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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $461.8M | 643 | 19.47% |
| 2 | TJX COS INC NEW | $418.4M | 2619909 | 17.64% |
| 3 | COUPANG INC | $218.9M | 11595815 | 9.23% |
| 4 | ISHARES TR | $89.9M | 137630 | 3.79% |
| 5 | APPLE INC | $60.8M | 239551 | 2.56% |
| 6 | ISHARES TR | $38.9M | 429878 | 1.64% |
| 7 | MICROSOFT CORP | $33.8M | 91332 | 1.43% |
| 8 | ALPHABET INC | $27.5M | 95641 | 1.16% |
| 9 | NVIDIA CORPORATION | $27.2M | 155847 | 1.15% |
| 10 | TIDAL TRUST III | $26.6M | 886095 | 1.12% |
| 11 | AMAZON COM INC | $26.2M | 125627 | 1.10% |
| 12 | VANGUARD TAX-MANAGED FDS | $25.4M | 396222 | 1.07% |
| 13 | ISHARES TR | $25.1M | 177394 | 1.06% |
| 14 | HOME DEPOT INC | $20.8M | 63138 | 0.88% |
| 15 | ALPHABET INC | $19.5M | 67876 | 0.82% |
| 16 | JOHNSON & JOHNSON | $18.4M | 75249 | 0.78% |
| 17 | FIRST TR EXCHANGE-TRADED FD | $15.6M | 485249 | 0.66% |
| 18 | WISDOMTREE TR | $15.3M | 225271 | 0.65% |
| 19 | JPMORGAN CHASE & CO | $14.8M | 50180 | 0.62% |
| 20 | EXXON MOBIL CORP | $14.0M | 82590 | 0.59% |
| 21 | BROADCOM INC | $13.5M | 43562 | 0.57% |
| 22 | ABBVIE INC | $12.7M | 58204 | 0.53% |
| 23 | COTERRA ENERGY INC | $12.5M | 355734 | 0.53% |
| 24 | ISHARES TR | $11.7M | 32858 | 0.49% |
| 25 | ISHARES TR | $11.2M | 166558 | 0.47% |
| 26 | VANGUARD INDEX FDS | $10.6M | 17686 | 0.45% |
| 27 | VISA INC | $10.5M | 34712 | 0.44% |
| 28 | CABOT CORP | $10.5M | 139113 | 0.44% |
| 29 | ABBOTT LABORATORIES | $10.5M | 102050 | 0.44% |
| 30 | ISHARES TR | $10.4M | 109008 | 0.44% |
| 31 | COSTCO WHOLESALE CORPORATION | $10.2M | 10221 | 0.43% |
| 32 | VANGUARD WORLD FD | $9.8M | 136703 | 0.41% |
| 33 | BERKSHIRE HATHAWAY INC DEL | $9.7M | 20203 | 0.41% |
| 34 | ISHARES TR | $7.9M | 81334 | 0.33% |
| 35 | VANGUARD INTL EQUITY INDEX F | $7.8M | 56198 | 0.33% |
| 36 | SPDR SERIES TRUST | $7.1M | 109302 | 0.30% |
| 37 | STATE STR SPDR S&P 500 ETF T | $7.1M | 10856 | 0.30% |
| 38 | MERCK & CO INC | $6.8M | 56606 | 0.29% |
| 39 | AMERICAN EXPRESS CO | $6.7M | 22158 | 0.28% |
| 40 | CHEVRON CORPORATION | $6.5M | 31525 | 0.28% |
| 41 | AMPHENOL CORP | $6.4M | 50990 | 0.27% |
| 42 | PROSHARES TR | $6.4M | 197625 | 0.27% |
| 43 | CISCO SYS INC | $6.0M | 77611 | 0.25% |
| 44 | MASTERCARD INCORPORATED | $5.7M | 11319 | 0.24% |
| 45 | RTX CORPORATION | $5.6M | 28975 | 0.24% |
| 46 | GOLDMAN SACHS GROUP INC | $5.5M | 6520 | 0.23% |
| 47 | ANALOG DEVICES INC | $5.5M | 17319 | 0.23% |
| 48 | META PLATFORMS INC | $5.5M | 9604 | 0.23% |
| 49 | ISHARES TR | $5.2M | 111187 | 0.22% |
| 50 | PALANTIR TECHNOLOGIES INC | $5.1M | 34882 | 0.22% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.