WILMINGTON, NC
Allocation by class
Portfolio Concentration
Top 3 weight
9.9%
Top 10 weight
26.3%
Voting Authority Distribution
Total shares with voting rights: 9.82M
Full voting authority
9.82M
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 |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 65.39K | SH | $31.33M 4.37% | 65.39K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 214.69K | SH | $20.18M 2.81% | 214.69K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 76.83K | SH | $19.50M 2.72% | 76.83K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 402.31K | SH | $18.15M 2.53% | 402.31K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 369.64K | SH | $18.02M 2.51% | 369.64K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 59.52K | SH | $17.08M 2.38% | 59.52K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 34.94K | SH | $16.53M 2.30% | 34.94K | 0.00 | 0.00 |
DOLLAR TREE INCSOLE | COM | 149.18K | SH | $16.34M 2.28% | 149.18K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 42.52K | SH | $15.74M 2.19% | 42.52K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 53.76K | SH | $15.46M 2.16% | 53.76K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 65.39K | SH | $15.45M 2.15% | 65.39K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 50.84K | SH | $14.96M 2.08% | 50.84K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 68.11K | SH | $14.09M 1.96% | 68.11K | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 123.03K | SH | $13.32M 1.86% | 123.03K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 320.72K | SH | $12.98M 1.81% | 320.72K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 377.83K | SH | $12.84M 1.79% | 377.83K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 63.24K | SH | $12.20M 1.70% | 63.24K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 6.17K | SH | $11.80M 1.65% | 6.17K | 0.00 | 0.00 |
NOVARTIS AGSOLE | SPONSORED ADR | 75.34K | SH | $11.51M 1.60% | 75.34K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 142.96K | SH | $11.09M 1.55% | 142.96K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 64.41K | SH | $10.29M 1.43% | 64.41K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 45.03K | SH | $10.18M 1.42% | 45.03K | 0.00 | 0.00 |
SLB LIMITEDSOLE | COM STK | 197.42K | SH | $10.15M 1.41% | 197.42K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 31.30K | SH | $9.96M 1.39% | 31.30K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 19.62K | SH | $9.80M 1.37% | 19.62K | 0.00 | 0.00 |