 BERKSHIRE HATHAWAY INC DELBRK.B |
| 8.74% | 9.43% | $23.4M | 46,686 | $23.0M | 48,100 | -1,414-2.94% | Reduce |
 ALPHABET INCGOOGL |
| 3.43% | 3.14% | $9.2M | 25,632 | $7.7M | 26,669 | -1,037-3.89% | Reduce |
| IISHARES TRSGOV |
| 2.22% | 2.58% | $5.9M | 59,037 | $6.3M | 62,767 | -3,730-5.94% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.8% | 1.68% | $4.8M | 6,984 | $4.1M | 6,868 | +116+1.69% | Add |
| VVANGUARD BD INDEX FDSBSV |
| 1.74% | 2.23% | $4.6M | 59,535 | $5.5M | 69,547 | -10,012-14.40% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.65% | 1.51% | $4.4M | 12,464 | $3.7M | 12,838 | -374-2.91% | Reduce |
 ESSENTIAL PPTYS RLTY TR INCEPRT |
| 1.6% | 1.59% | $4.3M | 138,864 | $3.9M | 126,250 | +12,614+9.99% | Add |
| VVANGUARD MIDVO |
| 1.56% | 1.48% | $4.2M | 51,848 | $3.6M | 12,583 | +39,265+312.05% | Add |
| VVANGUARD INTL EQUITY INDEX FVT |
| 1.53% | 1.5% | $4.1M | 26,088 | $3.7M | 26,523 | -435-1.64% | Reduce |
| IISHARES TRSHV |
| 1.5% | 1.68% | $4.0M | 36,318 | $4.1M | 37,315 | -997-2.67% | Reduce |
| VVANGUARD INDEX FDSVB |
| 1.49% | 1.37% | $4.0M | 13,121 | $3.3M | 12,750 | +371+2.91% | Add |
 Markel Group Inc.MKL |
| 1.4% | 1.52% | $3.7M | 1,919 | $3.7M | 1,938 | -19-0.98% | Reduce |
| SSCHWAB U.S. BROAD MARKET ETFSCHB |
| 1.26% | 1.18% | $3.4M | 116,689 | $2.9M | 114,815 | +1,874+1.63% | Add |
 META PLATFORMS INCMETA |
| 1.21% | 1.28% | $3.2M | 5,753 | $3.1M | 5,458 | +295+5.40% | Add |
 MICROSOFT CORPMSFT |
| 1.1% | 1.02% | $2.9M | 7,895 | $2.5M | 6,766 | +1,129+16.69% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.1% | 0.66% | $2.9M | 14,676 | $1.6M | 9,310 | +5,366+57.64% | Add |
 TEXAS INSTRS INCTXN |
| 1.03% | 1.02% | $2.8M | 9,249 | $2.5M | 12,887 | -3,638-28.23% | Reduce |
| QQUALCOMM INCQCOM |
| 0.96% | 0.95% | $2.6M | 13,937 | $2.3M | 17,994 | -4,057-22.55% | Reduce |
| SSCHWAB U.S. LARGE-CAP VALUE ETFSCHV |
| 0.93% | 0.86% | $2.5M | 71,569 | $2.1M | 69,306 | +2,263+3.27% | Add |
| IINVESCO QQQ TRVOO |
| 0.91% | 0.78% | $2.4M | 3,305 | $1.9M | 3,314 | -9-0.27% | Reduce |
| VVANGUARD TOTALBNDX |
| 0.89% | 0.83% | $2.4M | 49,132 | $2.0M | 42,106 | +7,026+16.69% | Add |
| VVANGUARD SCOTTSDALE FDSVGSH |
| 0.87% | 1% | $2.3M | 39,980 | $2.4M | 41,615 | -1,635-3.93% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.86% | 1.04% | $2.3M | 39,881 | $2.5M | 41,838 | -1,957-4.68% | Reduce |
 MEDTRONIC PLCMDT |
| 0.86% | 0.9% | $2.3M | 29,271 | $2.2M | 25,402 | +3,869+15.23% | Add |
| VVANGUARD BD INDEX FDSBIV |
| 0.85% | 0.67% | $2.3M | 29,588 | $1.6M | 21,314 | +8,274+38.82% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.84% | 0.79% | $2.3M | 9,538 | $1.9M | 8,965 | +573+6.39% | Add |
 PRICE T ROWE GROUP INC COMTROW |
| 0.84% | 0.84% | $2.2M | 19,706 | $2.1M | 22,886 | -3,180-13.89% | Reduce |
 AMAZON COM INCAMZN |
| 0.83% | 0.82% | $2.2M | 9,329 | $2.0M | 9,637 | -308-3.20% | Reduce |
| VVANGUARD SCOTTSDALE FDSVONV |
| 0.83% | 0.8% | $2.2M | 20,758 | $2.0M | 20,833 | -75-0.36% | Reduce |
| VVANGUARD SCOTTSDALE FDSVMBS |
| 0.79% | 0.9% | $2.1M | 45,203 | $2.2M | 47,122 | -1,919-4.07% | Reduce |
 OLD REP INTL CORPORI |
| 0.76% | 0.68% | $2.0M | 49,708 | $1.7M | 41,693 | +8,015+19.22% | Add |
 SCHEIN HENRY INCHSIC |
| 0.75% | 0.76% | $2.0M | 23,835 | $1.8M | 25,063 | -1,228-4.90% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.74% | 0.78% | $2.0M | 4,152 | $1.9M | 5,636 | -1,484-26.33% | Reduce |
| VVANGUARD INTL EQUITY INDEX FVEU |
| 0.74% | 0.69% | $2.0M | 23,651 | $1.7M | 22,353 | +1,298+5.81% | Add |
 PEPSICO INCPEP |
| 0.71% | 0.89% | $1.9M | 13,985 | $2.2M | 13,948 | +37+0.27% | Add |
| IISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.71% | 0.8% | $1.9M | 36,055 | $1.9M | 37,036 | -981-2.65% | Reduce |
| HHCI GROUP INCHCI |
| 0.69% | 0.67% | $1.8M | 10,534 | $1.6M | 10,552 | -18-0.17% | Reduce |
| SSPDR INDEX SHS FDSSPDW |
| 0.69% | 0.64% | $1.8M | 36,516 | $1.6M | 34,524 | +1,992+5.77% | Add |
 UNITED PARCEL SVCS INCUPS |
| 0.67% | 0.64% | $1.8M | 16,736 | $1.6M | 15,807 | +929+5.88% | Add |
 CARRIER GLOBALCARR |
| 0.66% | 0.49% | $1.8M | 24,063 | $1.2M | 21,312 | +2,751+12.91% | Add |
 KIMBERLY-CLARK CORPKMB |
| 0.66% | 0.51% | $1.8M | 15,978 | $1.3M | 12,970 | +3,008+23.19% | Add |
| VVANGUARD EMERGINGVWOB |
| 0.65% | 0.46% | $1.7M | 26,007 | $1.1M | 17,169 | +8,838+51.48% | Add |
 UNITED THERAPEUTICS CORP DELUTHR |
| 0.65% | 0.78% | $1.7M | 3,209 | $1.9M | 3,200 | +9+0.28% | Add |
 AXOS FINANCIAL INCAX |
| 0.65% | 0.63% | $1.7M | 17,836 | $1.5M | 18,051 | -215-1.19% | Reduce |
| IINVESCO S&P 500 LOW VOLATILITY ETFSPLV |
| 0.62% | 0.66% | $1.7M | 22,126 | $1.6M | 22,107 | +19+0.09% | Add |
 ARCHER DANIELS MIDLAND CO COMADM |
| 0.61% | 0.64% | $1.6M | 21,216 | $1.6M | 21,679 | -463-2.14% | Reduce |
 ORACLE CORPORCL |
| 0.61% | 0.72% | $1.6M | 11,054 | $1.8M | 11,978 | -924-7.71% | Reduce |
 LOWES COS INC COMLOW |
| 0.61% | 0.48% | $1.6M | 7,345 | $1.2M | 4,978 | +2,367+47.55% | Add |
 OTIS WORLDWIDEOTIS |
| 0.6% | 0.55% | $1.6M | 22,228 | $1.3M | 17,460 | +4,768+27.31% | Add |
 PROGRESSIVE CORPPGR |
| 0.56% | 0.43% | $1.5M | 6,798 | $1.0M | 5,274 | +1,524+28.90% | Add |
