Filing: 0001172661-25-001910
Total Filing Value
$246.72MIssuer | Symbol | Class | CUSIP | Value | Shares | Put/Call |
|---|---|---|---|---|---|---|
| APPLE INC | AAPL | COM | 037833100 | $8,224,470 | 37,025 | — |
| VANECK MERK GOLD ETF | GOLD SHS | 921078101 | $5,882,137 | 195,160 | — | |
| SPDR S&P 500 ETF TR | 1557.T | TR UNIT | 78462F103 | $5,315,004 | 9,501 | — |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4,524,147 | 8,494 | — | |
| MICROSOFT CORP | MSFT | COM | 594918104 | $4,226,490 | 11,258 | — |
| ISHARES TR | DGRO | CORE DIV GRWTH | 46434V621 | $3,411,808 | 55,225 | — |
| ISHARES TR | ITOT | CORE S&P TTL STK | 464287150 | $3,399,924 | 27,865 | — |
| NVIDIA CORPORATION | NVDA | COM | 67066G104 | $3,295,550 | 30,407 | — |
| ISHARES TR | IWY | RUS TP200 GR ETF | 464289438 | $3,272,915 | 15,515 | — |
| ISHARES TR | IWR | RUS MID CAP ETF | 464287499 | $3,128,328 | 36,773 | — |
| MPLX LP | MPLX | COM UNIT REP LTD | 55336V100 | $2,881,474 | 53,839 | — |
| ISHARES TR | TIP | TIPS BD ETF | 464287176 | $2,881,342 | 25,937 | — |
| SPDR GOLD TR | GOLD SHS | 78463V107 | $2,854,171 | 9,905 | — | |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 | $2,836,364 | 36,400 | — | |
| ISHARES TR | SHY | 1 3 YR TREAS BD | 464287457 | $2,676,445 | 32,351 | — |
| ISHARES TR | ISTB | CORE 1 5 YR USD | 46432F859 | $2,656,583 | 54,944 | — |
| VICTORY PORTFOLIOS II | SHORT TRM BD ETF | 92647N535 | $2,643,904 | 52,199 | — | |
| META PLATFORMS INC | META | CL A | 30303M102 | $2,480,221 | 4,303 | — |
| DIMENSIONAL ETF TRUST | DFAC | US CORE EQUITY 2 | 25434V708 | $2,358,919 | 71,504 | — |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $2,309,176 | 4,924 | — |
Rows:
1–20 of 318
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