OMAHA, NE
Allocation by class
Portfolio Concentration
Top 3 weight
48.1%
Top 10 weight
90.8%
Voting Authority Distribution
Total shares with voting rights: 4M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 202.87K | SH | $97.21M 25.90% | 0.00 | 0.00 | 202.87K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 532.17K | SH | $42.90M 11.43% | 0.00 | 0.00 | 532.17K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 631.97K | SH | $40.50M 10.79% | 0.00 | 0.00 | 631.97K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 310.30K | SH | $34.50M 9.19% | 0.00 | 0.00 | 310.30K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 336.70K | SH | $27.13M 7.23% | 0.00 | 0.00 | 336.70K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 206.41K | SH | $22.80M 6.07% | 0.00 | 0.00 | 206.41K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 256.29K | SH | $21.74M 5.79% | 0.00 | 0.00 | 256.29K |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 553.28K | SH | $20.94M 5.58% | 0.00 | 0.00 | 553.28K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 171.92K | SH | $17.17M 4.57% | 0.00 | 0.00 | 171.92K |
STURM RUGER & CO INCSOLE | COM | 397K | SH | $15.92M 4.24% | 0.00 | 0.00 | 397K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 22.00 | SH | $15.80M 4.21% | 0.00 | 0.00 | 22.00 |
PLAINS GP HLDGS L PSOLE | LTD PARTNR INT A | 255K | SH | $6.19M 1.65% | 0.00 | 0.00 | 255K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 90.10K | SH | $4.11M 1.10% | 0.00 | 0.00 | 90.10K |
WELLS FARGO & COSOLE | PERP PFD CNV A | 1.85K | SH | $2.14M 0.57% | 0.00 | 0.00 | 1.85K |
TC ENERGY CORPSOLE | COM | 27K | SH | $1.69M 0.45% | 0.00 | 0.00 | 27K |
APPLE INCSOLE | COM | 5.59K | SH | $1.42M 0.38% | 0.00 | 0.00 | 5.59K |
ISHARES TRSOLE | CORE MSCI EAFE | 12.46K | SH | $1.13M 0.30% | 0.00 | 0.00 | 12.46K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 4.42K | SH | $949.8K 0.25% | 0.00 | 0.00 | 4.42K |
BANK AMERICA CORPSOLE | 7.25%CNV PFD L | 461.00 | SH | $549.2K 0.15% | 0.00 | 0.00 | 461.00 |
BLACKSTONE INCSOLE | COM | 2.79K | SH | $320.3K 0.09% | 0.00 | 0.00 | 2.79K |
UNION PAC CORPSOLE | COM | 1.26K | SH | $306.9K 0.08% | 0.00 | 0.00 | 1.26K |