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CIK 0001631084 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $24.4M | 7.1%Prev: 7.0% | 316,761 SH | Increased+4,925 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $19.6M | 5.7%Prev: 5.5% | 237,767 SH | Increased+4,843 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $14.7M | 4.3%Prev: 4.1% | 156,562 SH | Increased+2,847 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $35.9M | 10.4%Prev: 10.4% | 321,496 SH | Increased+1,026 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $37.8M | 10.9%Prev: 10.5% | 499,066 SH | Increased+11,714 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $17.8M | 5.2%Prev: 5.2% | 174,902 SH | Increased+1,407 SH |
| APPLE INC | COM | $1.8M | 0.5%Prev: 0.5% | 6,546 SH | Increased-265 SH |
| BANK AMERICA CORP | 7.25%CNV PFD L | $585K | 0.2%Prev: 0.2% | 467 SH | Decreased-102 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $16.6M | 4.8%Prev: 5.0% | 22 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $101.1M | 29.2%Prev: 29.9% | 201,142 SH | Increased+2,311 SH |
| BLACKSTONE INC | COM | $455K | 0.1%Prev: 0.2% | 2,954 SH | Decreased-430 SH |
| CARLYLE GROUP INC | COM | $3.2M | 0.9%Prev: 1.0% | 54,921 SH | Decreased+681 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $17.4M | 5.0%Prev: 5.0% | 541,196 SH | Increased+7,259 SH |
| ISHARES TR | CORE MSCI EAFE | $1.5M | 0.4%Prev: 0.4% | 16,644 SH | Increased+182 SH |
| PLAINS GP HLDGS L P | LTD PARTNR INT A | $4.4M | 1.3%Prev: 1.3% | 229,000 SH | Increased |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $4.0M | 1.2%Prev: 1.1% | 90,103 SH | Increased+1,190 SH |
| TC ENERGY CORP | COM | $1.5M | 0.4%Prev: 0.4% | 27,000 SH | Increased |
| UNION PAC CORP | COM | $293K | 0.1%Prev: 0.1% | 1,265 SH | Decreased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $971K | 0.3%Prev: 0.3% | 4,416 SH | Increased+142 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $39.5M | 11.4%Prev: 11.1% | 631,723 SH | Increased+12,186 SH |
| WELLS FARGO CO NEW | PERP PFD CNV A | $2.2M | 0.6%Prev: 0.7% | 1,850 SH | Decreased-39 SH |
| 13F-HR |
| 0001631084-26-000003 |
| $413.3M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001631084-25-000003 | $311.1M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001631084-26-000002 | $375.4M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001631084-25-000002 | $293.4M | View |