BEVERLY HILLS, CA
Allocation by class
Portfolio Concentration
Top 3 weight
30.6%
Top 10 weight
56.9%
Voting Authority Distribution
Total shares with voting rights: 11.41M
Full voting authority
11.41M
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 DEL CL B NEWSOLE | Stock | 237.68K | SH | $113.89M 11.44% | 237.68K | 0.00 | 0.00 |
ISHARES 0-3 MONTH TREASURY BOND ETFSOLE | ETF | 1.07M | SH | $107.51M 10.80% | 1.07M | 0.00 | 0.00 |
AGNICO EAGLE MINES LTD COMSOLE | Stock | 411.09K | SH | $83.44M 8.38% | 411.09K | 0.00 | 0.00 |
STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETFSOLE | ETF | 1.38M | SH | $54.82M 5.51% | 1.38M | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 166.30K | SH | $47.82M 4.80% | 166.30K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 159.35K | SH | $38.95M 3.91% | 159.35K | 0.00 | 0.00 |
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 331.89K | SH | $36.17M 3.63% | 331.89K | 0.00 | 0.00 |
FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUNDSOLE | ETF | 1.36M | SH | $32.85M 3.30% | 1.36M | 0.00 | 0.00 |
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD ANSOLE | CEF | 573.84K | SH | $27.38M 2.75% | 573.84K | 0.00 | 0.00 |
NEWMONT CORP COMSOLE | Stock | 222.90K | SH | $24.13M 2.42% | 222.90K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 78.20K | SH | $23.63M 2.37% | 78.20K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Stock | 40.50K | SH | $23.17M 2.33% | 40.50K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 57.71K | SH | $21.36M 2.15% | 57.71K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | Stock | 125.80K | SH | $21.34M 2.14% | 125.80K | 0.00 | 0.00 |
MERCK & CO INC COMSOLE | Stock | 171.47K | SH | $20.63M 2.07% | 171.47K | 0.00 | 0.00 |
UNILEVER PLC SPON ADR NEWSOLE | ADR | 331.89K | SH | $18.91M 1.90% | 331.89K | 0.00 | 0.00 |
CHEVRON CORPORATION COMSOLE | Stock | 82.90K | SH | $17.15M 1.72% | 82.90K | 0.00 | 0.00 |
PFIZER INC COMSOLE | Stock | 610.60K | SH | $17.15M 1.72% | 610.60K | 0.00 | 0.00 |
COMCAST CORP NEW CL ASOLE | Stock | 589.85K | SH | $16.93M 1.70% | 589.84K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 80.70K | SH | $16.81M 1.69% | 80.70K | 0.00 | 0.00 |
CONOCOPHILLIPS COMSOLE | Stock | 120.55K | SH | $15.91M 1.60% | 120.55K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL ASOLE | Stock | 20.00 | SH | $14.36M 1.44% | 20.00 | 0.00 | 0.00 |
MARKEL GROUP INC COMSOLE | Stock | 6.96K | SH | $13.31M 1.34% | 6.96K | 0.00 | 0.00 |
BARRICK MNG CORPSOLE | Stock | 319.03K | SH | $13.01M 1.31% | 319.03K | 0.00 | 0.00 |
ALAMOS GOLD INC COM CL ASOLE | Stock | 210.38K | SH | $9.35M 0.94% | 210.38K | 0.00 | 0.00 |