Disclosed positions
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $290,662,508 | 785,489 | SH | None |
| APPLE INC | AAPL | COM | $269,912,223 | 932,790 | SH | None |
| MICROSOFT CORP | MSFT | COM | $269,249,027 | 722,087 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $212,926,198 | 1,064,152 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $136,837,932 | 1,920,532 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $124,224,351 | 1,483,276 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $113,825,200 | 152 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $113,259,279 | 316,925 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $112,369,150 | 1,882,546 | SH | None |
| AMAZON COM INC | AMZN | COM | $107,057,725 | 449,181 | SH | None |
| BROADCOM INC | AVGO | COM | $70,420,663 | 186,421 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $69,910,851 | 146,102 | SH | None |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $67,763,314 | 197,038 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $66,216,760 | 187,408 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $62,679,837 | 399,362 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $60,914,840 | 81,364 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $54,934,977 | 167,828 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $53,740,901 | 46,558 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $47,516,102 | 116,034 | SH | None |
| ELI LILLY & CO | LLY | COM | $46,698,446 | 38,934 | SH | None |
| META PLATFORMS INC | META | CL A | $45,142,823 | 80,141 | SH | None |
| ISHARES TR | IGF | GLB INFRASTR ETF | $43,132,709 | 647,638 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $42,841,708 | 73,749 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $42,641,238 | 58,978 | SH | None |
| TESLA INC | TSLA | COM | $42,299,199 | 100,569 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $40,490,058 | 80,917 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $37,937,713 | 275,850 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $37,376,018 | 54,420 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $34,098,613 | 328,250 | SH | None |
| VISA INC | V | COM CL A | $31,403,566 | 91,532 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $30,118,132 | 15,139 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $29,735,836 | 276,304 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $28,845,983 | 95,164 | SH | None |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $28,534,798 | 66,920 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $27,993,559 | 27,679 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $27,943,170 | 64,446 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $25,661,865 | 300,174 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $25,527,122 | 100,512 | SH | None |
| HOME DEPOT INC | HD | COM | $24,141,199 | 68,450 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $23,521,889 | 320,418 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $22,737,654 | 24,306 | SH | None |
| CATERPILLAR INC | CAT | COM | $22,627,666 | 21,249 | SH | None |
| CISCO SYS INC | CSCO | COM | $22,441,123 | 191,053 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $19,339,728 | 141,456 | SH | None |
| INTEL CORP | INTC | COM | $18,904,600 | 135,391 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $18,823,440 | 36,650 | SH | None |
| WALMART INC | WMT | COM | $18,372,323 | 162,214 | SH | None |
| ABBVIE INC | ABBV | COM | $18,105,274 | 71,949 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $17,685,485 | 62,891 | SH | None |
| BANK OF AMER CORP | BAC | COM | $17,424,427 | 305,799 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 4 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.