BERKSHIRE HATHAWAY INC CL ABRK.A |
| 13.29% | 14.43% | $24.7M | 33 | $23.7M | 33 | 00.00% | Unchanged |
APPLE INCAAPL |
| 7.33% | 8.87% | $13.6M | 47,055 | $14.6M | 57,405 | -10,350-18.03% | Reduce |
| AAlphabet Inc Class CGOOG |
| 5.66% | 5.68% | $10.5M | 29,779 | $9.3M | 32,529 | -2,750-8.45% | Reduce |
| VVANGUARD SMALLVBR |
| 4.7% | 4.75% | $8.7M | 35,936 | $7.8M | 35,936 | 00.00% | Unchanged |
| IISHARES TRICSH |
| 3.77% | 0.12% | $7.0M | 138,647 | $201,468 | 3,980 | +134,667+3,383.59% | Add |
MICROSOFT CORPMSFT |
| 3.68% | 4.25% | $6.8M | 18,351 | $7.0M | 18,851 | -500-2.65% | Reduce |
| VVANGUARD INDEX FDSVB |
| 2.21% | 2.16% | $4.1M | 13,534 | $3.5M | 13,534 | 00.00% | Unchanged |
| VVANGUARD FTSEVEA |
| 2.13% | 2.17% | $4.0M | 55,579 | $3.6M | 55,579 | 00.00% | Unchanged |
MASTERCARD INCORPORATEDMA |
| 2.11% | 2.41% | $3.9M | 7,653 | $3.9M | 7,903 | -250-3.16% | Reduce |
| IISHARES COREIJH |
| 2% | 1.99% | $3.7M | 48,296 | $3.3M | 48,296 | 00.00% | Unchanged |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.84% | 2.15% | $3.4M | 6,852 | $3.5M | 7,357 | -505-6.86% | Reduce |
| VVANGUARD TOTALBND |
| 1.81% | — | $3.4M | 45,848 | $0 | 0 | +45,848 | New Buy |
| IISHARES RUSSELLIWF |
| 1.79% | 1.74% | $3.3M | 26,784 | $2.9M | 6,696 | +20,088+300.00% | Add |
AMAZON COM INCAMZN |
| 1.76% | 1.79% | $3.3M | 13,735 | $2.9M | 14,085 | -350-2.48% | Reduce |
TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.66% | 1.33% | $3.1M | 6,472 | $2.2M | 6,472 | 00.00% | Unchanged |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.64% | 1.62% | $3.1M | 4,088 | $2.7M | 4,088 | 00.00% | Unchanged |
NVIDIA CORPORATIONNVDA |
| 1.6% | 1.58% | $3.0M | 14,871 | $2.6M | 14,871 | 00.00% | Unchanged |
HOME DEPOT INCHD |
| 1.59% | 1.67% | $2.9M | 8,362 | $2.8M | 8,362 | 00.00% | Unchanged |
| IISHARES TRIUSV |
| 1.52% | 1.6% | $2.8M | 25,634 | $2.6M | 25,634 | 00.00% | Unchanged |
JOHNSON & JOHNSONJNJ |
| 1.48% | 1.61% | $2.7M | 10,818 | $2.6M | 10,818 | 00.00% | Unchanged |
| NNEXTERA ENERGY INCNEE |
| 1.37% | 1.65% | $2.6M | 29,098 | $2.7M | 29,098 | 00.00% | Unchanged |
BROADCOM INCAVGO |
| 1.35% | 1.25% | $2.5M | 6,630 | $2.1M | 6,630 | 00.00% | Unchanged |
JPMORGAN CHASE & COJPM |
| 1.31% | 1.33% | $2.4M | 7,422 | $2.2M | 7,422 | 00.00% | Unchanged |
| VVANGUARD FSTEVWO |
| 1.19% | 1.22% | $2.2M | 36,998 | $2.0M | 36,998 | 00.00% | Unchanged |
WALMART INCWMT |
| 1.18% | 1.51% | $2.2M | 19,330 | $2.5M | 19,930 | -600-3.01% | Reduce |
ALPHABET INCGOOGL |
| 1.14% | 1.3% | $2.1M | 5,945 | $2.1M | 7,445 | -1,500-20.15% | Reduce |
| IISHARES COREIJR |
| 1.13% | 1.07% | $2.1M | 14,115 | $1.8M | 14,115 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVV |
| 1.05% | 1.04% | $2.0M | 5,700 | $1.7M | 5,700 | 00.00% | Unchanged |
UNION PAC CORPUNP |
| 1.02% | 1.03% | $1.9M | 6,957 | $1.7M | 6,957 | 00.00% | Unchanged |
META PLATFORMS INCMETA |
| 0.94% | 1.12% | $1.8M | 3,108 | $1.8M | 3,208 | -100-3.12% | Reduce |
EXXON MOBIL CORPXOM |
| 0.93% | 1.3% | $1.7M | 12,578 | $2.1M | 12,578 | 00.00% | Unchanged |
INTEL CORPINTC |
| 0.87% | 0.31% | $1.6M | 11,616 | $512,614 | 11,616 | 00.00% | Unchanged |
VISA INCV |
| 0.86% | 0.85% | $1.6M | 4,634 | $1.4M | 4,634 | 00.00% | Unchanged |
GOLUB CAP BDC INCGBDC |
| 0.85% | 0.95% | $1.6M | 123,041 | $1.6M | 123,041 | 00.00% | Unchanged |
COSTCO WHOLESALE CORPORATIONCOST |
| 0.8% | 1.03% | $1.5M | 1,592 | $1.7M | 1,692 | -100-5.91% | Reduce |
MOODYS CORPMCO |
| 0.69% | 0.82% | $1.3M | 2,845 | $1.4M | 3,095 | -250-8.08% | Reduce |
| IISHARES RUSSELLIWM |
| 0.68% | 0.63% | $1.3M | 4,176 | $1.0M | 4,176 | 00.00% | Unchanged |
TJX COS INC NEWTJX |
| 0.66% | 0.79% | $1.2M | 8,094 | $1.3M | 8,094 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVNQ |
| 0.66% | 0.68% | $1.2M | 12,632 | $1.1M | 12,632 | 00.00% | Unchanged |
| FFRANKLIN TEMPLETON ETF TRFLJP |
| 0.65% | 0.67% | $1.2M | 30,295 | $1.1M | 30,295 | 00.00% | Unchanged |
MERCK & CO INCMRK |
| 0.6% | 0.64% | $1.1M | 8,686 | $1.0M | 8,686 | 00.00% | Unchanged |
ADVANCED MICRO DEVICES INCAMD |
| 0.6% | 0.24% | $1.1M | 1,906 | $387,738 | 1,906 | 00.00% | Unchanged |
| SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.56% | 0.56% | $1.0M | 1,484 | $915,272 | 1,484 | 00.00% | Unchanged |
PHILIP MORRIS INTL INCPM |
| 0.56% | 0.58% | $1.0M | 5,768 | $953,681 | 5,768 | 00.00% | Unchanged |
PROCTER & GAMBLE COPG |
| 0.5% | 0.56% | $935,123 | 6,377 | $921,094 | 6,377 | 00.00% | Unchanged |
| FFASTENAL CO COMFAST |
| 0.5% | 0.55% | $930,725 | 19,378 | $899,139 | 19,378 | 00.00% | Unchanged |
MCDONALDS CORPMCD |
| 0.49% | 0.64% | $916,081 | 3,389 | $1.1M | 3,389 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 0.48% | 0.46% | $889,799 | 15,616 | $761,280 | 15,616 | 00.00% | Unchanged |
RTX CORPORATIONRTX |
| 0.45% | 0.52% | $835,760 | 4,405 | $849,725 | 4,405 | 00.00% | Unchanged |
GOLDMAN SACHS GROUP INCGS |
| 0.44% | 0.42% | $822,244 | 813 | $687,790 | 813 | 00.00% | Unchanged |