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CIK 0001911000 • 7 13F filings • Apr 24, 2025 – Oct 16, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $42K | 0.0% | 287 SH | |
| ADOBE INC | COM | $8K | 0.0% | 20 SH | |
| ALPHABET INC | COM | $1.9M | 1.0% | 12,294 SH | |
| AMAZON COM INC | COM | $563K | 0.3% | 2,960 SH | |
| AMERICAN CENTY ETF TR | COM | $6.2M | 3.2% | 85,703 SH | |
| AMERICAN EXPRESS CO | COM | $52K | 0.0% | 194 SH | |
| APPLE INC | COM | $4.4M | 2.3% | 20,018 SH | |
| APPLIED MATLS INC | COM | $51K | 0.0% | 349 SH | |
| BERKLEY W R CORP | COM | $16K | 0.0% | 231 SH | |
| BERKSHIRE HATHAWAY INC DEL | COM - Class A | $5.6M | 2.9% | 7 SH | |
| BERKSHIRE HATHAWAY INC DEL | COM - Class B | $96.3M | 50.2% | 180,791 SH | |
| BROWN & BROWN INC | COM | $55K | 0.0% | 445 SH | |
| CARRIER GLOBAL CORPORATION | COM | $27K | 0.0% | 423 SH | |
| CHUBB LIMITED | COM | $45K | 0.0% | 149 SH | |
| CHURCH & DWIGHT CO INC | COM | $256K | 0.1% | 2,322 SH | |
| CLOROX CO DEL | COM | $38K | 0.0% | 256 SH | |
| COCA COLA CO | COM | $154K | 0.1% | 2,133 SH | |
| COLGATE PALMOLIVE CO | COM | $26K | 0.0% | 273 SH | |
| COPART INC | COM | $33K | 0.0% | 575 SH | |
| COSTCO WHSL CORP NEW | COM | $1.2M | 0.6% | 1,221 SH | |
| CUMMINS INC | COM | $61K | 0.0% | 195 SH | |
| DIAGEO PLC | COM | $77K | 0.0% | 716 SH | |
| DIMENSIONAL ETF TRUST | COM | $8.7M | 4.6% | 236,134 SH | |
| EXXON MOBIL CORP | COM | $71K | 0.0% | 600 SH | |
| FASTENAL CO | COM | $98K | 0.1% | 1,261 SH | |
| GALLAGHER ARTHUR J & CO | COM | $53K | 0.0% | 154 SH | |
| HERSHEY CO | COM | $762K | 0.4% | 4,456 SH | |
| IDEXX LABS INC | COM | $21K | 0.0% | 50 SH | |
| INVESCO EXCHANGE TRADED FD T | COM | $4K | 0.0% | 78 SH | |
| ISHARES INC | COM | $6K | 0.0% | 110 SH | |
| ISHARES TR | COM | $4.2M | 2.2% | 10,761 SH | |
| JOHNSON & JOHNSON | COM | $342K | 0.2% | 2,063 SH | |
| MARSH & MCLENNAN COS INC | COM | $46K | 0.0% | 189 SH | |
| MASTERCARD INCORPORATED | COM | $2.3M | 1.2% | 4,228 SH | |
| MCCORMICK & CO INC | COM | $105K | 0.1% | 1,270 SH | |
| MCDONALDS CORP | COM | $993K | 0.5% | 3,180 SH | |
| METLIFE INC | COM | $16K | 0.0% | 200 SH | |
| MICROSOFT CORP | COM | $1.8M | 1.0% | 4,897 SH | |
| MONDELEZ INTL INC | COM | $51K | 0.0% | 750 SH | |
| NEXTERA ENERGY INC | COM | $23K | 0.0% | 328 SH | |
| NIKE INC | COM | $144K | 0.1% | 2,254 SH | |
| OTIS WORLDWIDE CORP | COM | $33K | 0.0% | 316 SH | |
| PEPSICO INC | COM | $389K | 0.2% | 2,595 SH | |
| PHILIP MORRIS INTL INC | COM | $75K | 0.0% | 470 SH | |
| PROCTER AND GAMBLE CO | COM | $79K | 0.0% | 466 SH | |
| PROGRESSIVE CORP | COM | $60K | 0.0% | 212 SH | |
| PRUDENTIAL FINL INC | COM | $11K | 0.0% | 95 SH | |
| REPUBLIC SVCS INC | COM | $40K | 0.0% | 166 SH | |
| RLI CORP | COM | $15K | 0.0% | 184 SH | |
| RTX CORPORATION | COM | $84K | 0.0% | 632 SH | |
| RYAN SPECIALTY HOLDINGS INC | COM | $18K | 0.0% | 239 SH | |
| SOLVENTUM CORP | COM | $5K | 0.0% | 71 SH | |
| SPDR GOLD TR | COM | $223K | 0.1% | 775 SH | |
| SPDR S&P 500 ETF TR | COM | $670K | 0.3% | 1,194 SH | |
| SPDR S&P MIDCAP 400 ETF TR | COM | $2.1M | 1.1% | 3,846 SH | |
| STARBUCKS CORP | COM | $25K | 0.0% | 254 SH | |
| UNION PAC CORP | COM | $882K | 0.5% | 3,734 SH | |
| VANGUARD BD INDEX FDS | COM | $202K | 0.1% | 2,750 SH | |
| VANGUARD INDEX FDS | COM | $39.1M | 20.4% | 93,551 SH | |
| VANGUARD INTL EQUITY INDEX F | COM | $2.7M | 1.4% | 24,419 SH | |
| VANGUARD SPECIALIZED FUNDS | COM | $4.3M | 2.2% | 21,995 SH | |
| VANGUARD STAR FDS | COM | $755K | 0.4% | 12,158 SH | |
| VANGUARD TAX-MANAGED FDS | COM | $354K | 0.2% | 6,973 SH | |
| VISA INC | COM | $2.1M | 1.1% | 5,963 SH | |
| WALMART INC | COM | $426K | 0.2% | 4,845 SH | |
| WEC ENERGY GROUP INC | COM | $115K | 0.1% | 1,059 SH | |
| ZOETIS INC | COM | $21K | 0.0% | 130 SH |
| 13F-HR |
| 0001911000-25-000008 |
| $205.4M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0001911000-26-000004 | $207.8M | View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001911000-25-000007 | $188.4M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001911000-26-000002 | $191.9M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0001911000-25-000005 | $191.7M | View |