NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
23.7%
Top 10 weight
35.6%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Trust S&PSOLE | COM | 71.93K | SH | $44.66M 11.30% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL ASOLE | Common Stock | 48.00 | SH | $34.47M 8.72% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Common Stock | 50.06K | SH | $14.36M 3.63% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Common Stock | 25.30K | SH | $9.36M 2.37% | 0.00 | 0.00 | 0.00 |
APPLE INC COMSOLE | Common Stock | 34.60K | SH | $8.78M 2.22% | 0.00 | 0.00 | 0.00 |
AMERICAN BALANCED FUND CLASS F2SOLE | Mutual Fund | 184.53K | SH | $6.81M 1.72% | 0.00 | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Common Stock | 27.92K | SH | $5.82M 1.47% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Common Stock | 11.83K | SH | $5.67M 1.43% | 0.00 | 0.00 | 0.00 |
Amazon Com IncSOLE | COM | 25.41K | SH | $5.57M 1.41% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDS VANGUARD VALUE ETFSOLE | Common Stock | 27.07K | SH | $5.31M 1.34% | 0.00 | 0.00 | 0.00 |
T. ROWE PRICE CAPITAL APPRECIATION FUND CLASS ISOLE | Mutual Fund | 153.19K | SH | $5.30M 1.34% | 0.00 | 0.00 | 0.00 |
AMERICAN CAPITAL INCOME BUILDER FUND CLASS F2SOLE | Mutual Fund | 66.91K | SH | $5.19M 1.31% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Common Stock | 8.94K | SH | $5.11M 1.29% | 0.00 | 0.00 | 0.00 |
AMERICAN GROWTH FUND OF AMERICA CLASS F2SOLE | Mutual Fund | 67.91K | SH | $5.00M 1.27% | 0.00 | 0.00 | 0.00 |
Apple, Inc.SOLE | COM | 23.56K | SH | $4.83M 1.22% | 0.00 | 0.00 | 0.00 |
Brown & Brown IncSOLE | COM | 42.05K | SH | $4.66M 1.18% | 0.00 | 0.00 | 0.00 |
AMERICAN INCOME FUND OF AMERICA CLASS F2SOLE | Mutual Fund | 165K | SH | $4.40M 1.11% | 0.00 | 0.00 | 0.00 |
AMERICAN INVESTMENT COMPANY OF AMERICA FUND CLASS F3SOLE | Mutual Fund | 69.89K | SH | $4.15M 1.05% | 0.00 | 0.00 | 0.00 |
Invesco S&P 500 Equal Weight ETFSOLE | COM | 21.64K | SH | $3.93M 1.00% | 0.00 | 0.00 | 0.00 |
DREYFUS GENERAL MONEY MARKET FUND WEALTH CLASSSOLE | Mutual Fund | 3.90M | SH | $3.90M 0.99% | 0.00 | 0.00 | 0.00 |
STATE STR SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1SOLE | Common Stock | 8.11K | SH | $3.76M 0.95% | 0.00 | 0.00 | 0.00 |
AMERICAN INVESTMENT COMPANY OF AMERICA FUND CLASS F2SOLE | Mutual Fund | 62.99K | SH | $3.74M 0.95% | 0.00 | 0.00 | 0.00 |
Berkshire Hathaway Inc BSOLE | COM | 7.53K | SH | $3.66M 0.93% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDS VANGUARD GROWTH ETFSOLE | Common Stock | 8.36K | SH | $3.65M 0.92% | 0.00 | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 6.69K | SH | $3.33M 0.84% | 0.00 | 0.00 | 0.00 |