BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
232,046 |
$105M |
17.62% |
-0.2%
|
- |
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
206,346 |
$60M |
10.02% |
7.0%
|
- |
BIL
|
US |
SPDR BLOOMBERG 1-3 MONTH T-B |
489,008 |
$45M |
7.49% |
15.8%
|
- |
AAPL
|
US |
APPLE INC |
157,529 |
$39M |
6.61% |
0.8%
|
- |
COST
|
US |
COSTCO WHOLESALE CORP |
21,840 |
$20M |
3.35% |
2.1%
|
- |
GOOG
|
US |
ALPHABET INC-CL C |
102,418 |
$20M |
3.27% |
1.2%
|
- |
AMZN
|
US |
AMAZON.COM INC |
88,255 |
$19M |
3.24% |
-1.5%
|
- |
VOO
|
US |
VANGUARD S&P 500 ETF |
33,025 |
$18M |
2.98% |
3.4%
|
- |
META
|
US |
META PLATFORMS INC-CLASS A |
24,787 |
$15M |
2.43% |
0.5%
|
- |
GOOGL
|
US |
ALPHABET INC-CL A |
71,532 |
$14M |
2.27% |
0.7%
|
- |
ACGL
|
US |
ARCH CAPITAL GROUP LTD |
122,197 |
$11M |
1.89% |
5.1%
|
- |
IBDR
|
US |
ISHARES IBONDS DEC 2026 TERM |
385,433 |
$9M |
1.55% |
28.7%
|
- |
VTV
|
US |
VANGUARD VALUE ETF |
51,860 |
$9M |
1.47% |
0.1%
|
- |
IBDQ
|
US |
ISHARES IBONDS DEC 2025 TERM |
345,949 |
$9M |
1.45% |
17.5%
|
- |
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
19,939 |
$8M |
1.34% |
0.0%
|
- |
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
40,430 |
$8M |
1.33% |
-0.3%
|
- |
BR
|
US |
BROADRIDGE FINANCIAL SOLUTIO |
33,694 |
$8M |
1.28% |
0.5%
|
- |
VUG
|
US |
VANGUARD GROWTH ETF |
17,616 |
$7M |
1.21% |
-0.1%
|
- |
JNJ
|
US |
JOHNSON & JOHNSON |
42,503 |
$6M |
1.03% |
6.1%
|
- |
AXP
|
US |
AMERICAN EXPRESS CO |
20,755 |
$6M |
1.03% |
-
|
- |