CIK: 0001584289 · Show all filings
Period: Q3 2025 (← Previous) (Next →)
Filing Date: Nov 14, 2025
Total Value ($000): $3,037 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY CLASS B | 5,397 | $2,713 | 89.3% | $408.62 | +18.5% | CS | 084670702 |
| — | ALPHABET INC. CLASS A | 1,329 | $323 | 10.6% | $182.15 | — | CS | 02079k305 |
| ITOT | ISHARES CORE S&P TOTALUS STOCK MARKETETF | 3 | $0 | 0.0% | $127.00 | — | EF | 464287150 |