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CIK 0001965292 • 6 13F filings • May 5, 2025 – Jul 31, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $6.6M | 3.7%Prev: 3.6% | 37,334 SH | Decreased+13,090 SH |
| ALPHABET INC | CAP STK CL C | $1.8M | 1.0%Prev: 0.7% | 10,377 SH | Increased+5,524 SH |
| AMAZON COM INC | COM | $8.4M | 4.7%Prev: 4.0% | 38,326 SH | Increased+965 SH |
| AMGEN INC | COM | $1.8M | 1.0%Prev: 0.9% | 6,612 SH | Increased+1,744 SH |
| APPLE INC | COM | $1.2M | 0.7%Prev: 0.1% | 5,671 SH | Increased+4,769 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $6.3M | 3.6%Prev: 4.9% | 13,037 SH | Decreased-6,628 SH |
| BOOKING HOLDINGS INC | COM | $1.5M | 0.9%Prev: 0.7% | 266 SH | Increased-71 SH |
| CHEVRON CORP NEW | COM | $1.8M | 1.0% | 12,808 SH | New |
| CISCO SYS INC | COM | $2.4M | 1.3%Prev: 1.4% | 34,672 SH | Decreased-603 SH |
| DIAMOND HILL INVT GROUP INC | COM NEW | $1.5M | 0.9% | 10,628 SH | New |
| DISNEY WALT CO | COM | $6.9M | 3.9%Prev: 2.5% | 55,615 SH | Increased+5,469 SH |
| ELEVANCE HEALTH INC | COM | $5.0M | 2.8% | 12,947 SH | New |
| FIDELITY NATL INFORMATION SV | COM | $1.6M | 0.9% | 19,210 SH | New |
| JACKSON FINANCIAL INC | COM CL A | $737K | 0.4%Prev: 0.5% | 8,298 SH | Decreased |
| JOHNSON & JOHNSON | COM | $3.3M | 1.9%Prev: 1.0% | 21,655 SH | Increased+13,900 SH |
| JPMORGAN CHASE & CO. | COM | $2.4M | 1.4% | 8,370 SH | New |
| KASPI KZ JSC | SPONSORED ADS | $3.2M | 1.8%Prev: 2.0% | 37,705 SH | Decreased-13,368 SH |
| LOCKHEED MARTIN CORP | COM | $2.9M | 1.7%Prev: 1.3% | 6,357 SH | Increased+2,147 SH |
| MARKEL GROUP INC | COM | $6.8M | 3.8%Prev: 3.7% | 3,390 SH | Decreased-338 SH |
| MEDTRONIC PLC | SHS | $2.4M | 1.3% | 27,208 SH | New |
| META PLATFORMS INC | CL A | $6.7M | 3.8%Prev: 3.0% | 9,122 SH | Increased-894 SH |
| MICROSOFT CORP | COM | $4.3M | 2.4%Prev: 1.5% | 8,546 SH | Increased+697 SH |
| NVIDIA CORPORATION | COM | $2.1M | 1.2% | 13,242 SH | New |
| NVR INC | COM | $801K | 0.4%Prev: 0.4% | 109 SH | Increased-12 SH |
| PAYPAL HLDGS INC | COM | $2.6M | 1.5% | 35,060 SH | New |
| PIMCO CORPORATE & INCOME OPP | COM | $4.6M | 2.6%Prev: 2.3% | 327,266 SH | Increased-38,375 SH |
| QUALCOMM INC | COM | $2.0M | 1.1% | 12,348 SH | New |
| REGENERON PHARMACEUTICALS | COM | $5.5M | 3.1%Prev: 3.3% | 10,436 SH | Decreased+2,092 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.2M | 0.7%Prev: 0.7% | 47,111 SH | Decreased+2,353 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $6.1M | 3.4% | 26,722 SH | New |
| THE TRADE DESK INC | COM CL A | $1.4M | 0.8%Prev: 0.4% | 19,354 SH | Increased-16,621 SH |
| ULTA BEAUTY INC | COM | $1.0M | 0.6% | 2,214 SH | New |
| UNITEDHEALTH GROUP INC | COM | $994K | 0.6%Prev: 0.8% | 3,188 SH | Decreased-2,693 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $6.8M | 3.8%Prev: 3.3% | 87,560 SH | Increased+5,286 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $8.9M | 5.0%Prev: 5.5% | 128,657 SH | Decreased-25,646 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $3.8M | 2.1%Prev: 1.1% | 48,511 SH | Increased+21,296 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $2.4M | 1.3%Prev: 1.2% | 5,444 SH | Increased+236 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.3M | 0.7%Prev: 0.6% | 4,679 SH | Increased+224 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.3M | 0.7%Prev: 0.7% | 7,834 SH | Decreased+385 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.4M | 0.8%Prev: 0.8% | 7,133 SH | Decreased+301 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $1.0M | 0.6%Prev: 0.6% | 3,752 SH | Decreased+193 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $11.4M | 6.4%Prev: 4.7% | 37,566 SH | Increased+9,191 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.1M | 1.2%Prev: 1.1% | 11,894 SH | Decreased+582 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.9M | 1.6%Prev: 1.4% | 43,568 SH | Increased+6,686 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $488K | 0.3%Prev: 0.3% | 9,863 SH | Decreased+331 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $636K | 0.4%Prev: 0.3% | 4,734 SH | Decreased+194 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $12.5M | 7.0%Prev: 7.5% | 61,168 SH | Decreased-6,511 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $316K | 0.2%Prev: 0.2% | 4,570 SH | Decreased+100 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $9.3M | 5.2%Prev: 5.4% | 69,564 SH | Decreased-1,616 SH |
| VISA INC | COM CL A | $3.7M | 2.1%Prev: 1.7% | 10,462 SH | Increased-431 SH |
| 13F-HR |
| 0002085853-26-000919 |
| $213.3M |
| View |
| Aug 4, 2025 | Q2 2025 | 13F-HR | 0001667731-25-001042 | $178.3M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000553 | $193.7M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000590 | $167.4M | View |