SEATTLE, WA
Allocation by class
Portfolio Concentration
Top 3 weight
37.4%
Top 10 weight
70.0%
Voting Authority Distribution
Total shares with voting rights: 1.44M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.44M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 78.83K | SH | $39.45M 21.43% | 0.00 | 0.00 | 78.83K |
SPDR SERIES TRUSTSOLE | ST STR PR SP1500 | 168.56K | SH | $15.30M 8.31% | 0.00 | 0.00 | 168.56K |
APPLE INCSOLE | COM | 48.88K | SH | $14.14M 7.68% | 0.00 | 0.00 | 48.88K |
MICROSOFT CORPSOLE | COM | 33.35K | SH | $12.44M 6.76% | 0.00 | 0.00 | 33.35K |
ALPHABET INCSOLE | CAP STK CL A | 27.81K | SH | $9.94M 5.40% | 0.00 | 0.00 | 27.81K |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 232.35K | SH | $9.90M 5.38% | 0.00 | 0.00 | 232.35K |
LOEWS CORPSOLE | COM | 77.96K | SH | $8.83M 4.79% | 0.00 | 0.00 | 77.96K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 28.55K | SH | $6.94M 3.77% | 0.00 | 0.00 | 28.55K |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 120.51K | SH | $6.07M 3.30% | 0.00 | 0.00 | 120.51K |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 153.10K | SH | $5.85M 3.18% | 0.00 | 0.00 | 153.10K |
GENERAL MTRS COSOLE | COM | 71.31K | SH | $5.50M 2.99% | 0.00 | 0.00 | 71.31K |
MARKEL GROUP INCSOLE | COM | 2.71K | SH | $5.29M 2.88% | 0.00 | 0.00 | 2.71K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 2.50K | SH | $4.97M 2.70% | 0.00 | 0.00 | 2.50K |
SPDR INDEX SHS FDSSOLE | ST PORT MARK ETF | 93.63K | SH | $4.85M 2.63% | 0.00 | 0.00 | 93.63K |
JEFFERIES FINANCIAL GROUP INSOLE | COM | 92.18K | SH | $4.61M 2.50% | 0.00 | 0.00 | 92.18K |
ALPHABET INCSOLE | CAP STK CL C | 9.80K | SH | $3.46M 1.88% | 0.00 | 0.00 | 9.80K |
EXXON MOBIL CORPSOLE | COM | 20.05K | SH | $2.74M 1.49% | 0.00 | 0.00 | 20.05K |
MERCADOLIBRE INCSOLE | COM | 1.15K | SH | $1.96M 1.06% | 0.00 | 0.00 | 1.15K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 13.69K | SH | $1.81M 0.98% | 0.00 | 0.00 | 13.69K |
ADVANCED MICRO DEVICES INCSOLE | COM | 2.74K | SH | $1.59M 0.86% | 0.00 | 0.00 | 2.74K |
YUM BRANDS INCSOLE | COM | 9.92K | SH | $1.59M 0.86% | 0.00 | 0.00 | 9.92K |
ISHARES TRSOLE | CORE S&P500 ETF | 1.98K | SH | $1.48M 0.80% | 0.00 | 0.00 | 1.98K |
BROOKFIELD ASSET MANAGMT LTDSOLE | CL A LMT VTG SHS | 30.91K | SH | $1.39M 0.75% | 0.00 | 0.00 | 30.91K |
GE AEROSPACESOLE | COM NEW | 3.67K | SH | $1.37M 0.74% | 0.00 | 0.00 | 3.67K |
ORACLE CORPSOLE | COM | 8.91K | SH | $1.31M 0.71% | 0.00 | 0.00 | 8.91K |