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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $34.3M | 71628 | 6.31% |
| 2 | ALPHABET INC | $31.5M | 109552 | 5.79% |
| 3 | APPLE INC | $29.7M | 117025 | 5.46% |
| 4 | MICROSOFT CORP | $25.9M | 69843 | 4.75% |
| 5 | EXXON MOBIL CORP | $21.8M | 128591 | 4.01% |
| 6 | BANK AMERICA CORP | $20.9M | 427690 | 3.83% |
| 7 | PROGRESSIVE CORP | $20.1M | 101419 | 3.70% |
| 8 | SIMPLIFY EXCHANGE TRADED FUN | $18.8M | 379512 | 3.45% |
| 9 | JACOBS SOLUTIONS INC | $17.5M | 137768 | 3.22% |
| 10 | DIMENSIONAL ETF TRUST | $16.5M | 448326 | 3.03% |
| 11 | BURKE HERBERT FINL SVCS CORP | $16.1M | 258080 | 2.95% |
| 12 | MARKEL GROUP INC | $15.6M | 8150 | 2.87% |
| 13 | BERKLEY W R CORP | $15.4M | 232906 | 2.84% |
| 14 | AMAZON COM INC | $15.4M | 74007 | 2.83% |
| 15 | HUBBELL INC | $15.1M | 30794 | 2.78% |
| 16 | WATERS CORP | $14.0M | 46974 | 2.57% |
| 17 | VERISIGN INC | $13.9M | 55869 | 2.55% |
| 18 | VALERO ENERGY CORP | $13.6M | 55019 | 2.50% |
| 19 | DIMENSIONAL ETF TRUST | $13.4M | 296675 | 2.46% |
| 20 | ZOETIS INC | $13.2M | 111834 | 2.43% |
| 21 | BROADCOM INC | $13.2M | 42704 | 2.43% |
| 22 | ADOBE INC | $13.1M | 53893 | 2.41% |
| 23 | CAPITAL ONE FINL CORP | $12.9M | 70984 | 2.38% |
| 24 | ACCENTURE PLC IRELAND | $10.3M | 52130 | 1.90% |
| 25 | DIMENSIONAL ETF TRUST | $10.3M | 264019 | 1.89% |
| 26 | WELLS FARGO & CO | $7.4M | 92364 | 1.35% |
| 27 | NOVO-NORDISK A S | $7.1M | 194428 | 1.31% |
| 28 | DOUBLELINE ETF TRUST | $6.6M | 127826 | 1.22% |
| 29 | DIMENSIONAL ETF TRUST | $6.6M | 168710 | 1.20% |
| 30 | VANGUARD MALVERN FDS | $6.2M | 123573 | 1.13% |
| 31 | SCHWAB STRATEGIC TR | $5.8M | 240649 | 1.07% |
| 32 | DIMENSIONAL ETF TRUST | $3.7M | 50770 | 0.67% |
| 33 | CHEVRON CORPORATION | $3.5M | 17036 | 0.65% |
| 34 | DIMENSIONAL ETF TRUST | $3.3M | 98278 | 0.61% |
| 35 | DIMENSIONAL ETF TRUST | $3.3M | 103001 | 0.61% |
| 36 | DIMENSIONAL ETF TRUST | $3.3M | 97639 | 0.61% |
| 37 | SCHWAB STRATEGIC TR | $3.0M | 121279 | 0.56% |
| 38 | WORLD GOLD TR | $2.4M | 25437 | 0.43% |
| 39 | DIMENSIONAL ETF TRUST | $2.3M | 36531 | 0.42% |
| 40 | ISHARES GOLD TR | $2.0M | 23132 | 0.37% |
| 41 | DIMENSIONAL ETF TRUST | $1.9M | 45887 | 0.36% |
| 42 | SCHWAB STRATEGIC TR | $1.8M | 68214 | 0.33% |
| 43 | JOHNSON & JOHNSON | $1.7M | 6979 | 0.31% |
| 44 | BOEING CO | $1.5M | 7599 | 0.28% |
| 45 | STATE STR SPDR S&P 500 ETF T | $1.4M | 2199 | 0.26% |
| 46 | CORNING INC | $1.4M | 10426 | 0.26% |
| 47 | PROCTER & GAMBLE CO | $1.4M | 9468 | 0.25% |
| 48 | JPMORGAN CHASE & CO | $1.3M | 4563 | 0.25% |
| 49 | ISHARES TR | $1.2M | 27187 | 0.23% |
| 50 | COSTCO WHOLESALE CORPORATION | $1.2M | 1224 | 0.22% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.