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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $103.8M | 323530 | 32.71% |
| 2 | ISHARES TR | $52.1M | 517354 | 16.41% |
| 3 | SPDR GOLD TR | $26.7M | 62002 | 8.41% |
| 4 | VANGUARD TAX-MANAGED FDS | $18.4M | 287746 | 5.81% |
| 5 | ISHARES TR | $13.2M | 145431 | 4.15% |
| 6 | ISHARES GOLD TR | $11.2M | 126607 | 3.52% |
| 7 | VANGUARD INTL EQUITY INDEX F | $8.4M | 155098 | 2.64% |
| 8 | APPLE INC | $8.1M | 31813 | 2.54% |
| 9 | ISHARES TR | $7.6M | 213047 | 2.38% |
| 10 | STATE STR SPDR S&P 500 ETF T | $5.5M | 8495 | 1.75% |
| 11 | MICROSOFT CORP | $4.5M | 12239 | 1.43% |
| 12 | NVIDIA CORPORATION | $4.4M | 25182 | 1.38% |
| 13 | VANGUARD INDEX FDS | $3.7M | 12991 | 1.18% |
| 14 | VANGUARD INDEX FDS | $3.4M | 5663 | 1.07% |
| 15 | ALPHABET INC | $3.1M | 10653 | 0.97% |
| 16 | ALPHABET INC | $2.3M | 7992 | 0.72% |
| 17 | AMAZON COM INC | $2.3M | 10987 | 0.72% |
| 18 | ELI LILLY & CO | $2.0M | 2131 | 0.62% |
| 19 | META PLATFORMS INC | $1.8M | 3123 | 0.56% |
| 20 | JPMORGAN CHASE & CO | $1.8M | 6035 | 0.56% |
| 21 | MASTERCARD INCORPORATED | $1.6M | 3211 | 0.51% |
| 22 | BERKSHIRE HATHAWAY INC DEL | $1.4M | 2 | 0.45% |
| 23 | DISNEY WALT CO | $1.4M | 14053 | 0.43% |
| 24 | ADVANCED MICRO DEVICES INC | $1.2M | 6066 | 0.39% |
| 25 | BERKSHIRE HATHAWAY INC DEL | $1.1M | 2377 | 0.36% |
| 26 | LOCKHEED MARTIN CORP | $1.1M | 1863 | 0.35% |
| 27 | BROADCOM INC | $1.1M | 3427 | 0.33% |
| 28 | TESLA INC | $920K | 2476 | 0.29% |
| 29 | BANK AMERICA CORP | $913K | 18722 | 0.29% |
| 30 | ABBVIE INC | $912K | 4194 | 0.29% |
| 31 | VISA INC | $798K | 2641 | 0.25% |
| 32 | JOHNSON & JOHNSON | $677K | 2771 | 0.21% |
| 33 | ISHARES TR | $659K | 1848 | 0.21% |
| 34 | MCDONALDS CORP | $604K | 1943 | 0.19% |
| 35 | VANGUARD INDEX FDS | $604K | 3080 | 0.19% |
| 36 | LENNAR CORP | $601K | 6916 | 0.19% |
| 37 | PHILIP MORRIS INTL INC | $598K | 3587 | 0.19% |
| 38 | WALMART INC | $561K | 4507 | 0.18% |
| 39 | DIGITAL RLTY TR INC | $557K | 3090 | 0.18% |
| 40 | PROCTER & GAMBLE CO | $542K | 3751 | 0.17% |
| 41 | MERCK & CO INC | $521K | 4298 | 0.16% |
| 42 | MORGAN STANLEY | $513K | 3117 | 0.16% |
| 43 | COSTCO WHOLESALE CORPORATION | $505K | 507 | 0.16% |
| 44 | MOTOROLA SOLUTIONS INC | $502K | 1154 | 0.16% |
| 45 | PACCAR INC | $476K | 4121 | 0.15% |
| 46 | CATERPILLAR INC | $451K | 636 | 0.14% |
| 47 | MICRON TECHNOLOGY INC | $445K | 1317 | 0.14% |
| 48 | ISHARES TR | $442K | 5352 | 0.14% |
| 49 | COLGATE PALMOLIVE CO | $430K | 5045 | 0.14% |
| 50 | RTX CORPORATION | $409K | 2118 | 0.13% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.