|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
191,527 |
$87M |
30.69% |
0.5%
|
- |
|
AVUS
|
US |
AVANTIS U.S. EQUITY ETF |
371,273 |
$36M |
12.72% |
-10.5%
|
- |
|
AVLV
|
US |
AVANTIS US LARGE CAP VALUE |
450,536 |
$30M |
10.63% |
7.8%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
533,610 |
$26M |
9.02% |
-3.0%
|
- |
|
AVUV
|
US |
AVANTIS US SMALL CAP VALUE |
177,449 |
$17M |
6.05% |
9.8%
|
- |
|
AVEM
|
US |
AVANTIS EMERGING MARKETS EQ |
270,496 |
$16M |
5.62% |
6.4%
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
22 |
$15M |
5.29% |
-
|
- |
|
EPD
|
US |
ENTERPRISE PRODUCTS PARTNERS |
467,179 |
$15M |
5.18% |
1.0%
|
- |
|
AVDV
|
US |
AVANTIS INTL S/C VALUE ETF |
139,737 |
$9M |
3.21% |
2.3%
|
- |
|
WFC 7.5 PERP L
|
NEW YORK |
WELLS FARGO & COMPANY |
6,862 |
$8M |
2.90% |
1.0%
|
- |
|
BAC 7.25 PERP L
|
NEW YORK |
BANK OF AMERICA CORP |
5,348 |
$7M |
2.30% |
-22.5%
|
- |
|
BX
|
US |
BLACKSTONE INC |
35,221 |
$6M |
2.15% |
-17.0%
|
- |
|
AAPL
|
US |
APPLE INC |
15,058 |
$4M |
1.33% |
-0.5%
|
- |
|
SPDW
|
US |
SPDR PORTFOLIO DEVELOPED WOR |
108,723 |
$4M |
1.31% |
-0.6%
|
- |
|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
22,758 |
$2M |
0.57% |
0.1%
|
- |
|
TRP
|
US |
TC ENERGY CORP |
27,000 |
$1M |
0.44% |
-
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
4,733 |
$1M |
0.33% |
-4.6%
|
- |
|
UNP
|
US |
UNION PACIFIC CORP |
1,060 |
$0M |
0.09% |
2.9%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
910 |
$0M |
0.09% |
-
|
- |
|
TFLO
|
US |
ISHARES TREASURY FLOATING RA |
3,964 |
$0M |
0.07% |
-12.5%
|
- |