Disclosed positions
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $101,332,978 | 202,508 | SH | None |
| AMERICAN CENTY ETF TR | AVLV | US LARGE CAP VLU | $49,410,922 | 541,727 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $44,101,700 | 618,971 | SH | None |
| AMERICAN CENTY ETF TR | AVUS | US EQT ETF | $38,594,447 | 301,331 | SH | None |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $32,590,197 | 337,757 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $26,946,946 | 215,990 | SH | None |
| AMERICAN CENTY ETF TR | AVDE | INTL EQT ETF | $23,204,036 | 260,135 | SH | None |
| STURM RUGER & CO INC | RGR | COM | $23,088,500 | 610,000 | SH | None |
| ENTERPRISE PRODS PARTNERS L | EPD | COM | $20,193,924 | 549,345 | SH | None |
| AMERICAN CENTY ETF TR | AVDV | INTL SMCP VLU | $18,056,405 | 175,220 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $16,474,700 | 22 | SH | None |
| PLAINS GP HLDGS L P | PAGP | LTD PARTNR INT A | $6,188,850 | 255,000 | SH | None |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $4,227,637 | 83,898 | SH | None |
| WELLS FARGO & CO | WFC | PERP PFD CNV A | $2,176,158 | 1,881 | SH | None |
| TC ENERGY CORP | TRP | COM | $1,789,830 | 27,000 | SH | None |
| APPLE INC | AAPL | COM | $1,438,448 | 4,971 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $1,205,448 | 12,481 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $1,027,789 | 4,344 | SH | None |
| BANK OF AMER CORP | BAC | 7.25%CNV PFD L | $584,029 | 466 | SH | None |
| UNION PAC CORP | UNP | COM | $344,080 | 1,265 | SH | None |
| BLACKSTONE INC | BX | COM | $322,509 | 2,741 | SH | None |
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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.