Location: Houston, TX
CIK: 0001584289 · Show all filings
Period: Q1 2026 (← Previous)
Filing Date: May 14, 2026
Total Value: $2.922M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500ETF | 178 | $122K | 4.2% | $686.43 | — | — | 464287200 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY CLASS B | 5,175 (-3.8%) | $2.48M (-8.3%) | 84.9% | $408.62 | +20.8% | CS | 084670702 |
| ITOT | ISHARES CORE S&P TOTALUS STOCK MARKETETF | 423 (-37.7%) | $60,248 (-40.3%) | 2.1% | $148.63 | — | EF | 464287150 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| — | ALPHABET INC. CLASS A | 1,329 | $382K | 13.1% | $182.15 | — | CS | 02079k305 |