Disclosed positions
| VANGUARD VALUE INDEX | VTV | ETF | $35,295,612 | 161,587 | SH | None |
| VANGUARD GROWTH INDEX | VUG | ETF | $33,222,463 | 385,232 | SH | None |
| VANGUARD FTSE DEVELOPED | VEA | ETF | $32,128,727 | 450,640 | SH | None |
| ISHARES CORE S&P MID-CAP | IJH | ETF | $10,263,893 | 133,020 | SH | None |
| ISHARES CORE S&P | IJR | ETF | $8,934,250 | 60,191 | SH | None |
| ISHARES CORE MSCI | IEMG | ETF | $8,568,092 | 103,354 | SH | None |
| VANGUARD REAL ESTATE | VNQ | ETF | $6,856,009 | 71,064 | SH | None |
| VANGUARD TOTAL | BNDX | ETF | $6,170,721 | 127,387 | SH | None |
| VANGUARD SHORT-TERM BOND | BSV | ETF | $4,839,990 | 62,065 | SH | None |
| VANGUARD MID-CAP INDEX | VO | ETF | $4,175,109 | 51,820 | SH | None |
| ABBVIE INC | ABBV | COM | $2,871,752 | 11,412 | SH | None |
| VANGUARD TOTAL STOCK | VTI | ETF | $2,618,966 | 7,078 | SH | None |
| ISHARES 1-5 YEAR | IGSB | ETF | $2,359,180 | 44,979 | SH | None |
| APPLE INC | AAPL | COM | $2,205,332 | 7,621 | SH | None |
| VANGUARD SMALL-CAP INDEX | VB | ETF | $2,196,123 | 7,245 | SH | None |
| ISHARES CORE MSCI | IDEV | ETF | $2,080,779 | 23,377 | SH | None |
| VANGUARD TOTAL | VXUS | ETF | $1,744,225 | 20,403 | SH | None |
| VANGUARD FTSE EMERGING | VWO | ETF | $1,658,597 | 27,787 | SH | None |
| VANGUARD | BIV | ETF | $1,521,992 | 19,823 | SH | None |
| SPDR GOLD SHARES | GLD | ETF | $1,490,834 | 4,047 | SH | None |
| NVIDIA CORP | NVDA | COM | $1,164,498 | 5,820 | SH | None |
| ISHARES SILVER TRUST | SLV | ETF | $1,099,931 | 20,571 | SH | None |
| WALMART INC | WMT | COM | $1,064,438 | 9,398 | SH | None |
| STATE STREET SPDR S&P | SPY | ETF | $993,688 | 1,331 | SH | None |
| VANGUARD S&P 500 ETF | VOO | ETF | $964,541 | 1,404 | SH | None |
| CONSOLIDATED EDISON INC | ED | COM | $901,811 | 8,152 | SH | None |
| MICROSOFT CORP | MSFT | COM | $725,524 | 1,945 | SH | None |
| BROADCOM INC | AVGO | COM | $603,550 | 1,598 | SH | None |
| ALPHABET INC | GOOGL | COM | $585,905 | 1,639 | SH | None |
| ISHARES RUSSELL 1000 | IWD | ETF | $484,860 | 2,000 | SH | None |
| NEWMONT CORP | NEM | COM | $479,642 | 5,135 | SH | None |
| BERKSHIRE HATHAWAY | BRK.B | COM | $476,371 | 952 | SH | None |
| VANGUARD HIGH DIVIDEND | VYM | ETF | $471,403 | 2,983 | SH | None |
| BARRICK MNG CORP F | B | COM | $434,479 | 11,829 | SH | None |
| ALPHABET INC | GOOG | COM | $423,463 | 1,198 | SH | None |
| VISA INC | V | COM | $419,863 | 1,224 | SH | None |
| AMAZON.COM INC | AMZN | COM | $409,468 | 1,718 | SH | None |
| MOODYS CORP | MCO | COM | $397,211 | 877 | SH | None |
| STATE STREET ENERGY | XLE | ETF | $354,098 | 6,667 | SH | None |
| INVESCO QQQ TR | QQQ | ETF | $343,899 | 467 | SH | None |
| VANGUARD LONG-TERM BOND | BLV | ETF | $343,802 | 4,988 | SH | None |
| META PLATFORMS INC | META | COM | $331,215 | 588 | SH | None |
| VANGUARD UTILITIES INDEX | VPU | ETF | $330,979 | 1,691 | SH | None |
| ISHARES CORE S&P 500 | IVV | ETF | $318,765 | 426 | SH | None |
| VANGUARD DIVIDEND | VIG | ETF | $311,704 | 1,317 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $278,909 | 2,040 | SH | None |
| CENTRAL SECURITIES CORPO | CET | COM | $262,709 | 5,009 | SH | None |
| CONSTELLATION ENERGY COR | CEG | COM | $251,102 | 1,011 | SH | None |
| TESLA INC | TSLA | COM | $242,686 | 577 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $241,727 | 738 | 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.