Disclosed positions
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $196,198,700 | 262 | SH | None |
| AMAZON COM INC | AMZN | COM | $75,195,829 | 315,498 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $41,986,935 | 177,445 | SH | None |
| APPLE INC | AAPL | COM | $37,533,643 | 129,713 | SH | None |
| ISHARES TR | TFLO | TRS FLT RT BD | $33,405,709 | 659,801 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $32,994,555 | 92,326 | SH | None |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $29,676,462 | 294,790 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $26,410,653 | 131,994 | SH | None |
| MICROSOFT CORP | MSFT | COM | $23,186,350 | 62,158 | SH | None |
| DUKE ENERGY CORP NEW | DUK | COM NEW | $20,705,972 | 163,580 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $19,078,729 | 128,641 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $18,069,281 | 55,202 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $17,073,819 | 22,864 | SH | None |
| ELI LILLY & CO | LLY | COM | $16,860,065 | 14,057 | SH | None |
| WALMART INC | WMT | COM | $13,048,193 | 115,206 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $12,511,960 | 49,266 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $12,200,304 | 23,754 | SH | None |
| BANK OF AMER CORP | BAC | COM | $11,871,251 | 208,341 | SH | None |
| CISCO SYS INC | CSCO | COM | $11,106,257 | 94,554 | SH | None |
| HOME DEPOT INC | HD | COM | $10,142,933 | 28,760 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $9,412,763 | 109,273 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $9,388,349 | 97,208 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $8,742,815 | 17,472 | SH | None |
| AMGEN INC | AMGN | COM | $8,525,392 | 23,543 | SH | None |
| BONDBLOXX ETF TRUST | XHLF | BLOOMBERG SIX MN | $8,390,040 | 166,800 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $8,071,841 | 22,845 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $8,042,344 | 42,213 | SH | None |
| WISDOMTREE TR | USFR | FLOATNG RAT TREA | $7,646,957 | 151,876 | SH | None |
| ABBVIE INC | ABBV | COM | $7,628,918 | 30,317 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $7,525,324 | 9,861 | SH | None |
| COCA COLA CO | KO | COM | $7,512,131 | 92,434 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $6,852,225 | 46,728 | SH | None |
| META PLATFORMS INC | META | CL A | $6,430,604 | 11,416 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $6,313,358 | 21,013 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCR | BULSHS 2027 CB | $6,133,018 | 312,670 | SH | None |
| SELECT SECTOR SPDR TR | XLF | ST STR FINL ETF | $5,854,681 | 109,209 | SH | None |
| ISHARES TR | IBDR | IBONDS DEC2026 | $5,718,897 | 236,025 | SH | None |
| ISHARES TR | IYW | U.S. TECH ETF | $5,691,917 | 22,566 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCS | INVSCO BLSH 28 | $5,615,188 | 275,727 | SH | None |
| TJX COS INC NEW | TJX | COM | $5,456,738 | 36,018 | SH | None |
| INVESCO EXCHANGE TRADED FD T | PRF | RAFI US 1000 ETF | $5,434,237 | 100,578 | SH | None |
| MCDONALDS CORP | MCD | COM | $5,415,998 | 20,036 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | CIBR | NASDAQ CYB ETF | $5,381,297 | 59,892 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $4,753,316 | 28,676 | SH | None |
| RTX CORPORATION | RTX | COM | $4,748,009 | 25,025 | SH | None |
| ISHARES TR | IBDT | IBDS DEC28 ETF | $4,574,024 | 181,149 | SH | None |
| SOUTHERN CO | SO | COM | $4,371,459 | 45,674 | SH | None |
| ISHARES TR | IBDS | IBONDS 27 ETF | $4,264,669 | 176,080 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCT | BULETSHS 2029 | $4,103,548 | 220,918 | SH | None |
| PEPSICO INC | PEP | COM | $4,096,379 | 30,254 | 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.