Filing: 0001703556-25-000002
Total Filing Value
$207.36MIssuer | Symbol | Class | CUSIP | Value | Shares | Put/Call |
|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $22,169,693 | 48,909 | — | |
| ISHARES TR | SHV | SHORT TREAS BD | 464288679 | $7,251,659 | 65,858 | — |
| ALPHABET INC | GOOGL | CAP STK CL A | 02079K305 | $4,847,004 | 25,605 | — |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $3,962,910 | 7,355 | — | |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | 922042742 | $3,540,164 | 30,134 | — |
| MARKEL GROUP INC | MKL | COM | 570535104 | $3,397,671 | 1,968 | — |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | 92206C102 | $2,919,589 | 50,182 | — |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | 921937827 | $2,916,333 | 37,742 | — |
| VANGUARD INDEX FDS | VO | MID CAP ETF | 922908629 | $2,531,761 | 9,585 | — |
| ALPHABET INC | GOOG | CAP STK CL C | 02079K107 | $2,521,899 | 13,242 | — |
| ISHARES TR | SGOV | 0-3 MNTH TREASRY | 46436E718 | $2,458,309 | 24,505 | — |
| MEDTRONIC PLC | MDT | SHS | G5960L103 | $2,237,180 | 28,007 | — |
| VANGUARD SCOTTSDALE FDS | VONV | VNG RUS1000VAL | 92206C714 | $2,132,378 | 26,245 | — |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | 922908751 | $2,082,799 | 8,668 | — |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | $1,998,920 | 28,556 | — | |
| QUALCOMM INC | QCOM | COM | 747525103 | $1,975,300 | 12,858 | — |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $1,912,218 | 3,740 | — | |
| SMITH & NEPHEW PLC | SNN | SPDN ADR NEW | 83175M205 | $1,867,563 | 75,979 | — |
| BRISTOL-MYERS SQUIBB CO | BMY | COM | 110122108 | $1,839,872 | 32,530 | — |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | SPONSORED ADS | 874039100 | $1,795,594 | 9,092 | — |
Rows:
1–20 of 717
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