Filing: 0001703556-24-000003
Total Filing Value
$199.90MIssuer | Symbol | Class | CUSIP | Value | Shares | Put/Call |
|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $20,197,020 | 49,649 | — | |
| ISHARES TR | SHV | SHORT TREAS BD | 464288679 | $7,086,536 | 64,132 | — |
| ALPHABET INC | GOOGL | CAP STK CL A | 02079K305 | $4,398,854 | 24,150 | — |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $3,727,829 | 7,454 | — | |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | 922042742 | $3,573,809 | 31,731 | — |
| MARKEL GROUP INC | MKL | COM | 570535104 | $3,203,584 | 2,033 | — |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | 92206C102 | $2,965,561 | 51,139 | — |
| ALPHABET INC | GOOG | CAP STK CL C | 02079K107 | $2,583,289 | 14,084 | — |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | 922908751 | $2,289,416 | 10,500 | — |
| VANGUARD INDEX FDS | VO | MID CAP ETF | 922908629 | $2,125,524 | 8,780 | — |
| MEDTRONIC PLC | MDT | SHS | G5960L103 | $2,114,725 | 26,867 | — |
| VANGUARD SCOTTSDALE FDS | VONV | VNG RUS1000VAL | 92206C714 | $2,091,011 | 27,308 | — |
| AMAZON COM INC | AMZN | COM | 023135106 | $1,986,738 | 10,281 | — |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | $1,940,645 | 29,879 | — | |
| SMITH & NEPHEW PLC | SNN | SPDN ADR NEW | 83175M205 | $1,906,254 | 76,927 | — |
| MICROSOFT CORP | MSFT | COM | 594918104 | $1,900,819 | 4,253 | — |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | SPONSORED ADS | 874039100 | $1,883,865 | 10,839 | — |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $1,820,811 | 3,800 | — | |
| PRICE T ROWE GROUP INC | TROW | COM | 74144T108 | $1,758,917 | 15,254 | — |
| RTX CORPORATION | RTX | COM | 75513E101 | $1,721,568 | 17,149 | — |
Rows:
1–20 of 805
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