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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DEL | 0.66% | 3 | $2,246,550 | No Change | $748850 | 13F | |
| OEF | ISHARES TR | 0.3% | 2,746 | $1,004,679 | No Change | $365.87 | 13F | |
| AMGN | AMGEN INC | 0.17% | 1,628 | $589,531 | No Change | $362.12 | 13F | |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.15% | 1,793 | $504,239 | No Change | $281.23 | 13F | |
| AXP | AMERICAN EXPRESS CO | 0.14% | 1,442 | $487,757 | No Change | $338.25 | 13F | |
| LMT | LOCKHEED MARTIN CORP | 0.14% | 932 | $474,817 | No Change | $509.46 | 13F | |
| EWL | ISHARES INC | 0.13% | 7,101 | $446,319 | No Change | $62.85 | 13F | |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 0.11% | 7,550 | $385,428 | No Change | $51.05 | 13F | |
| VOO | VANGUARD INDEX FDS | 0.1% | 500 | $343,405 | No Change | $686.81 | 13F | |
| ELV | ELEVANCE HEALTH INC FORMERLY | 0.08% | 730 | $282,313 | No Change | $386.73 | 13F | |
| AKRE | PROFESIONALLY MANAGED PORTFO | 0.08% | 4,872 | $259,142 | No Change | $53.19 | 13F | |
| VWO | VANGUARD INTL EQUITY INDEX F | 0.08% | 4,337 | $258,876 | No Change | $59.69 | 13F | |
| ETN | EATON CORP PLC | 0.08% | 617 | $262,916 | No Change | $426.12 | 13F | |
| RACE | FERRARI N V | 0.08% | 745 | $277,356 | No Change | $372.29 | 13F | |
| COST | COSTCO WHOLESALE CORPORATION | 0.07% | 242 | $226,384 | No Change | $935.47 | 13F | |
| ADBE | ADOBE INC | 0.06% | 1,053 | $215,886 | No Change | $205.02 | 13F | |
| AMT | AMERICAN TOWER CORP | 0.06% | 1,253 | $205,006 | No Change | $163.61 | 13F |