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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MORGAN STANLEY ETF TRUST | $116.2M | 2290566 | 38.81% |
| 2 | VANGUARD SPECIALIZED FUNDS | $38.5M | 178844 | 12.84% |
| 3 | GMO ETF TRUST | $34.8M | 961119 | 11.61% |
| 4 | BERKSHIRE HATHAWAY INC DEL | $33.0M | 46 | 11.03% |
| 5 | T ROWE PRICE ETF INC | $28.7M | 702698 | 9.60% |
| 6 | DIMENSIONAL ETF TRUST | $10.1M | 224802 | 3.39% |
| 7 | 2023 ETF SERIES TRUST | $9.8M | 320634 | 3.26% |
| 8 | DIMENSIONAL ETF TRUST | $8.3M | 214287 | 2.79% |
| 9 | VANGUARD INDEX FDS | $7.7M | 24110 | 2.58% |
| 10 | BERKSHIRE HATHAWAY INC DEL | $3.0M | 6363 | 1.02% |
| 11 | MICROSOFT CORP | $1.9M | 5203 | 0.64% |
| 12 | APPLE INC | $1.3M | 5073 | 0.43% |
| 13 | CATERPILLAR INC | $708K | 1000 | 0.24% |
| 14 | ISHARES BITCOIN TRUST ETF | $676K | 17600 | 0.23% |
| 15 | ALPHABET INC | $663K | 2307 | 0.22% |
| 16 | ISHARES TR | $416K | 6161 | 0.14% |
| 17 | VANGUARD TAX-MANAGED FDS | $412K | 6433 | 0.14% |
| 18 | MICRON TECHNOLOGY INC | $362K | 1074 | 0.12% |
| 19 | AMGEN INC | $361K | 1028 | 0.12% |
| 20 | VANGUARD INDEX FDS | $337K | 564 | 0.11% |
| 21 | ISHARES TR | $327K | 502 | 0.11% |
| 22 | ORACLE CORP | $300K | 2042 | 0.10% |
| 23 | VISA INC | $297K | 984 | 0.10% |
| 24 | GLOBALSTAR INC | $294K | 4439 | 0.10% |
| 25 | AMAZON COM INC | $276K | 1326 | 0.09% |
| 26 | STATE STR SPDR S&P 500 ETF T | $267K | 411 | 0.09% |
| 27 | VANGUARD SCOTTSDALE FDS | $249K | 4269 | 0.08% |
| 28 | SANA BIOTECHNOLOGY INC | $57K | 20050 | 0.02% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.