Disclosed positions
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $79,681,459 | 1,085,432 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $34,674,183 | 405,599 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $32,330,829 | 87,378 | SH | None |
| VANGUARD WELLINGTON FD | VFVA | US VALUE FACTR | $28,943,952 | 195,002 | SH | None |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $27,116,344 | 559,901 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $25,259,792 | 83,316 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $762,154 | 1,523 | SH | None |
| MICROSOFT CORP | MSFT | COM | $625,224 | 1,676 | SH | None |
| BP PLC | BP | SPONSORED ADR | $438,453 | 11,867 | SH | None |
| APPLE INC | AAPL | COM | $300,159 | 1,037 | SH | None |
| ISHARES SILVER TR | SLV | ISHARES | $214,949 | 4,020 | 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.
