PORTSMOUTH, NH
Allocation by class
Portfolio Concentration
Top 3 weight
39.5%
Top 10 weight
58.9%
Voting Authority Distribution
Total shares with voting rights: 1.70M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.70M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 71.44K | SH | $34.70M 19.96% | 0.00 | 0.00 | 71.44K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 25.00 | SH | $18.22M 10.48% | 0.00 | 0.00 | 25.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 122.31K | SH | $15.72M 9.04% | 0.00 | 0.00 | 122.31K |
SPDR GOLD TRSOLE | GOLD SHS | 29.80K | SH | $9.09M 5.22% | 0.00 | 0.00 | 29.80K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 10.78K | SH | $6.68M 3.84% | 0.00 | 0.00 | 10.78K |
FIRST TR EXCHANGE-TRADED FDSOLE | SENIOR LN FD | 100.98K | SH | $4.63M 2.66% | 0.00 | 0.00 | 100.98K |
VANGUARD WORLD FDSOLE | UTILITIES ETF | 22.37K | SH | $3.95M 2.27% | 0.00 | 0.00 | 22.37K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 42.74K | SH | $3.50M 2.01% | 0.00 | 0.00 | 42.74K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 8.63K | SH | $3.03M 1.74% | 0.00 | 0.00 | 8.63K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 43.74K | SH | $2.94M 1.69% | 0.00 | 0.00 | 43.74K |
ISHARES TRSOLE | CORE MSCI EAFE | 33.39K | SH | $2.79M 1.60% | 0.00 | 0.00 | 33.39K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P600 | 60.37K | SH | $2.57M 1.48% | 0.00 | 0.00 | 60.37K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 26.67K | SH | $2.50M 1.44% | 0.00 | 0.00 | 26.67K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 56.12K | SH | $2.39M 1.37% | 0.00 | 0.00 | 56.12K |
COLUMBIA ETF TR IISOLE | INDIA CONSMR ETF | 32.76K | SH | $2.13M 1.22% | 0.00 | 0.00 | 32.76K |
FIRST TR EXCHANGE-TRADED FDSOLE | SMID RISNG ETF | 59.37K | SH | $2.09M 1.20% | 0.00 | 0.00 | 59.37K |
FIRST TR EXCHANGE TRADED FDSOLE | NASDAQ CYB ETF | 24K | SH | $1.81M 1.04% | 0.00 | 0.00 | 24K |
FRANKLIN TEMPLETON ETF TRSOLE | FRANKLIN INDIA | 45.51K | SH | $1.81M 1.04% | 0.00 | 0.00 | 45.51K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.16K | SH | $1.75M 1.00% | 0.00 | 0.00 | 3.16K |
PAR TECHNOLOGY CORPSOLE | COM | 24.36K | SH | $1.69M 0.97% | 0.00 | 0.00 | 24.36K |
ISHARES TRSOLE | FLTG RATE NT ETF | 32.37K | SH | $1.65M 0.95% | 0.00 | 0.00 | 32.37K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 32.80K | SH | $1.62M 0.93% | 0.00 | 0.00 | 32.80K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 14.55K | SH | $1.59M 0.91% | 0.00 | 0.00 | 14.55K |
T ROWE PRICE ETF INCSOLE | US EQUITY RESEAR | 39.30K | SH | $1.53M 0.88% | 0.00 | 0.00 | 39.30K |
ISHARES TRSOLE | MSCI USA QLT FCT | 8.07K | SH | $1.47M 0.85% | 0.00 | 0.00 | 8.07K |