Disclosed positions
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $500,600,473 | 1,352,828 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $233,712,514 | 340,287 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $205,306,116 | 2,401,522 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $62,574,099 | 83,793 | SH | None |
| VANGUARD INDEX FDS | VXF | EXTEND MKT ETF | $56,114,460 | 227,913 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $45,980,425 | 549,020 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $26,019,289 | 365,183 | SH | None |
| APPLE INC | AAPL | COM | $24,434,137 | 84,442 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $19,729,184 | 390,059 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $19,251,640 | 81,361 | SH | None |
| VANGUARD WHITEHALL FDS | VYMI | INTL HIGH ETF | $18,464,055 | 188,025 | SH | None |
| S&P GLOBAL INC | SPGI | COM | $18,050,578 | 44,322 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $18,041,089 | 114,948 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $16,328,049 | 21,803 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $15,896,792 | 184,546 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $14,877,429 | 119,815 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $14,161,545 | 136,326 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $13,169,778 | 17,884 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $12,800,372 | 42,604 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $12,559,252 | 155,880 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $12,085,836 | 60,402 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $11,941,023 | 154,857 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $11,889,472 | 199,187 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $11,828,406 | 161,128 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $11,189,608 | 31,669 | SH | None |
| MICROSOFT CORP | MSFT | COM | $11,080,932 | 29,706 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $10,793,765 | 68,302 | SH | None |
| ABBVIE INC | ABBV | COM | $9,506,959 | 37,780 | SH | None |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $9,424,719 | 22,103 | SH | None |
| AMAZON COM INC | AMZN | COM | $9,259,986 | 38,852 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $8,582,955 | 24,017 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $8,487,938 | 38,948 | SH | None |
| ISHARES TR | DVY | SELECT DIVID ETF | $8,211,533 | 52,537 | SH | None |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $6,802,828 | 28,061 | SH | None |
| ISHARES TR | IWR | RUS MID CAP ETF | $6,702,933 | 60,759 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $6,486,465 | 21,399 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $6,438,018 | 12,866 | SH | None |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $6,044,562 | 17,576 | SH | None |
| ELI LILLY & CO | LLY | COM | $5,969,563 | 4,977 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $5,903,787 | 23,246 | SH | None |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $5,790,678 | 119,568 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $5,772,338 | 48,296 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $5,765,204 | 13,871 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $5,748,900 | 23,659 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $5,704,496 | 6,098 | SH | None |
| BROADCOM INC | AVGO | COM | $5,263,569 | 13,934 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $5,145,628 | 15,720 | SH | None |
| AGNICO EAGLE MINES LTD | AEM | COM | $4,809,030 | 31,000 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VGK | FTSE EUROPE ETF | $4,805,509 | 54,275 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $4,364,022 | 29,425 | 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. 3 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.