Read this manager's filing book
Disclosed positions
Kathleen S. Wright Associates Inc.: source evidence dated 2025-10-11T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VOO
- Class
- &P 500 ETF SHS
- Reported value
- $28,950,079
- Reported amount
- 47,275
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001908433-25-000008Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
Scroll sideways to compare all columns. Select a heading to sort.
| VANGUARD INDEX FDS | VOO | &P 500 ETF SHS | $28,950,079 | 47,275 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | L B NEW | $21,476,047 | 42,718 | SH | None |
| VANECK ETF TRUST | MOAT | RNGSTR WDE MOAT | $16,665,940 | 168,156 | SH | None |
| ISHARES TR | SGOV | -3 MNTH TREASRY | $13,475,282 | 133,816 | SH | None |
| VANGUARD INDEX FDS | VUG | ROWTH ETF | $11,328,625 | 23,620 | SH | None |
| VANGUARD INDEX FDS | VO | ID CAP ETF | $9,309,610 | 31,693 | SH | None |
| WISDOMTREE TR | EES | S SMALLCAP FUND | $7,493,320 | 134,121 | SH | None |
| VANGUARD INDEX FDS | VTI | OTAL STK MKT | $7,262,074 | 22,129 | SH | None |
| VANGUARD WHITEHALL FDS | VIGI | NTL DVD ETF | $7,152,217 | 79,851 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | NTL EQTY ETF | $6,387,214 | 274,365 | SH | None |
| ISHARES TR | USMV | SCI USA MIN VOL | $6,084,676 | 63,955 | SH | None |
| SCHWAB STRATEGIC TR | SCHC | NTL SCEQT ETF | $5,784,005 | 127,093 | SH | None |
| EA SERIES TRUST | QVAL | S QUAN VALUE | $4,915,684 | 105,374 | SH | None |
| BROOKFIELD CORP | BN | L A LTD VT SH | $3,959,123 | 57,730 | SH | None |
| VANGUARD INDEX FDS | VB | MALL CP ETF | $3,871,130 | 15,224 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $3,819,429 | 11,784 | SH | None |
| VANGUARD INDEX FDS | VBR | M CP VAL ETF | $3,729,000 | 17,867 | SH | None |
| HARTFORD FDS EXCHANGE TRADED | HTRB | OTAL RTRN ETF | $3,522,879 | 102,738 | SH | None |
| DIMENSIONAL ETF TRUST | DFUS | S EQUITY MARKET | $3,501,927 | 48,342 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $3,129,876 | 6,251 | SH | None |
| ISHARES TR | IVV | ORE S&P500 ETF | $3,025,298 | 4,520 | SH | None |
| SCHWAB STRATEGIC TR | SCHR | NT-TRM U.S TRES | $2,782,469 | 110,723 | SH | None |
| AMERICAN EXPRESS CO | AXP | OM | $2,756,444 | 8,299 | SH | None |
| ALPHABET INC | GOOGL | AP STK CL A | $2,537,803 | 10,439 | SH | None |
| SPDR INDEX SHS FDS | SPEM | ORTFOLIO EMG MK | $2,481,384 | 53,010 | SH | None |
| WISDOMTREE TR | DLS | NTL SMCAP DIV | $2,326,622 | 29,262 | SH | None |
| AMAZON COM INC | AMZN | OM | $2,196,139 | 10,002 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VSS | TSE SMCAP ETF | $2,152,516 | 15,100 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMST | LTRA SHT MUNCPL | $2,074,106 | 40,637 | SH | None |
| DIMENSIONAL ETF TRUST | DFEM | MERGING MKTS CO | $2,066,099 | 64,425 | SH | None |
| VANGUARD BD INDEX FDS | BND | OTAL BND MRKT | $2,060,798 | 27,710 | SH | None |
| VANGUARD STAR FDS | VXUS | G TL INTL STK F | $1,984,742 | 27,018 | SH | None |
| VANGUARD ADMIRAL FDS INC | VIOO | MLLCP 600 IDX | $1,981,611 | 17,938 | SH | None |
| MARKEL GROUP INC | MKL | OM | $1,892,246 | 990 | SH | None |
| BROOKFIELD CORP | BN | CL A LTD VT SH | $1,621,583 | 23,904 | SH | None |
| VISA INC | V | OM CL A | $1,614,045 | 4,728 | SH | None |
| SPDR INDEX SHS FDS | EWX | &P EMKTSC ETF | $1,568,808 | 23,314 | SH | None |
| ISHARES TR | EFAV | SCI EAFE MIN VL | $1,552,769 | 18,304 | SH | None |
| VANGUARD WELLINGTON FD | VTES | HORT TRM TAX EX | $1,545,183 | 15,160 | SH | None |
| DIMENSIONAL ETF TRUST | DFAX | ORLD EX US CORE | $1,539,236 | 49,051 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | IGH DIV YLD | $1,503,141 | 10,664 | SH | None |
| SPDR SERIES TRUST | SPBO | ORTFOLIO CRPORT | $1,491,812 | 50,348 | SH | None |
| AUTOMATIC DATA PROCESSING IN | ADP | COM | $1,410,798 | 4,862 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,327,374 | 5,400 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | T WRLD ST ETF | $1,250,122 | 9,072 | SH | None |
| ISHARES TR | SHY | 3 YR TREAS BD | $1,221,043 | 14,718 | SH | None |
| DIMENSIONAL ETF TRUST | DCOR | S CORE EQUITY 1 | $1,175,643 | 16,342 | SH | None |
| VANECK ETF TRUST | MOTI | RNGSTR INT MOAT | $1,174,572 | 31,685 | SH | None |
| DAVIS FUNDAMENTAL ETF TR | DUSA | ELECT US EQTY | $1,112,487 | 23,225 | SH | None |
| VANGUARD INDEX FDS | VTV | ALUE ETF | $1,068,961 | 5,732 | 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. 5 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.