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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 | $22.5M | 18.2%Prev: 20.3% | 30 SH | Increased |
| ISHARES TR | MSCI EMG MKT ETF | $9.7M | 7.8%Prev: 7.4% | 141,872 SH | Increased+3,000 SH |
| ISHARES TR | RUSSELL 2000 ETF | $31.4M | 25.4%Prev: 23.7% | 104,532 SH | Increased+3,500 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $40.7M | 32.9%Prev: 32.4% | 54,482 SH | Increased+1,700 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $19.5M | 15.8%Prev: 16.1% | 273,651 SH | Increased+7,000 SH |
| Q1 2026 |
| 13F-HR |
| 0001140361-26-032990 |
| $105.9M |
| View |