Disclosed positions
| NVIDIA CORPORATION | NVDA | COM | $33,471,141 | 167,280 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $23,139,534 | 46,243 | SH | None |
| APPLE INC | AAPL | COM | $19,885,147 | 68,721 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $17,972,400 | 24 | SH | None |
| MICROSOFT CORP | MSFT | COM | $16,468,139 | 44,148 | SH | None |
| COCA COLA CO | KO | COM | $14,570,619 | 179,287 | SH | None |
| VISA INC | V | COM CL A | $13,155,719 | 38,345 | SH | None |
| BROADCOM INC | AVGO | COM | $12,623,574 | 33,418 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $10,349,272 | 83,348 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $9,939,855 | 30,366 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $7,843,026 | 10,473 | SH | None |
| CORNING INC | GLW | COM | $7,815,136 | 30,596 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $7,634,267 | 10,223 | SH | None |
| CISCO SYS INC | CSCO | COM | $7,539,776 | 64,190 | SH | None |
| RTX CORPORATION | RTX | COM | $7,232,317 | 38,119 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $7,027,131 | 19,663 | SH | None |
| KIMBERLY-CLARK CORP | KMB | COM | $6,849,411 | 62,398 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $6,722,871 | 11,573 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $6,612,596 | 18,715 | SH | None |
| ISHARES TR | TIP | TIPS BD ETF | $6,157,761 | 56,271 | SH | None |
| EATON CORP PLC | ETN | SHS | $6,095,221 | 14,304 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $5,822,782 | 22,927 | SH | None |
| ASTRAZENECA PLC | AZN | ORD | $5,644,473 | 29,983 | SH | None |
| GE VERNOVA INC | GEV | COM | $4,913,264 | 4,182 | SH | None |
| AMAZON COM INC | AMZN | COM | $4,781,815 | 20,063 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $4,779,263 | 49,485 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $4,719,258 | 6,184 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSPT | S&P500 EQL TEC | $4,646,110 | 72,033 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $4,566,432 | 57,781 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $4,532,965 | 6,270 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JCPB | CORE PLUS BD ETF | $4,412,970 | 94,013 | SH | None |
| NEWMONT CORP | NEM | COM | $4,347,497 | 46,547 | SH | None |
| WORLD GOLD TR | GLDM | SPDR GLD MINIS | $4,240,472 | 53,393 | SH | None |
| CARRIER GLOBAL CORPORATION | CARR | COM | $4,208,414 | 57,374 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $4,040,503 | 29,553 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $4,035,199 | 48,181 | SH | None |
| CHUBB LIMITED | CB | COM | $4,022,777 | 11,806 | SH | None |
| LINDE PLC | LIN | SHS | $3,904,952 | 7,525 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $3,903,724 | 53,177 | SH | None |
| ISHARES TR | EFG | EAFE GRWTH ETF | $3,773,696 | 30,330 | SH | None |
| ISHARES TR | GVI | INTRM GOV CR ETF | $3,661,252 | 34,509 | SH | None |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $3,607,523 | 33,883 | SH | None |
| EMERSON ELEC CO | EMR | COM | $3,598,341 | 25,137 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $3,507,820 | 45,024 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $3,497,535 | 21,100 | SH | None |
| SPDR SERIES TRUST | BIL | ST STR BLO 1 ETF | $3,405,251 | 37,159 | SH | None |
| XYLEM INC | XYL | COM | $3,398,646 | 28,751 | SH | None |
| WISDOMTREE TR | DTH | ITL HIGH DIV FD | $3,395,362 | 62,749 | SH | None |
| MERCK & CO INC | MRK | COM | $3,389,343 | 26,376 | SH | None |
| ELI LILLY & CO | LLY | COM | $3,384,791 | 2,822 | 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.