AUSTIN, TX
Allocation by class
Portfolio Concentration
Top 3 weight
80.4%
Top 10 weight
96.7%
Voting Authority Distribution
Total shares with voting rights: 1.49M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.49M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 337.85K | SH | $108.39M 47.35% | 0.00 | 0.00 | 337.85K |
ISHARES GOLD TRSOLE | ISHARES NEW | 528.84K | SH | $46.62M 20.37% | 0.00 | 0.00 | 528.84K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 376.11K | SH | $29.00M 12.67% | 0.00 | 0.00 | 376.11K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 41.02K | SH | $24.51M 10.71% | 0.00 | 0.00 | 41.02K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.06K | SH | $2.90M 1.27% | 0.00 | 0.00 | 6.06K |
RAYMOND JAMES FINL INCSOLE | COM | 19.11K | SH | $2.77M 1.21% | 0.00 | 0.00 | 19.11K |
EXXON MOBIL CORPSOLE | COM | 12.98K | SH | $2.20M 0.96% | 0.00 | 0.00 | 12.98K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 7.38K | SH | $1.90M 0.83% | 0.00 | 0.00 | 7.38K |
ISHARES GOLD TRSOLE | SHARES REPRESENT | 32.93K | SH | $1.54M 0.67% | 0.00 | 0.00 | 32.93K |
AMAZON COM INCSOLE | COM | 6.78K | SH | $1.41M 0.62% | 0.00 | 0.00 | 6.78K |
ENERGY TRANSFER L PSOLE | COM UT LTD PTN | 54.90K | SH | $1.06M 0.46% | 0.00 | 0.00 | 54.90K |
MICROSOFT CORPSOLE | COM | 2.63K | SH | $974.1K 0.43% | 0.00 | 0.00 | 2.63K |
SPDR GOLD TRSOLE | GOLD SHS | 1.48K | SH | $635.5K 0.28% | 0.00 | 0.00 | 1.48K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 24.56K | SH | $629.7K 0.28% | 0.00 | 0.00 | 24.56K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 11.86K | SH | $580.1K 0.25% | 0.00 | 0.00 | 11.86K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 6.01K | SH | $566.4K 0.25% | 0.00 | 0.00 | 6.01K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 5.97K | SH | $448.3K 0.20% | 0.00 | 0.00 | 5.97K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 4.98K | SH | $440.5K 0.19% | 0.00 | 0.00 | 4.98K |
JOHNSON & JOHNSONSOLE | COM | 1.51K | SH | $368.1K 0.16% | 0.00 | 0.00 | 1.51K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 1.47K | SH | $298.3K 0.13% | 0.00 | 0.00 | 1.47K |
RTX CORPORATIONSOLE | COM | 1.53K | SH | $294.8K 0.13% | 0.00 | 0.00 | 1.53K |
GILEAD SCIENCES INCSOLE | COM | 2K | SH | $278.7K 0.12% | 0.00 | 0.00 | 2K |
APPLE INCSOLE | COM | 1.01K | SH | $256.1K 0.11% | 0.00 | 0.00 | 1.01K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 2.61K | SH | $215.0K 0.09% | 0.00 | 0.00 | 2.61K |
CHEVRON CORPORATIONSOLE | COM | 1.02K | SH | $211.7K 0.09% | 0.00 | 0.00 | 1.02K |