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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $24.3M | 50712 | 8.11% |
| 2 | AMAZON COM INC | $23.6M | 113232 | 7.87% |
| 3 | APPLE INC | $21.7M | 85442 | 7.24% |
| 4 | VANGUARD INDEX FDS | $16.4M | 57029 | 5.47% |
| 5 | TESLA INC | $10.9M | 29285 | 3.63% |
| 6 | FUNDVANTAGE TR | $10.2M | 500775 | 3.42% |
| 7 | VANGUARD INDEX FDS | $9.5M | 21708 | 3.16% |
| 8 | MICROSOFT CORP | $8.7M | 23429 | 2.89% |
| 9 | VANGUARD SPECIALIZED FUNDS | $8.0M | 37366 | 2.68% |
| 10 | MARKEL GROUP INC | $8.0M | 4196 | 2.68% |
| 11 | SALESFORCE INC | $7.9M | 42067 | 2.62% |
| 12 | MICRON TECHNOLOGY INC | $7.8M | 23152 | 2.61% |
| 13 | PARK HOTELS & RESORTS INC | $7.0M | 665678 | 2.34% |
| 14 | WALMART INC | $6.8M | 55009 | 2.28% |
| 15 | BXP INC | $6.8M | 130098 | 2.25% |
| 16 | CAPITAL GROUP DIVIDEND VALUE | $6.7M | 158014 | 2.24% |
| 17 | CAPITAL GROUP INTL FOCUS EQT | $6.7M | 225619 | 2.22% |
| 18 | CARRIER GLOBAL CORPORATION | $6.1M | 109132 | 2.05% |
| 19 | KINDER MORGAN INC DEL | $6.1M | 183159 | 2.05% |
| 20 | VANGUARD INDEX FDS | $6.0M | 18796 | 2.01% |
| 21 | RYDER SYS INC | $6.0M | 29228 | 2.00% |
| 22 | SIMON PPTY GROUP INC NEW | $5.5M | 29525 | 1.84% |
| 23 | UNITED RENTALS INC | $5.1M | 7024 | 1.71% |
| 24 | HOME DEPOT INC | $5.0M | 15128 | 1.66% |
| 25 | ISHARES TR | $4.8M | 22394 | 1.60% |
| 26 | ALPHABET INC | $4.7M | 16329 | 1.57% |
| 27 | EVERSOURCE ENERGY | $4.5M | 65277 | 1.51% |
| 28 | SERVICENOW INC | $4.0M | 38559 | 1.35% |
| 29 | NVIDIA CORPORATION | $4.0M | 22857 | 1.33% |
| 30 | ENBRIDGE INC | $3.8M | 70791 | 1.28% |
| 31 | VISA INC | $3.3M | 10776 | 1.09% |
| 32 | VANGUARD SCOTTSDALE FDS | $3.2M | 39844 | 1.05% |
| 33 | AFLAC INC | $2.2M | 19987 | 0.73% |
| 34 | OTIS WORLDWIDE CORP | $2.0M | 25679 | 0.66% |
| 35 | LABCORP HOLDINGS INC | $1.8M | 6922 | 0.62% |
| 36 | COCA COLA CO | $1.7M | 22377 | 0.57% |
| 37 | STARWOOD PPTY TR INC | $1.7M | 98021 | 0.56% |
| 38 | TEMPUS AI INC | $1.6M | 36441 | 0.55% |
| 39 | NETFLIX INC. | $1.6M | 16720 | 0.54% |
| 40 | AVALONBAY CMNTYS INC | $1.5M | 9234 | 0.50% |
| 41 | ISHARES TR | $1.4M | 29115 | 0.46% |
| 42 | ISHARES TR | $1.3M | 3128 | 0.45% |
| 43 | GOLDMAN SACHS GROUP INC | $1.3M | 1482 | 0.42% |
| 44 | ISHARES TR | $1.1M | 9834 | 0.38% |
| 45 | EXXON MOBIL CORP | $1.1M | 6365 | 0.36% |
| 46 | META PLATFORMS INC | $862K | 1507 | 0.29% |
| 47 | JPMORGAN CHASE & CO | $793K | 2697 | 0.26% |
| 48 | CAVA GROUP INC | $750K | 9272 | 0.25% |
| 49 | SIRIUSXM HOLDINGS INC | $733K | 31752 | 0.24% |
| 50 | JOHNSON & JOHNSON | $721K | 2950 | 0.24% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.