Disclosed positions
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $25,168,116 | 50,297 | SH | None |
| APPLE INC | AAPL | COM | $18,473,610 | 63,843 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $16,960,547 | 48,002 | SH | None |
| MICROSOFT CORP | MSFT | COM | $15,121,858 | 40,539 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $12,673,103 | 49,900 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $12,131,997 | 33,948 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $11,884,117 | 236,594 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $11,014,981 | 29,767 | SH | None |
| ABBVIE INC | ABBV | COM | $7,411,553 | 29,453 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $6,792,186 | 134,286 | SH | None |
| AMAZON COM INC | AMZN | COM | $6,479,035 | 27,184 | SH | None |
| CISCO SYS INC | CSCO | COM | $5,982,120 | 50,929 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $5,847,630 | 29,225 | SH | None |
| SPROTT ASSET MANAGEMENT LP | CEF | PHYSICAL GOLD AN | $5,054,980 | 125,652 | SH | None |
| ABBOTT LABORATORIES | ABT | COM | $4,944,423 | 54,490 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $4,814,426 | 6,447 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VPL | FTSE PACIFIC ETF | $4,727,788 | 40,866 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $4,493,100 | 6 | SH | None |
| STRYKER CORPORATION | SYK | COM | $4,314,745 | 13,705 | SH | None |
| PEPSICO INC | PEP | COM | $4,185,891 | 30,915 | SH | None |
| RTX CORPORATION | RTX | COM | $4,183,547 | 22,050 | SH | None |
| ADAMS DIVERSIFIED EQUITY FD | ADX | COM | $4,108,696 | 160,810 | SH | None |
| EXPEDITORS INTL WASH INC | EXPD | COM | $4,070,751 | 24,977 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $3,903,497 | 1,962 | SH | None |
| ARISTA NETWORKS INC | ANET | COM SHS | $3,804,972 | 22,398 | SH | None |
| INTEL CORP | INTC | COM | $3,694,331 | 26,458 | SH | None |
| WALMART INC | WMT | COM | $3,693,975 | 32,615 | SH | None |
| NORFOLK SOUTHN CORP | NSC | COM | $3,523,093 | 11,199 | SH | None |
| VANECK ETF TRUST | MOAT | MRNGSTR WDE MOAT | $3,508,754 | 33,751 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $3,368,457 | 4,659 | SH | None |
| ILLINOIS TOOL WKS INC | ITW | COM | $3,289,848 | 12,163 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $3,228,647 | 4,701 | SH | None |
| VANGUARD WORLD FD | MGV | MEGA CAP VAL ETF | $3,086,099 | 18,881 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $3,079,208 | 22,522 | SH | None |
| VANGUARD INSTL INDEX FD | VBIL | 0 3 MO TR BI ETF | $2,887,343 | 38,152 | SH | None |
| META PLATFORMS INC | META | CL A | $2,872,216 | 5,099 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $2,743,600 | 11,291 | SH | None |
| UNION PAC CORP | UNP | COM | $2,738,869 | 10,069 | SH | None |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP ETF | $2,736,984 | 70,559 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $2,682,921 | 11,339 | SH | None |
| LINDE PLC | LIN | SHS | $2,608,192 | 5,026 | SH | None |
| AMGEN INC | AMGN | COM | $2,451,915 | 6,771 | SH | None |
| QUEST DIAGNOSTICS INC | DGX | COM | $2,405,421 | 11,349 | SH | None |
| VANGUARD WHITEHALL FDS | VIGI | INTL DVD ETF | $2,359,993 | 25,273 | SH | None |
| M & T BK CORP | MTB | COM | $2,301,081 | 9,668 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $2,258,045 | 28,572 | SH | None |
| BOOKING HOLDINGS INC | BKNG | COM | $2,094,142 | 11,749 | SH | None |
| ENTERGY CORP NEW | ETR | COM | $2,092,749 | 18,220 | SH | None |
| STARBUCKS CORP | SBUX | COM | $2,083,961 | 20,393 | SH | None |
| MEDPACE HLDGS INC | MEDP | COM | $2,038,584 | 3,849 | 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. 0 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.