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CIK 0002144243 • 1 13F filing • Aug 3, 2026 – Aug 3, 2026
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=jivedata("daniel-investment-group-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALLSTATE CORP | COM | $476K | 0.3% | 2,000 SH | |
| ALPHABET INC | CAP STK CL A | $990K | 0.6% | 2,771 SH | |
| ALPHABET INC | CAP STK CL C | $4.7M | 2.8% | 13,371 SH | |
| AMAZON COM INC | COM | $1.4M | 0.8% | 5,718 SH | |
| APPLE INC | COM | $3.4M | 2.0% | 11,905 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $2.2M | 1.3% | 3 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $95.4M | 56.5% | 190,681 SH | |
| BROOKFIELD CORP | CL A LTD VT SH | $10.0M | 5.9% | 235,072 SH | |
| CMS ENERGY CORP | COM | $385K | 0.2% | 5,031 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $306K | 0.2% | 327 SH | |
| DISNEY WALT CO | COM | $326K | 0.2% | 3,391 SH | |
| FLAGSTAR BANK NATIONAL ASSOC | COM NEW | $307K | 0.2% | 20,539 SH | |
| FORD MTR CO | COM | $170K | 0.1% | 12,217 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MIDCAP 400 | $569K | 0.3% | 4,375 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $4.5M | 2.7% | 21,153 SH | |
| JPMORGAN CHASE & CO | COM | $7.2M | 4.2% | 21,906 SH | |
| KOPIN CORP | COM | $130K | 0.1% | 29,000 SH | |
| MARKEL GROUP INC | COM | $4.1M | 2.4% | 2,101 SH | |
| META PLATFORMS INC | CL A | $670K | 0.4% | 1,189 SH | |
| MICROSOFT CORP | COM | $634K | 0.4% | 1,699 SH | |
| MILESTONE SCIENTIFIC INC | COM NEW | $4K | 0.0% | 13,076 SH | |
| NVIDIA CORPORATION | COM | $432K | 0.3% | 2,158 SH | |
| PROGRESSIVE CORP | COM | $416K | 0.2% | 1,904 SH | |
| SUN CMNTYS INC | COM | $503K | 0.3% | 4,196 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $2.7M | 1.6% | 33,253 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.3M | 0.8% | 1,894 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.6M | 2.1% | 11,725 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $309K | 0.2% | 1,419 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $10.5M | 6.2% | 125,639 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.3M | 1.4% | 38,501 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $231K | 0.1% | 1,470 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $5.6M | 3.3% | 23,748 SH | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $3.1M | 1.8% | 33,096 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Aug 3, 2026 | Q2 2026 | 13F-HR | 0002144243-26-000001 | $168.9M | View |