| As of Date | 01/20/2026 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | SEC, Approved, 05/17/2019 |
| AUM* | 318,448,396 43% |
| of that, discretionary | 318,448,396 43% |
| Private Fund GAV* | 0 |
| Avg Account Size | 79,612,099 7% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 412 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- Charitable organizations
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker084670108 | Stock NameBerkshire Hathaway Inc | $ Position$24,908,400 | % Position14.00% | $ Change0.00% | # Change0.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$9,049,404 | % Position5.00% | $ Change39.00% | # Change30.00% |
| Stck Ticker02079K107 | Stock NameAlphabet Inc. | $ Position$7,514,569 | % Position4.00% | $ Change26.00% | # Change-2.00% |
| Stck Ticker037833100 | Stock NameApple Inc | $ Position$6,849,785 | % Position4.00% | $ Change5.00% | # Change-2.00% |
| Stck Ticker594918104 | Stock NameMicrosoft Corp | $ Position$6,234,345 | % Position4.00% | $ Change-8.00% | # Change-2.00% |
| Stck Ticker922908611 | Stock NameVANGUARD SMALL-CAP VALUE ETF | $ Position$4,729,271 | % Position3.00% | $ Change230.00% | # Change225.00% |
| Stck Ticker922908751 | Stock NameVANGUARD SMALL-CAP VIPERS | $ Position$3,482,325 | % Position2.00% | $ Change23111.00% | # Change22781.00% |
| Stck Ticker921943858 | Stock NameVANGUARD FTSE DEVELOPED MARKETS ETF | $ Position$3,440,785 | % Position2.00% | $ Change11385.00% | # Change10916.00% |
| Stck Ticker78462F103 | Stock NameSPDR S&P 500 ETF TRUST | $ Position$2,787,689 | % Position2.00% | $ Change2.00% | # Change0.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL CL B | $ Position$3,216,960 | % Position2.00% | $ Change325.00% | # Change325.00% |