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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $31.3M | 65386 | 4.37% |
| 2 | SCHWAB CHARLES CORP | $20.2M | 214689 | 2.81% |
| 3 | APPLE INC | $19.5M | 76827 | 2.72% |
| 4 | DIMENSIONAL ETF TRUST | $18.2M | 402305 | 2.53% |
| 5 | BANK AMERICA CORP | $18.0M | 369637 | 2.51% |
| 6 | ALPHABET INC | $17.1M | 59525 | 2.38% |
| 7 | HCA HEALTHCARE INC | $16.5M | 34936 | 2.30% |
| 8 | DOLLAR TREE INC | $16.3M | 149182 | 2.28% |
| 9 | MICROSOFT CORP | $15.7M | 42518 | 2.19% |
| 10 | ALPHABET INC | $15.5M | 53758 | 2.16% |
| 11 | LOWES COS INC | $15.5M | 65395 | 2.15% |
| 12 | JPMORGAN CHASE & CO | $15.0M | 50841 | 2.08% |
| 13 | CHEVRON CORPORATION | $14.1M | 68108 | 1.96% |
| 14 | NEWMONT CORP | $13.3M | 123029 | 1.86% |
| 15 | BROOKFIELD CORP | $13.0M | 320718 | 1.81% |
| 16 | DIMENSIONAL ETF TRUST | $12.8M | 377834 | 1.79% |
| 17 | RTX CORPORATION | $12.2M | 63242 | 1.70% |
| 18 | MARKEL GROUP INC | $11.8M | 6167 | 1.65% |
| 19 | NOVARTIS AG | $11.5M | 75338 | 1.60% |
| 20 | CISCO SYS INC | $11.1M | 142958 | 1.55% |
| 21 | TJX COS INC NEW | $10.3M | 64413 | 1.43% |
| 22 | HONEYWELL INTL INC | $10.2M | 45034 | 1.42% |
| 23 | SLB LIMITED | $10.1M | 197423 | 1.41% |
| 24 | ANALOG DEVICES INC | $10.0M | 31298 | 1.39% |
| 25 | MASTERCARD INCORPORATED | $9.8M | 19616 | 1.37% |
| 26 | MERCK & CO INC | $9.5M | 79338 | 1.33% |
| 27 | SONY GROUP CORP | $9.4M | 454318 | 1.31% |
| 28 | DANAHER CORP DEL | $8.9M | 47104 | 1.25% |
| 29 | DISNEY WALT CO | $8.8M | 91222 | 1.23% |
| 30 | ROYAL BK CDA | $8.7M | 53889 | 1.22% |
| 31 | VISA INC | $8.6M | 28514 | 1.20% |
| 32 | UNITEDHEALTH GROUP INC | $8.5M | 31416 | 1.19% |
| 33 | METLIFE INC | $8.3M | 117251 | 1.16% |
| 34 | INVESCO LTD | $8.2M | 338777 | 1.15% |
| 35 | DIMENSIONAL ETF TRUST | $8.0M | 166229 | 1.11% |
| 36 | ABBOTT LABORATORIES | $7.9M | 76739 | 1.10% |
| 37 | QUALCOMM INC | $7.4M | 57842 | 1.04% |
| 38 | VISHAY INTERTECHNOLOGY INC | $7.4M | 413745 | 1.04% |
| 39 | AON PLC | $7.4M | 22945 | 1.03% |
| 40 | BOEING CO | $7.3M | 36518 | 1.01% |
| 41 | UNITED PARCEL SVCS INC | $7.2M | 73552 | 1.01% |
| 42 | DIAGEO PLC | $7.1M | 95352 | 0.99% |
| 43 | AGILENT TECHNOLOGIES INC | $6.9M | 60280 | 0.96% |
| 44 | THERMO FISHER SCIENTIFIC INC | $6.8M | 13905 | 0.95% |
| 45 | EXXON MOBIL CORP | $6.7M | 39500 | 0.93% |
| 46 | FIRST CTZNS BANCSHARES INC D | $6.5M | 3465 | 0.91% |
| 47 | DIMENSIONAL ETF TRUST | $5.7M | 147329 | 0.80% |
| 48 | MOSAIC CO | $5.5M | 215211 | 0.77% |
| 49 | TAIWAN SEMICONDUCTOR MANUFAC | $5.4M | 15854 | 0.75% |
| 50 | MOODYS CORP | $5.1M | 11799 | 0.72% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.