SAN RAFAEL, CA
Allocation by class
Portfolio Concentration
Top 3 weight
17.6%
Top 10 weight
43.5%
Voting Authority Distribution
Total shares with voting rights: 5.58M
Full voting authority
5.49M
shares
Joint voting authority
0.00
shares
No voting authority
89.68K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 71.63K | SH | $34.32M 6.31% | 71.09K | 0.00 | 539.00 |
ALPHABET INCSOLE | CAP STK CL A | 109.55K | SH | $31.50M 5.79% | 108.31K | 0.00 | 1.24K |
APPLE INCSOLE | COM | 117.03K | SH | $29.70M 5.46% | 115.15K | 0.00 | 1.88K |
MICROSOFT CORPSOLE | COM | 69.84K | SH | $25.85M 4.75% | 68.69K | 0.00 | 1.15K |
EXXON MOBIL CORPSOLE | COM | 128.59K | SH | $21.82M 4.01% | 127.23K | 0.00 | 1.36K |
BANK AMERICA CORPSOLE | COM | 427.69K | SH | $20.85M 3.83% | 424.47K | 0.00 | 3.22K |
PROGRESSIVE CORPSOLE | COM | 101.42K | SH | $20.11M 3.70% | 100.61K | 0.00 | 814.00 |
SIMPLIFY EXCHANGE TRADED FUNSOLE | MBS ETF | 379.51K | SH | $18.77M 3.45% | 368.14K | 0.00 | 11.37K |
JACOBS SOLUTIONS INCSOLE | COM | 137.77K | SH | $17.54M 3.22% | 136.82K | 0.00 | 949.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 448.33K | SH | $16.48M 3.03% | 444K | 0.00 | 4.32K |
BURKE HERBERT FINL SVCS CORPSOLE | COM | 258.08K | SH | $16.08M 2.95% | 258.08K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 8.15K | SH | $15.60M 2.87% | 8.09K | 0.00 | 57.00 |
BERKLEY W R CORPSOLE | COM | 232.91K | SH | $15.44M 2.84% | 231.25K | 0.00 | 1.65K |
AMAZON COM INCSOLE | COM | 74.01K | SH | $15.41M 2.83% | 72.80K | 0.00 | 1.20K |
HUBBELL INCSOLE | COM | 30.79K | SH | $15.11M 2.78% | 30.56K | 0.00 | 233.00 |
WATERS CORPSOLE | COM | 46.97K | SH | $13.99M 2.57% | 46.63K | 0.00 | 345.00 |
VERISIGN INCSOLE | COM | 55.87K | SH | $13.88M 2.55% | 55.44K | 0.00 | 427.00 |
VALERO ENERGY CORPSOLE | COM | 55.02K | SH | $13.59M 2.50% | 54.58K | 0.00 | 436.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 296.68K | SH | $13.39M 2.46% | 286.75K | 0.00 | 9.92K |
ZOETIS INCSOLE | CL A | 111.83K | SH | $13.22M 2.43% | 110.98K | 0.00 | 856.00 |
BROADCOM INCSOLE | COM | 42.70K | SH | $13.22M 2.43% | 42.15K | 0.00 | 554.00 |
ADOBE INCSOLE | COM | 53.89K | SH | $13.10M 2.41% | 53.48K | 0.00 | 414.00 |
CAPITAL ONE FINL CORPSOLE | COM | 70.98K | SH | $12.95M 2.38% | 70.37K | 0.00 | 617.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 52.13K | SH | $10.34M 1.90% | 51.78K | 0.00 | 348.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 264.02K | SH | $10.29M 1.89% | 255.04K | 0.00 | 8.98K |