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CIK 0002145869 • 3 13F filings • Aug 14, 2026 – Aug 14, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL A | $22.6M | 21.7%Prev: 18.2% | 30 SH | Increased |
| ISHARES TR | MSCI EMG MKT ETF | $7.3M | 7.0%Prev: 7.8% | 133,373 SH | Decreased-8,499 SH |
| ISHARES TR | RUSSELL 2000 ETF | $23.9M | 22.9%Prev: 25.4% | 96,994 SH | Decreased-7,538 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $34.5M | 33.1% | 50,584 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $15.9M | 15.3%Prev: 15.8% | 255,134 SH | Decreased-18,517 SH |
| Q1 2026 |
| 13F-HR |
| 0001140361-26-032990 |
| $105.9M |
| View |