NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
33.3%
Top 10 weight
57.1%
Voting Authority Distribution
Total shares with voting rights: 6.13M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.13M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 235.98K | SH | $118.08M 15.20% | 0.00 | 0.00 | 235.98K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 242.96K | SH | $89.91M 11.57% | 0.00 | 0.00 | 242.96K |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 557.60K | SH | $51.10M 6.58% | 0.00 | 0.00 | 557.60K |
APPLE INCSOLE | COM | 149.67K | SH | $43.31M 5.57% | 0.00 | 0.00 | 149.67K |
ALPHABET INCSOLE | CAP STK CL C | 105.46K | SH | $37.26M 4.80% | 0.00 | 0.00 | 105.46K |
ALPHABET INCSOLE | CAP STK CL A | 72.41K | SH | $25.88M 3.33% | 0.00 | 0.00 | 72.41K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 34.08K | SH | $23.41M 3.01% | 0.00 | 0.00 | 34.08K |
AMAZON COM INCSOLE | COM | 87.30K | SH | $20.81M 2.68% | 0.00 | 0.00 | 87.30K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 21.75K | SH | $20.34M 2.62% | 0.00 | 0.00 | 21.75K |
META PLATFORMS INCSOLE | CL A | 24.46K | SH | $13.78M 1.77% | 0.00 | 0.00 | 24.46K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 61.84K | SH | $13.48M 1.73% | 0.00 | 0.00 | 61.84K |
ISHARES TRSOLE | IBONDS DEC2026 | 550.12K | PRN | $13.33M 1.72% | 0.00 | 0.00 | 550.12K |
ARCH CAP GROUP LTDSOLE | ORD | 135.25K | SH | $13.13M 1.69% | 0.00 | 0.00 | 135.25K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 149.82K | SH | $12.81M 1.65% | 0.00 | 0.00 | 149.82K |
ISHARES TRSOLE | IBONDS 27 ETF | 518.77K | PRN | $12.56M 1.62% | 0.00 | 0.00 | 518.77K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 45.36K | SH | $10.73M 1.38% | 0.00 | 0.00 | 45.36K |
JOHNSON & JOHNSONSOLE | COM | 41.37K | SH | $10.51M 1.35% | 0.00 | 0.00 | 41.37K |
ISHARES TRSOLE | IBDS DEC28 ETF | 392.47K | SH | $9.91M 1.28% | 0.00 | 0.00 | 392.47K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 72.31K | SH | $8.98M 1.16% | 0.00 | 0.00 | 72.31K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 102.43K | SH | $8.82M 1.14% | 0.00 | 0.00 | 102.43K |
ISHARES TRSOLE | IBONDS 27 TRM TS | 347.59K | SH | $7.78M 1.00% | 0.00 | 0.00 | 347.59K |
ISHARES TRSOLE | IBONDS 28 TRM TS | 348.64K | SH | $7.72M 0.99% | 0.00 | 0.00 | 348.64K |
AMERICAN EXPRESS COSOLE | COM | 21.69K | SH | $7.34M 0.94% | 0.00 | 0.00 | 21.69K |
MARKEL GROUP INCSOLE | COM | 3.72K | SH | $7.26M 0.93% | 0.00 | 0.00 | 3.72K |
ECOLAB INCSOLE | COM | 22.58K | SH | $6.29M 0.81% | 0.00 | 0.00 | 22.58K |