KEENE, NH
Allocation by class
Portfolio Concentration
Top 3 weight
26.0%
Top 10 weight
45.4%
Voting Authority Distribution
Total shares with voting rights: 1.38M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.38M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN EXPRESS COSOLE | COM | 62.11K | SH | $21.01M 10.80% | 0.00 | 0.00 | 62.11K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 20.00 | SH | $14.98M 7.70% | 0.00 | 0.00 | 20.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 21.23K | SH | $14.58M 7.50% | 0.00 | 0.00 | 21.23K |
APPLE INCSOLE | COM | 25.58K | SH | $7.40M 3.81% | 0.00 | 0.00 | 25.58K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.61K | SH | $5.81M 2.99% | 0.00 | 0.00 | 11.61K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 75.36K | SH | $5.37M 2.76% | 0.00 | 0.00 | 75.36K |
HOME DEPOT INCSOLE | COM | 14.02K | SH | $4.94M 2.54% | 0.00 | 0.00 | 14.02K |
ISHARES TRSOLE | CORE S&P SCP ETF | 32.77K | SH | $4.86M 2.50% | 0.00 | 0.00 | 32.77K |
PROSHARES TRSOLE | GENIUS MONEY MRK | 47.23K | SH | $4.73M 2.43% | 0.00 | 0.00 | 47.23K |
AMERIPRISE FINL INCSOLE | COM | 10.15K | SH | $4.66M 2.39% | 0.00 | 0.00 | 10.15K |
GENERAL DYNAMICS CORPSOLE | COM | 12.25K | SH | $4.34M 2.23% | 0.00 | 0.00 | 12.25K |
GOLDMAN SACHS GROUP INCSOLE | COM | 3.98K | SH | $4.03M 2.07% | 0.00 | 0.00 | 3.98K |
JOHNSON & JOHNSONSOLE | COM | 14.61K | SH | $3.71M 1.91% | 0.00 | 0.00 | 14.61K |
MICROSOFT CORPSOLE | COM | 9.88K | SH | $3.68M 1.89% | 0.00 | 0.00 | 9.88K |
BANK OF AMER CORPSOLE | COM | 56.01K | SH | $3.19M 1.64% | 0.00 | 0.00 | 56.01K |
SPDR INDEX SHS FDSSOLE | ST PORT MARK ETF | 60.62K | SH | $3.14M 1.61% | 0.00 | 0.00 | 60.62K |
AMAZON COM INCSOLE | COM | 12.26K | SH | $2.92M 1.50% | 0.00 | 0.00 | 12.26K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 35.47K | SH | $2.91M 1.50% | 0.00 | 0.00 | 35.47K |
PHILLIPS 66SOLE | COM | 16.13K | SH | $2.73M 1.40% | 0.00 | 0.00 | 16.13K |
ALPHABET INCSOLE | CAP STK CL C | 7.55K | SH | $2.67M 1.37% | 0.00 | 0.00 | 7.55K |
ISHARES TRSOLE | CORE S&P TTL STK | 14.42K | SH | $2.37M 1.22% | 0.00 | 0.00 | 14.42K |
NVIDIA CORPORATIONSOLE | COM | 10.91K | SH | $2.18M 1.12% | 0.00 | 0.00 | 10.91K |
PHILIP MORRIS INTL INCSOLE | COM | 11.61K | SH | $2.10M 1.08% | 0.00 | 0.00 | 11.61K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 72.85K | SH | $1.93M 0.99% | 0.00 | 0.00 | 72.85K |
SPDR SERIES TRUSTSOLE | ST LON TREAS ETF | 73.54K | SH | $1.93M 0.99% | 0.00 | 0.00 | 73.54K |