Q1 2025 Holdings
Filed 2025-05-14 | 57 holdings | $145.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Cl B(BRK/B) | Stock | 084670702 | $3.8M | 7,204 | 2.6% |
| iShares Core S&P 500 Index ETF(IVV) | ETF | 464287200 | $4.4M | 7,789 | 3.0% |
| Vanguard Mid-Cap Growth Index ETF(VOT) | ETF | 922908538 | $6.3M | 25,706 | 4.3% |
| Seagate Technology Holdings(STX) | Stock | G7997R103 | $7.1M | 83,599 | 4.9% |
| Vanguard Developed Markets Index ETF(VEA) | ETF | 921943858 | $26.2M | 515,154 | 18.0% |
| Vanguard 500 Index ETF(VOO) | ETF | 922908363 | $32.1M | 62,391 | 22.0% |
| Vanguard Small-Cap Index ETF(VB) | ETF | 922908751 | $32.4M | 146,265 | 22.3% |