| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | APPLE INC COM | $180.9M | 712.7K | 3.9% | REDUCED | -85,438 |
| 2 | NVIDIA CORPORATION COM | $175.0M | 1.00M | 3.8% | REDUCED | -56,829 |
| 3 | VANGUARD INDEX FDS TOTAL STK MKT | $150.7M | 469.7K | 3.3% | ADDED | +78.8K |
| 4 | MICROSOFT CORP COM | $136.2M | 367.9K | 3.0% | REDUCED | -6,661 |
| 5 | MICROSOFT CORP COM | $133.5M | 360.7K | 2.9% | REDUCED | -13,847 |
| 6 | VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT | $117.4M | 1.83M | 2.6% | ADDED | +389.6K |
| 7 | BERKSHIRE HATHAWAY INC DEL CL A | $109.2M | 152 | 2.4% | ADDED | +151 |
| 8 | VANGUARD INDEX FDS TOTAL STK MKT | $102.5M | 319.4K | 2.2% | REDUCED | -71,538 |
| 9 | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | $94.9M | 1.76M | 2.1% | ADDED | +1.64M |
| 10 | ALPHABET INC CAP STK CL A | $83.9M | 291.6K | 1.8% | REDUCED | -6,250 |
| 11 | VANGUARD INTL EQUITY INDEX F ALLWRLD EX US | $72.8M | 968.7K | 1.6% | REDUCED | -21,787 |
| 12 | AMAZON COM INC COM | $70.1M | 336.5K | 1.5% | REDUCED | -15,839 |
| 13 | VANGUARD INDEX FDS LARGE CAP ETF | $58.5M | 195.6K | 1.3% | ADDED | +195.3K |
| 14 | APPLE INC COM | $54.7M | 215.6K | 1.2% | REDUCED | -582,633 |
| 15 | STATE STR SPDR S&P 500 ETF T TR UNIT | $52.6M | 80.7K | 1.1% | REDUCED | -1,668 |
| 16 | BROADCOM INC COM | $50.3M | 162.6K | 1.1% | ADDED | +135.2K |
| 17 | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | $48.6M | 143.5K | 1.1% | ADDED | +1.6K |
| 18 | VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF | $43.7M | 316.1K | 1.0% | ADDED | +37.6K |
| 19 | JPMORGAN CHASE & CO COM | $43.0M | 146.2K | 0.9% | REDUCED | -1,830 |
| 20 | ALPHABET INC CAP STK CL C | $42.7M | 149.0K | 0.9% | ADDED | +101.4K |
| 21 | ISHARES TR RUS 1000 ETF | $41.5M | 116.3K | 0.9% | ADDED | +115.8K |
| 22 | META PLATFORMS INC CL A | $41.1M | 71.9K | 0.9% | ADDED | +109 |
| 23 | VANGUARD INTL EQUITY INDEX F ALLWRLD EX US | $39.4M | 524.4K | 0.9% | REDUCED | -466,070 |
| 24 | ISHARES TR GLB INFRASTR ETF | $36.7M | 547.2K | 0.8% | ADDED | +223.3K |
| 25 | TESLA INC COM | $32.0M | 86.0K | 0.7% | REDUCED | -2,721 |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: May 15, 2026