Menu
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 0.53% | 118,709 | $28,160,149 | 389 | 0.33% | $237.22 | 13F |
| VGK | VANGUARD INTL EQUITY INDEX F | 0.5% | 418,276 | $26,970,436 | 2,578 | 0.62% | $64.48 | 13F |
| VDC | VANGUARD WORLD FDS | 0.49% | 138,160 | $26,383,034 | 1,952 | 1.43% | $190.96 | 13F |
| VPL | VANGUARD INTL EQUITY INDEX F | 0.46% | 344,527 | $24,816,280 | 5,932 | 1.75% | $72.03 | 13F |
| SPEM | SPDR INDEX SHS FDS | 0.43% | 645,696 | $22,864,095 | 9,419 | 1.48% | $35.41 | 13F |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 0.22% | 32,513 | $11,596,087 | 30,773 | 1768.56% | $356.66 | 13F |
| VT | VANGUARD INTL EQUITY INDEX F | 0.06% | 30,473 | $3,135,062 | 29 | 0.1% | $102.88 | 13F |
| QCOM | QUALCOMM INC | 0.05% | 19,555 | $2,828,327 | 34 | 0.17% | $144.63 | 13F |
| AMZN | AMAZON COM INC | 0.04% | 15,065 | $2,288,976 | 20 | 0.13% | $151.94 | 13F |
| OEF | ISHARES TR | 0.01% | 3,563 | $795,939 | 12 | 0.34% | $223.39 | 13F |
| VOO | VANGUARD INDEX FDS | 0.01% | 15,493 | $676,734 | 8,473 | 120.7% | $43.68 | 13F |
| VNQ | VANGUARD INDEX FDS | 0.01% | 8,171 | $721,990 | 175 | 2.19% | $88.36 | 13F |
| QQQ | INVESCO QQQ TR | 0.00924% | 1,209 | $495,110 | 4 | 0.33% | $409.52 | 13F |
| SPY | SPDR S&P 500 ETF TR | 0.00708% | 798 | $379,297 | 2 | 0.25% | $475.31 | 13F |
| DVY | ISHARES TR | 0.00648% | 2,960 | $346,971 | 23 | 0.78% | $117.22 | 13F |
| IJR | ISHARES TR | 0.00502% | 2,484 | $268,893 | 18 | 0.73% | $108.25 | 13F |