CINCINNATI, OH
Allocation by class
Portfolio Concentration
Top 3 weight
60.1%
Top 10 weight
87.3%
Voting Authority Distribution
Total shares with voting rights: 947.27K
Full voting authority
947.27K
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 159.57K | SH | $76.47M 32.73% | 159.57K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 147.10K | SH | $35.96M 15.39% | 147.10K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 97.92K | SH | $28.09M 12.02% | 97.92K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 24.56K | SH | $14.05M 6.01% | 24.56K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 54.59K | SH | $13.86M 5.93% | 54.59K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 32.09K | SH | $10.54M 4.51% | 32.09K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 45.26K | SH | $7.48M 3.20% | 45.26K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 23.79K | SH | $6.84M 2.93% | 23.79K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 6.52K | SH | $6.50M 2.78% | 6.52K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 29.83K | SH | $4.31M 1.84% | 29.83K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 5.90K | SH | $2.10M 0.90% | 5.90K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 9.25K | SH | $1.93M 0.82% | 9.25K | 0.00 | 0.00 |
ISHARES TRSOLE | FUTURE AI & TECH | 40.92K | SH | $1.90M 0.81% | 40.92K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 7.66K | SH | $1.47M 0.63% | 7.66K | 0.00 | 0.00 |
BAIDU INCSOLE | SPON ADR REP A | 12.81K | SH | $1.43M 0.61% | 12.81K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | SHARES REPRESENT | 28.50K | SH | $1.33M 0.57% | 28.50K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 6.87K | SH | $1.32M 0.56% | 6.87K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 1.97K | SH | $1.28M 0.55% | 1.97K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 6.32K | SH | $1.24M 0.53% | 6.32K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 3.91K | SH | $1.15M 0.49% | 3.91K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 4.41K | SH | $1.07M 0.46% | 4.41K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 3.68K | SH | $1.06M 0.45% | 3.68K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 14.69K | SH | $969.1K 0.41% | 14.69K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 15.68K | SH | $950.7K 0.41% | 15.68K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 6.18K | SH | $768.6K 0.33% | 6.18K | 0.00 | 0.00 |