Filing: 0001874146-25-000005
Total Filing Value
$164.90MIssuer | Symbol | Class | CUSIP | Value | Shares | Put/Call |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | 921943858 | $23,748,081 | 467,206 | — |
| VANGUARD INDEX FDS | VTV | VALUE ETF | 922908744 | $19,377,616 | 112,178 | — |
| SCHWAB STRATEGIC TR | SCHZ | US AGGREGATE B | 808524839 | $19,255,340 | 831,405 | — |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | 922908736 | $18,696,374 | 50,419 | — |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | 922907746 | $12,515,355 | 252,224 | — |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | 92203J407 | $12,088,125 | 247,606 | — |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | 922042858 | $8,009,029 | 176,956 | — |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | 808524805 | $6,127,310 | 309,773 | — |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | 921909768 | $6,041,150 | 97,281 | — |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | 922908769 | $5,971,174 | 21,726 | — |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | 922908512 | $5,326,717 | 33,180 | — |
| VANGUARD INDEX FDS | VOT | MCAP GR IDXVIP | 922908538 | $5,175,359 | 21,155 | — |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | 922908611 | $4,807,923 | 25,809 | — |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | 922908595 | $4,549,971 | 18,072 | — |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | 921937835 | $2,798,151 | 38,096 | — |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | 808524300 | $1,816,477 | 72,543 | — |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | 808524201 | $1,268,231 | 57,438 | — |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | 921908844 | $1,171,682 | 6,040 | — |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | CL A | 084670108 | $798,442 | 1 | — |
| ISHARES TR | IVV | CORE S&P500 ETF | 464287200 | $770,365 | 1,371 | — |
Rows:
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