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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 | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $8K | 0.0% | 20 SH | New |
| ALPHABET INC | COM - Class C | $2.2M | 1.2%Prev: 1.4% | 12,319 SH | Decreased+2,980 SH |
| AMAZON COM INC | COM | $649K | 0.3%Prev: 0.1% | 2,960 SH | Increased+1,960 SH |
| AMERICAN CENTY ETF TR | COM | $6.5M | 3.4%Prev: 3.6% | 82,081 SH | Decreased+4,866 SH |
| AMERICAN EXPRESS CO | COM | $62K | 0.0%Prev: 0.0% | 194 SH | Increased+169 SH |
| APPLE INC | COM | $3.9M | 2.1%Prev: 1.6% | 18,943 SH | Increased+7,192 SH |
| APPLIED MATLS INC | COM | $64K | 0.0%Prev: 0.1% | 349 SH | Decreased |
| BERKLEY W R CORP | COM | $17K | 0.0% | 231 SH | New |
| BERKSHIRE HATHAWAY INC DEL | COM - Class A | $5.1M | 2.7%Prev: 2.6% | 7 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | COM - Class B | $89.9M | 47.7%Prev: 30.5% | 185,088 SH | Increased+62,791 SH |
| BROWN & BROWN INC | COM | $49K | 0.0% | 445 SH | New |
| CARRIER GLOBAL CORPORATION | COM | $31K | 0.0% | 423 SH | New |
| CHUBB LIMITED | COM | $43K | 0.0% | 149 SH | New |
| CHURCH & DWIGHT CO INC | COM | $223K | 0.1% | 2,322 SH | New |
| CLOROX CO DEL | COM | $31K | 0.0% | 256 SH | New |
| COCA COLA CO | COM | $152K | 0.1%Prev: 0.0% | 2,135 SH | Increased+1,816 SH |
| COLGATE PALMOLIVE CO | COM | $25K | 0.0%Prev: 0.0% | 273 SH | Increased |
| COPART INC | COM | $28K | 0.0% | 575 SH | New |
| COSTCO WHSL CORP NEW | COM | $1.2M | 0.6% | 1,221 SH | New |
| CUMMINS INC | COM | $64K | 0.0%Prev: 0.1% | 195 SH | Decreased |
| DIAGEO PLC | COM | $22K | 0.0% | 215 SH | New |
| DIMENSIONAL ETF TRUST | COM | $9.7M | 5.2%Prev: 5.0% | 250,165 SH | Increased+27,654 SH |
| EXXON MOBIL CORP | COM | $65K | 0.0%Prev: 0.1% | 600 SH | Decreased |
| FASTENAL CO | COM | $106K | 0.1%Prev: 0.0% | 2,522 SH | Increased+1,102 SH |
| GALLAGHER ARTHUR J & CO | COM | $49K | 0.0% | 154 SH | New |
| HERSHEY CO | COM | $596K | 0.3%Prev: 0.2% | 3,594 SH | Increased+1,469 SH |
| IDEXX LABS INC | COM | $27K | 0.0%Prev: 0.0% | 50 SH | Decreased |
| INVESCO DB MULTI-SECTOR COMM | COM | $6K | 0.0% | 239 SH | New |
| ISHARES TR | COM | $4.4M | 2.4%Prev: 3.2% | 10,544 SH | Decreased-16,405 SH |
| JOHNSON & JOHNSON | COM | $282K | 0.1%Prev: 0.1% | 1,844 SH | Increased+910 SH |
| MARSH & MCLENNAN COS INC | COM | $41K | 0.0% | 189 SH | New |
| MASTERCARD INCORPORATED | COM | $2.4M | 1.3%Prev: 0.8% | 4,229 SH | Increased+1,010 SH |
| MCCORMICK & CO INC | COM | $96K | 0.1% | 1,270 SH | New |
| MCDONALDS CORP | COM | $929K | 0.5%Prev: 0.2% | 3,180 SH | Increased+2,202 SH |
| METLIFE INC | COM | $16K | 0.0%Prev: 0.0% | 200 SH | Increased |
| MICROSOFT CORP | COM | $2.4M | 1.3%Prev: 0.7% | 4,897 SH | Increased+1,114 SH |
| MONDELEZ INTL INC | COM | $51K | 0.0%Prev: 0.0% | 750 SH | Increased+470 SH |
| NEXTERA ENERGY INC | COM | $23K | 0.0% | 330 SH | New |
| NIKE INC | COM | $83K | 0.0% | 1,165 SH | New |
| OTIS WORLDWIDE CORP | COM | $31K | 0.0% | 316 SH | New |
| PEPSICO INC | COM | $343K | 0.2%Prev: 0.1% | 2,595 SH | Increased+1,812 SH |
| PHILIP MORRIS INTL INC | COM | $86K | 0.0%Prev: 0.0% | 470 SH | Increased |
| PROCTER AND GAMBLE CO | COM | $74K | 0.0% | 466 SH | New |
| PROGRESSIVE CORP | COM | $57K | 0.0% | 212 SH | New |
| PRUDENTIAL FINL INC | COM | $10K | 0.0%Prev: 0.0% | 95 SH | Increased |
| REPUBLIC SVCS INC | COM | $41K | 0.0%Prev: 0.0% | 166 SH | Increased |
| RLI CORP | COM | $13K | 0.0% | 184 SH | New |
| RTX CORPORATION | COM | $92K | 0.0% | 632 SH | New |
| RYAN SPECIALTY HOLDINGS INC | COM | $16K | 0.0% | 239 SH | New |
| SCHWAB STRATEGIC TR | COM | $42K | 0.0%Prev: 0.0% | 1,226 SH | Decreased |
| SPDR GOLD TR | COM | $236K | 0.1% | 775 SH | New |
| SPDR S&P 500 ETF TR | COM | $740K | 0.4% | 1,194 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | COM | $2.1M | 1.1% | 3,743 SH | New |
| SPROTT PHYSICAL GOLD TR | COM | $38K | 0.0% | 1,518 SH | New |
| STARBUCKS CORP | COM | $23K | 0.0% | 254 SH | New |
| UNION PAC CORP | COM | $859K | 0.5%Prev: 0.2% | 3,734 SH | Increased+1,936 SH |
| VANECK ETF TRUST | COM | $30K | 0.0%Prev: 0.0% | 323 SH | Increased+150 SH |
| VANGUARD BD INDEX FDS | COM | $202K | 0.1%Prev: 4.7% | 2,750 SH | Decreased-120,657 SH |
| VANGUARD INDEX FDS | COM | $34.8M | 18.5%Prev: 20.1% | 71,377 SH | Decreased-14,408 SH |
| VANGUARD INTL EQUITY INDEX F | COM | $8.0M | 4.3%Prev: 11.3% | 63,564 SH | Decreased-94,869 SH |
| VANGUARD SPECIALIZED FUNDS | COM | $4.5M | 2.4%Prev: 2.2% | 21,995 SH | Increased+2,360 SH |
| VANGUARD STAR FDS | COM | $1.3M | 0.7%Prev: 5.7% | 18,659 SH | Decreased-122,070 SH |
| VANGUARD TAX-MANAGED FDS | COM | $400K | 0.2%Prev: 0.2% | 7,013 SH | Increased+2,392 SH |
| VICTORY PORTFOLIOS II | COM | $24K | 0.0% | 460 SH | New |
| VISA INC | COM | $2.1M | 1.1%Prev: 0.7% | 5,963 SH | Increased+1,406 SH |
| WALMART INC | COM | $474K | 0.3% | 4,845 SH | New |
| WEC ENERGY GROUP INC | COM | $110K | 0.1% | 1,059 SH | New |
| ZOETIS INC | COM | $20K | 0.0% | 130 SH | New |
| 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 |