Q1 2025 Holdings
Filed 2025-04-16 | 104 holdings | $158.4M | 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 | $4.5M | 8,455 | 2.8% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $5.0M | 229,949 | 3.1% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $6.9M | 25,154 | 4.4% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $9.7M | 18,933 | 6.1% |