NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
33.7%
Top 10 weight
56.9%
Voting Authority Distribution
Total shares with voting rights: 5.71M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.71M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 236.13K | SH | $113.15M 16.00% | 0.00 | 0.00 | 236.13K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 240.16K | SH | $77.05M 10.89% | 0.00 | 0.00 | 240.16K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 525.03K | SH | $48.11M 6.80% | 0.00 | 0.00 | 525.03K |
APPLE INCSOLE | COM | 150.06K | SH | $38.08M 5.38% | 0.00 | 0.00 | 150.06K |
ALPHABET INCSOLE | CAP STK CL C | 106.18K | SH | $30.46M 4.31% | 0.00 | 0.00 | 106.18K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 21.82K | SH | $21.74M 3.07% | 0.00 | 0.00 | 21.82K |
ALPHABET INCSOLE | CAP STK CL A | 72.92K | SH | $20.97M 2.96% | 0.00 | 0.00 | 72.92K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 34.20K | SH | $20.44M 2.89% | 0.00 | 0.00 | 34.20K |
AMAZON COM INCSOLE | COM | 87.07K | SH | $18.13M 2.56% | 0.00 | 0.00 | 87.07K |
META PLATFORMS INCSOLE | CL A | 24.55K | SH | $14.05M 1.99% | 0.00 | 0.00 | 24.55K |
ISHARES TRSOLE | IBONDS DEC2026 | 536.33K | PRN | $13.00M 1.84% | 0.00 | 0.00 | 536.33K |
ARCH CAP GROUP LTDSOLE | ORD | 131.18K | SH | $12.59M 1.78% | 0.00 | 0.00 | 131.18K |
ISHARES TRSOLE | IBONDS 27 ETF | 483.10K | PRN | $11.71M 1.66% | 0.00 | 0.00 | 483.10K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 57.06K | SH | $11.20M 1.58% | 0.00 | 0.00 | 57.06K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 141.88K | SH | $10.94M 1.55% | 0.00 | 0.00 | 141.88K |
JOHNSON & JOHNSONSOLE | COM | 41.49K | SH | $10.14M 1.43% | 0.00 | 0.00 | 41.49K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 44.58K | SH | $9.59M 1.36% | 0.00 | 0.00 | 44.58K |
ISHARES TRSOLE | IBDS DEC28 ETF | 354.09K | SH | $8.97M 1.27% | 0.00 | 0.00 | 354.09K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 18.04K | SH | $7.69M 1.09% | 0.00 | 0.00 | 18.04K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 17.10K | SH | $7.47M 1.06% | 0.00 | 0.00 | 17.10K |
ISHARES TRSOLE | IBONDS 27 TRM TS | 323.48K | SH | $7.26M 1.03% | 0.00 | 0.00 | 323.48K |
ISHARES TRSOLE | IBONDS 28 TRM TS | 323.30K | SH | $7.20M 1.02% | 0.00 | 0.00 | 323.30K |
WALMART INCSOLE | COM | 54.54K | SH | $6.78M 0.96% | 0.00 | 0.00 | 54.54K |
AMERICAN EXPRESS COSOLE | COM | 21.59K | SH | $6.53M 0.92% | 0.00 | 0.00 | 21.59K |
ECOLAB INCSOLE | COM | 23.13K | SH | $6.15M 0.87% | 0.00 | 0.00 | 23.13K |