EXCELSIOR, MN
Allocation by class
Portfolio Concentration
Top 3 weight
54.4%
Top 10 weight
82.0%
Voting Authority Distribution
Total shares with voting rights: 1.10M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.10M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | COM - Class B | 122.30K | SH | $58.60M 30.53% | 0.00 | 0.00 | 122.30K |
VANGUARD INDEX FDSSOLE | COM | 40.57K | SH | $24.24M 12.63% | 0.00 | 0.00 | 40.57K |
VANGUARD INTL EQUITY INDEX FSOLE | COM | 155.81K | SH | $21.55M 11.23% | 0.00 | 0.00 | 155.81K |
VANGUARD INDEX FDSSOLE | COM | 43K | SH | $13.79M 7.19% | 0.00 | 0.00 | 43K |
VANGUARD STAR FDSSOLE | COM | 140.73K | SH | $10.85M 5.65% | 0.00 | 0.00 | 140.73K |
VANGUARD BD INDEX FDSSOLE | COM | 123.41K | SH | $9.09M 4.73% | 0.00 | 0.00 | 123.41K |
AMERICAN CENTY ETF TRSOLE | COM | 64.83K | SH | $5.71M 2.97% | 0.00 | 0.00 | 64.83K |
BERKSHIRE HATHAWAY INC DELSOLE | COM - Class A | 7.00 | SH | $5.03M 2.62% | 0.00 | 0.00 | 7.00 |
VANGUARD SPECIALIZED FUNDSSOLE | COM | 19.64K | SH | $4.22M 2.20% | 0.00 | 0.00 | 19.64K |
ISHARES TRSOLE | COM | 6.46K | SH | $4.22M 2.20% | 0.00 | 0.00 | 6.46K |
DIMENSIONAL ETF TRUSTSOLE | COM | 83.72K | SH | $4.06M 2.11% | 0.00 | 0.00 | 83.72K |
DIMENSIONAL ETF TRUSTSOLE | COM | 93.97K | SH | $3.65M 1.90% | 0.00 | 0.00 | 93.97K |
VANGUARD SCOTTSDALE FDSSOLE | COM | 39.04K | SH | $3.09M 1.61% | 0.00 | 0.00 | 39.04K |
APPLE INCSOLE | COM | 11.75K | SH | $2.98M 1.55% | 0.00 | 0.00 | 11.75K |
ALPHABET INCSOLE | COM - Class C | 9.34K | SH | $2.68M 1.40% | 0.00 | 0.00 | 9.34K |
STATE STR SPDR S&P MIDCAP 40SOLE | COM | 3.74K | SH | $2.31M 1.21% | 0.00 | 0.00 | 3.74K |
MASTERCARD INCORPORATEDSOLE | COM | 3.22K | SH | $1.61M 0.84% | 0.00 | 0.00 | 3.22K |
MICROSOFT CORPSOLE | COM | 3.78K | SH | $1.40M 0.73% | 0.00 | 0.00 | 3.78K |
ISHARES TRSOLE | COM | 13.79K | SH | $1.39M 0.72% | 0.00 | 0.00 | 13.79K |
VISA INCSOLE | COM | 4.56K | SH | $1.38M 0.72% | 0.00 | 0.00 | 4.56K |
DIMENSIONAL ETF TRUSTSOLE | COM | 35.70K | SH | $1.21M 0.63% | 0.00 | 0.00 | 35.70K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 1.16K | SH | $1.15M 0.60% | 0.00 | 0.00 | 1.16K |
RBB FUND TRUSTSOLE | COM | 20.90K | SH | $982.4K 0.51% | 0.00 | 0.00 | 20.90K |
STATE STR SPDR S&P 500 ETF TSOLE | COM | 1.19K | SH | $778.5K 0.41% | 0.00 | 0.00 | 1.19K |
DIMENSIONAL ETF TRUSTSOLE | COM | 9.12K | SH | $646.3K 0.34% | 0.00 | 0.00 | 9.12K |