 2.8% |
| Vanguard Sh-Term Inf(VTIP) | Common | 922020805 | $8.4M | 168,999 | 3.0% |
| Vanguard Corp Bond Short Term(VCSH) | Common | 92206C409 | $8.8M | 111,104 | 3.1% |
| iShares Russell Midcap Growth(IWP) | Common | 464287481 | $9.2M | 78,613 | 3.3% |
| Vanguard Ftse Developed Mkts(VEA) | Common | 921943858 | $12.6M | 247,753 | 4.5% |
| Vanguard Value(VTV) | Common | 922908744 | $13.9M | 80,551 | 4.9% |
| Schwab US Div Equity Etf(SCHD) | Common | 808524797 | $15.1M | 540,343 | 5.4% |
| Vanguard Div Appreciation(VIG) | Common | 921908844 | $17.3M | 89,266 | 6.1% |
| Vanguard Small Cap(VB) | Common | 922908751 | $17.6M | 79,303 | 6.2% |
| iShares Tr Russell 1000 Growth(IWF) | Common | 464287614 | $17.8M | 49,356 | 6.3% |
| Vanguard Growth(VUG) | Common | 922908736 | $19.2M | 51,728 | 6.8% |
| Berkshire Hathaway Cl B(BRK/B) | Class B | 084670702 | $38.5M | 72,297 | 13.7% |