Filing: 0001703556-24-000002
Total Filing Value
$188.98MIssuer | Symbol | Class | CUSIP | Value | Shares | Put/Call |
|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $21,436,044 | 50,975 | — | |
| ISHARES TR | SHV | SHORT TREAS BD | 464288679 | $7,546,379 | 68,268 | — |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | 922042742 | $3,731,693 | 33,771 | — |
| ALPHABET INC | GOOGL | CAP STK CL A | 02079K305 | $3,727,744 | 24,698 | — |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $3,644,053 | 7,581 | — | |
| MICROSOFT CORP | MSFT | COM | 594918104 | $3,410,695 | 8,107 | — |
| MARKEL GROUP INC | MKL | COM | 570535104 | $3,163,108 | 2,079 | — |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | 92206C102 | $2,971,743 | 51,175 | — |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | 922908751 | $2,390,017 | 10,455 | — |
| MEDTRONIC PLC | MDT | SHS | G5960L103 | $2,347,792 | 26,940 | — |
| VANGUARD INDEX FDS | VO | MID CAP ETF | 922908629 | $2,304,525 | 9,223 | — |
| VANGUARD SCOTTSDALE FDS | VONV | VNG RUS1000VAL | 92206C714 | $2,253,878 | 28,661 | — |
| ALPHABET INC | GOOG | CAP STK CL C | 02079K107 | $2,190,017 | 14,383 | — |
| SMITH & NEPHEW PLC | SNN | SPDN ADR NEW | 83175M205 | $1,982,607 | 78,178 | — |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | $1,959,167 | 29,743 | — | |
| HENRY SCHEIN INC | HSIC | COM | 806407102 | $1,935,502 | 25,629 | — |
| QUALCOMM INC | QCOM | COM | 747525103 | $1,932,544 | 11,415 | — |
| AMAZON COM INC | AMZN | COM | 023135106 | $1,907,522 | 10,575 | — |
| 3M CO | MMM | COM | 88579Y101 | $1,907,468 | 17,983 | — |
| PRICE T ROWE GROUP INC | TROW | COM | 74144T108 | $1,886,911 | 15,477 | — |
Rows:
1–20 of 209
...