| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2025 Value | Q2 2025 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| SSTATE STR SPDR S&P 500 ETF TSPY | 97.02% | 97.01% | $1.72B | 2.8M | $1.69B | 3.0M | -237,517-7.88% | Reduce | |
 BERKSHIRE HATHAWAY INC CL ABRK.A | 1.85% | 2.07% | $32.8M | 45 | $35.9M | 45 | 00.00% | Unchanged | |
 BLOCK INCXYZ | 1.12% | 0.92% | $19.9M | 292,868 | $15.9M | 292,868 | 00.00% | Unchanged | |
 BERKSHIRE HATHAWAY INC DELBRK.B | 0.01% | 0.01% | $115,613 | 238 | $126,754 | 238 | 00.00% | Unchanged |
