Location: Adelphi, MD
CIK: 0001624050 · Show all filings
Period: Q1 2025 (← Previous) (Next →)
Filing Date: May 1, 2025
Total Value: $157M
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 194,208 | $53.38M | 34.1% | $172.91 | — | — | 922908769 |
| ITOT | ISHARES CORE | 323,381 | $39.46M | 25.2% | $125.62 | — | — | 464287150 |
| VBR | VANGUARD INDEX FDS | 208,177 | $38.78M | 24.7% | $178.74 | — | — | 922908611 |
| VPL | VANGUARD INTL EQUITY INDEX FHS | 221,527 | $16.05M | 10.2% | $71.52 | — | — | 922042866 |
| IEMG | I SHARES INC | 64,572 | $3.485M | 2.2% | $52.22 | — | — | 46434G103 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 4 | $3.194M | 2.0% | $325723.70 | +123.9% | — | 084670108 |
| CRBN | ISHARES TR | 10,000 | $1.912M | 1.2% | $129.40 | — | — | 46434V464 |
| VT | VANGUARD INTL EQUITY INDEX FHS | 3,786 | $439K | 0.3% | $98.18 | — | — | 922042742 |