OMAHA, NE
Allocation by class
Portfolio Concentration
Top 3 weight
47.1%
Top 10 weight
91.3%
Voting Authority Distribution
Total shares with voting rights: 4.21M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.21M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 202.51K | SH | $101.33M 24.52% | 0.00 | 0.00 | 202.51K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 541.73K | SH | $49.41M 11.96% | 0.00 | 0.00 | 541.73K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 618.97K | SH | $44.10M 10.67% | 0.00 | 0.00 | 618.97K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 301.33K | SH | $38.59M 9.34% | 0.00 | 0.00 | 301.33K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 337.76K | SH | $32.59M 7.89% | 0.00 | 0.00 | 337.76K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 215.99K | SH | $26.95M 6.52% | 0.00 | 0.00 | 215.99K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 260.13K | SH | $23.20M 5.61% | 0.00 | 0.00 | 260.13K |
STURM RUGER & CO INCSOLE | COM | 610K | SH | $23.09M 5.59% | 0.00 | 0.00 | 610K |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 549.35K | SH | $20.19M 4.89% | 0.00 | 0.00 | 549.35K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 175.22K | SH | $18.06M 4.37% | 0.00 | 0.00 | 175.22K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 22.00 | SH | $16.47M 3.99% | 0.00 | 0.00 | 22.00 |
PLAINS GP HLDGS L PSOLE | LTD PARTNR INT A | 255K | SH | $6.19M 1.50% | 0.00 | 0.00 | 255K |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 83.90K | SH | $4.23M 1.02% | 0.00 | 0.00 | 83.90K |
WELLS FARGO & COSOLE | PERP PFD CNV A | 1.88K | SH | $2.18M 0.53% | 0.00 | 0.00 | 1.88K |
TC ENERGY CORPSOLE | COM | 27K | SH | $1.79M 0.43% | 0.00 | 0.00 | 27K |
APPLE INCSOLE | COM | 4.97K | SH | $1.44M 0.35% | 0.00 | 0.00 | 4.97K |
ISHARES TRSOLE | CORE MSCI EAFE | 12.48K | SH | $1.21M 0.29% | 0.00 | 0.00 | 12.48K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 4.34K | SH | $1.03M 0.25% | 0.00 | 0.00 | 4.34K |
BANK OF AMER CORPSOLE | 7.25%CNV PFD L | 466.00 | SH | $584.0K 0.14% | 0.00 | 0.00 | 466.00 |
UNION PAC CORPSOLE | COM | 1.26K | SH | $344.1K 0.08% | 0.00 | 0.00 | 1.26K |
BLACKSTONE INCSOLE | COM | 2.74K | SH | $322.5K 0.08% | 0.00 | 0.00 | 2.74K |