Q1 2022 Holdings
Filed 2023-09-15 | 60 holdings | $146.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $3.1M | 17,479 | 2.1% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $5.1M | 20,640 | 3.5% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $5.2M | 23,181 | 3.5% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $6.1M | 17,189 | 4.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $6.9M | 83,157 | 4.7% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $8.3M | 29,772 | 5.7% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $8.5M | 57,641 | 5.8% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $9.4M | 86,827 | 6.4% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $21.9M | 81,598 | 15.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $40.0M | 96,290 | 27.4% |