Location: Houston, TX
CIK: 0001584289 · Show all filings
Period: Q2 2025 (← Previous) (Next →)
Filing Date: Aug 14, 2025
Total Value: $3.002M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY CLASS B | 5,696 | $2.767M | 92.2% | $408.62 | +24.3% | CS | 084670702 |
| — | ALPHABET INC. CLASS A | 1,329 | $234K | 7.8% | $182.15 | — | CS | 02079k305 |
| ITOT | ISHARES CORE S&P TOTALUS STOCK MARKETETF | 5 | $635 | 0.0% | $127.00 | — | EF | 464287150 |