NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
27.2%
Top 10 weight
53.6%
Voting Authority Distribution
Total shares with voting rights: 6.44M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.44M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 1.11M | SH | $64.44M 10.31% | 0.00 | 0.00 | 1.11M |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 113.14K | SH | $56.61M 9.06% | 0.00 | 0.00 | 113.14K |
PROFESIONALLY MANAGED PORTFOSOLE | AKRE FOCUS ETF | 921.68K | SH | $49.02M 7.84% | 0.00 | 0.00 | 921.68K |
ALPHABET INCSOLE | CAP STK CL C | 111.44K | SH | $39.38M 6.30% | 0.00 | 0.00 | 111.44K |
APPLE INCSOLE | COM | 91.70K | SH | $26.53M 4.24% | 0.00 | 0.00 | 91.70K |
ISHARES GOLD TRSOLE | ISHARES NEW | 346.11K | SH | $26.13M 4.18% | 0.00 | 0.00 | 346.11K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 422.42K | SH | $21.22M 3.39% | 0.00 | 0.00 | 422.42K |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 445.44K | SH | $18.97M 3.03% | 0.00 | 0.00 | 445.44K |
AMERICAN EXPRESS COSOLE | COM | 50.68K | SH | $17.14M 2.74% | 0.00 | 0.00 | 50.68K |
AMAZON COM INCSOLE | COM | 64.46K | SH | $15.36M 2.46% | 0.00 | 0.00 | 64.46K |
JPMORGAN CHASE & COSOLE | COM | 36.91K | SH | $12.08M 1.93% | 0.00 | 0.00 | 36.91K |
META PLATFORMS INCSOLE | CL A | 21.03K | SH | $11.85M 1.90% | 0.00 | 0.00 | 21.03K |
ALPHABET INCSOLE | CAP STK CL A | 25.06K | SH | $8.96M 1.43% | 0.00 | 0.00 | 25.06K |
TIDAL TRUST ISOLE | GOTH 1000 VA ETF | 317.78K | SH | $8.39M 1.34% | 0.00 | 0.00 | 317.78K |
T ROWE PRICE EXCHANGE-TRADEDSOLE | CAP APPRECIATION | 194.25K | SH | $7.98M 1.28% | 0.00 | 0.00 | 194.25K |
MICROSOFT CORPSOLE | COM | 19.35K | SH | $7.22M 1.15% | 0.00 | 0.00 | 19.35K |
UNITEDHEALTH GROUP INCSOLE | COM | 17.14K | SH | $7.12M 1.14% | 0.00 | 0.00 | 17.14K |
EXXON MOBIL CORPSOLE | COM | 47.74K | SH | $6.53M 1.04% | 0.00 | 0.00 | 47.74K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 26.48K | SH | $6.44M 1.03% | 0.00 | 0.00 | 26.48K |
MARKEL GROUP INCSOLE | COM | 3.17K | SH | $6.20M 0.99% | 0.00 | 0.00 | 3.17K |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 15.31K | SH | $5.92M 0.95% | 0.00 | 0.00 | 15.31K |
SPDR SERIES TRUSTSOLE | ST NUVE HIGH ETF | 192.20K | SH | $4.89M 0.78% | 0.00 | 0.00 | 192.20K |
MICRON TECHNOLOGY INCSOLE | COM | 4.17K | SH | $4.82M 0.77% | 0.00 | 0.00 | 4.17K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 21.11K | SH | $4.60M 0.74% | 0.00 | 0.00 | 21.11K |
AB ACTIVE ETFS INCSOLE | NEW YO INTER ETF | 174.16K | SH | $4.38M 0.70% | 0.00 | 0.00 | 174.16K |