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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $175.0M | 1003648 | 7.61% |
| 2 | VANGUARD INDEX FDS | $150.7M | 469675 | 6.55% |
| 3 | MICROSOFT CORP | $136.2M | 367891 | 5.92% |
| 4 | VANGUARD TAX-MANAGED FDS | $117.4M | 1831731 | 5.10% |
| 5 | BERKSHIRE HATHAWAY INC DEL | $109.2M | 152 | 4.75% |
| 6 | VANGUARD INTL EQUITY INDEX F | $72.8M | 968712 | 3.16% |
| 7 | APPLE INC | $54.7M | 215551 | 2.38% |
| 8 | JPMORGAN CHASE & CO | $43.0M | 146189 | 1.87% |
| 9 | ISHARES TR | $41.5M | 116326 | 1.80% |
| 10 | META PLATFORMS INC | $41.1M | 71905 | 1.79% |
| 11 | TESLA INC | $32.0M | 85960 | 1.39% |
| 12 | ELI LILLY & CO | $31.6M | 34409 | 1.38% |
| 13 | ISHARES TR | $31.2M | 275902 | 1.36% |
| 14 | AMAZON COM INC | $24.9M | 119709 | 1.08% |
| 15 | VISA INC | $24.7M | 81607 | 1.07% |
| 16 | JOHNSON & JOHNSON | $21.5M | 87821 | 0.93% |
| 17 | EXXON MOBIL CORP | $21.1M | 124334 | 0.92% |
| 18 | VANGUARD STAR FDS | $20.9M | 271252 | 0.91% |
| 19 | HOME DEPOT INC | $20.8M | 63101 | 0.90% |
| 20 | COMMERCIAL METALS CO | $16.6M | 270352 | 0.72% |
| 21 | BERKSHIRE HATHAWAY INC DEL | $15.1M | 31514 | 0.66% |
| 22 | APPLIED MATLS INC | $14.6M | 42786 | 0.64% |
| 23 | CHEVRON CORPORATION | $13.8M | 66702 | 0.60% |
| 24 | BANK AMERICA CORP | $13.6M | 279792 | 0.59% |
| 25 | CATERPILLAR INC | $13.6M | 19224 | 0.59% |
| 26 | ISHARES TR | $13.6M | 64177 | 0.59% |
| 27 | ADVANCED MICRO DEVICES INC | $13.3M | 65369 | 0.58% |
| 28 | PROCTER & GAMBLE CO | $12.6M | 87373 | 0.55% |
| 29 | ALPHABET INC | $12.3M | 42849 | 0.53% |
| 30 | CISCO SYS INC | $11.8M | 152617 | 0.51% |
| 31 | ISHARES TR | $11.8M | 119036 | 0.51% |
| 32 | GE AEROSPACE | $11.5M | 40426 | 0.50% |
| 33 | ISHARES TR | $11.1M | 16974 | 0.48% |
| 34 | MERCK & CO INC | $11.0M | 90820 | 0.48% |
| 35 | ISHARES TR | $11.0M | 103289 | 0.48% |
| 36 | GOLDMAN SACHS GROUP INC | $10.2M | 12059 | 0.44% |
| 37 | GE VERNOVA INC | $10.2M | 11646 | 0.44% |
| 38 | TJX COS INC NEW | $9.8M | 61143 | 0.42% |
| 39 | PALANTIR TECHNOLOGIES INC | $8.7M | 59616 | 0.38% |
| 40 | UNITEDHEALTH GROUP INC | $8.1M | 30075 | 0.35% |
| 41 | VANGUARD BD INDEX FDS | $7.7M | 103919 | 0.33% |
| 42 | KLA CORP | $7.6M | 5133 | 0.33% |
| 43 | COSTCO WHOLESALE CORPORATION | $7.5M | 7520 | 0.33% |
| 44 | SALESFORCE INC | $7.1M | 38216 | 0.31% |
| 45 | ALPHABET INC | $7.1M | 24644 | 0.31% |
| 46 | BROADCOM INC | $7.1M | 22884 | 0.31% |
| 47 | VANGUARD INTL EQUITY INDEX F | $6.9M | 49850 | 0.30% |
| 48 | ISHARES INC | $6.8M | 96822 | 0.29% |
| 49 | UNION PAC CORP | $6.7M | 27450 | 0.29% |
| 50 | PEPSICO INC | $6.7M | 42858 | 0.29% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.