Location: Houston, TX
CIK: 0001584289 · Show all filings
Period: Q1 2026 (← Previous) (Next →)
Filing Date: May 14, 2026
Total Value: $2.922M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY CLASS B | 5,175 | $2.48M | 84.9% | $479.20 * | $408.62 | +20.8% | CS | 084670702 |
| — | ALPHABET INC. CLASS A | 1,329 | $382K | 13.1% | $287.56 | $182.15 | — | CS | 02079k305 |
| ITOT | ISHARES CORE S&P TOTALUS STOCK MARKETETF | 423 | $60,248 | 2.1% | $142.43 | $148.63 | — | EF | 464287150 |