| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2025 Value | Q2 2025 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 BERKSHIRE HATHAWAY INC DELBRK.B | 57.26% | 45.48% | $2.0M | 4,122 | $7.9M | 14,759 | -10,637-72.07% | Reduce | |
| SSPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TRPHYS | 20.51% | 12.87% | $717,369 | 28,299 | $2.2M | 92,463 | -64,164-69.39% | Reduce | |
| DDIMENSIONAL ETF TRUSTDFAC | 8.24% | 5.95% | $288,292 | 8,044 | $1.0M | 31,161 | -23,117-74.19% | Reduce | |
 MICROSOFT CORPMSFT | 7.22% | 8.46% | $252,436 | 508 | $1.5M | 3,896 | -3,388-86.96% | Reduce | |
| FFIRST TR EXCHNG TRADED FD VIBUFG | 6.76% | 4.09% | $236,373 | 9,255 | $707,693 | 29,750 | -20,495-68.89% | Reduce |
