Location: Houston, TX
CIK: 0001584289 · Show all filings
Period: Q2 2026 (← Previous)
Filing Date: Aug 14, 2026
Total Value: $1.889M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES CORE S&P TOTALUS STOCK MARKETETF | 423 | $60,248 | 3.2% | $142.43 | — | — | — | 464287150 |
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY CLASS B | 2,825 (-45.4%) | $1.414M (-43.0%) | 74.9% | $500.39 | — | — | CS | 084670702 |
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| — | ALPHABET INC. CLASS A | 1,329 | $475K | 25.1% | $357.37 | — | — | CS | 02079k305 |