TUCSON, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
25.2%
Top 10 weight
53.4%
Voting Authority Distribution
Total shares with voting rights: 1.49M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.49M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD MORTGAGE-BACKED SECURITIES ETFSOLE | ETF | 328.67K | SH | $15.43M 9.26% | 0.00 | 0.00 | 328.67K |
SPDR GOLD SHARESSOLE | ETF | 32.94K | SH | $14.18M 8.50% | 0.00 | 0.00 | 32.94K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 25.88K | SH | $12.40M 7.44% | 0.00 | 0.00 | 25.88K |
S&P GLOBAL INC COMSOLE | Stock | 20.08K | SH | $8.54M 5.12% | 0.00 | 0.00 | 20.08K |
GE AEROSPACE COM NEWSOLE | Stock | 26.12K | SH | $7.41M 4.45% | 0.00 | 0.00 | 26.12K |
MOODYS CORP COMSOLE | Stock | 16.13K | SH | $7.03M 4.22% | 0.00 | 0.00 | 16.13K |
ALPHABET INC CAP STK CL CSOLE | Stock | 23.82K | SH | $6.83M 4.10% | 0.00 | 0.00 | 23.82K |
VISA INC COM CL ASOLE | Stock | 21.76K | SH | $6.58M 3.94% | 0.00 | 0.00 | 21.76K |
MICROSOFT CORP COMSOLE | Stock | 14.93K | SH | $5.53M 3.31% | 0.00 | 0.00 | 14.93K |
ALERIAN MLP ETFSOLE | ETF | 98K | SH | $5.16M 3.09% | 0.00 | 0.00 | 98K |
PEPSICO INC COMSOLE | Stock | 33.19K | SH | $5.15M 3.09% | 0.00 | 0.00 | 33.19K |
BERKSHIRE HATHAWAY INC DEL CL ASOLE | Stock | 7.00 | SH | $5.03M 3.02% | 0.00 | 0.00 | 7.00 |
VANGUARD SHORT-TERM BOND ETFSOLE | ETF | 53.88K | SH | $4.22M 2.53% | 0.00 | 0.00 | 53.88K |
CANADIAN PACIFIC KANSAS CITY COMSOLE | Stock | 50.34K | SH | $3.96M 2.37% | 0.00 | 0.00 | 50.34K |
WALMART INC COMSOLE | Stock | 30.54K | SH | $3.80M 2.28% | 0.00 | 0.00 | 30.54K |
CAMECO CORP COMSOLE | Stock | 34.11K | SH | $3.71M 2.22% | 0.00 | 0.00 | 34.11K |
WASTE MGMT INC DEL COMSOLE | Stock | 14.76K | SH | $3.39M 2.03% | 0.00 | 0.00 | 14.76K |
VANGUARD 0-3 MONTH TREASURY BILL ETFSOLE | ETF | 38.43K | SH | $2.91M 1.74% | 0.00 | 0.00 | 38.43K |
VANGUARD INTERMEDIATE-TERM BOND ETFSOLE | ETF | 37.60K | SH | $2.90M 1.74% | 0.00 | 0.00 | 37.60K |
JOHNSON & JOHNSON COMSOLE | Stock | 10.97K | SH | $2.68M 1.61% | 0.00 | 0.00 | 10.97K |
APPLE INC COMSOLE | Stock | 9.35K | SH | $2.37M 1.42% | 0.00 | 0.00 | 9.35K |
VANGUARD TOTAL INTERNATIONAL BOND ETFSOLE | ETF | 45.12K | SH | $2.17M 1.30% | 0.00 | 0.00 | 45.12K |
SCHWAB US AGGREGATE BOND ETFSOLE | ETF | 91.12K | SH | $2.12M 1.27% | 0.00 | 0.00 | 91.12K |
BOEING CO COMSOLE | Stock | 10.46K | SH | $2.08M 1.25% | 0.00 | 0.00 | 10.46K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 6.08K | SH | $1.95M 1.17% | 0.00 | 0.00 | 6.08K |