- Positions
- 211
- Reported value
- $799.8M
- Opened
- 18
- Closed
- 14
- Other managers included
- 0
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
Quarters on file
- Sep 30, 2025$718.2M194 positions
- Dec 31, 2025$734.2M198 positions
- Mar 31, 2026$717.3M207 positions
- Jun 30, 2026$799.8M211 positions
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
DIMENSIONAL ETF TRUSTUS CORE EQT MKT | 803.2K | +99.6% | $41.5M | 5.2% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 61.9K | −5.4% | $30.9M | 3.9% |
AAPLApple Inc. |
