Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
Reported portfolio value by quarter (27 quarters reported)
$136M in Q4 2019 → $56.1K now. Hover for any quarter.
As reported for the quarter ended June 30, 2026. Activity is the change in share count since the prior quarter's filing.
| Holding | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| IC Ishares Core Msci Emerging Markets ETF | 54.0% | New | 365,458 | $30.3K |
| VT Vanguard Total Stock Market ETF | 36.2% | New | 54,783 | $20.3K |
| BH Berkshire Hathaway Inc Del | 5.3% | Unchanged | 4 | $3K |
| IT Ishares Tr | 4.5% | Unchanged | 10,000 | $2.53K |
What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.
quarter ended June 30, 2026 · filed August 12, 2026
| Company | Action | Shares changed | Value of change | % of portfolio |
|---|---|---|---|---|
| IC Ishares Core Msci Emerging Markets ETF | New | +365,458 | +$30.3K | 54.0% |
| VT Vanguard Total Stock Market ETF | New | +54,783 | +$20.3K | 36.2% |
quarter ended March 31, 2026 · filed May 04, 2026
No position changes this quarter.
quarter ended December 31, 2025 · filed January 29, 2026
No position changes this quarter.
quarter ended September 30, 2025 · filed November 04, 2025
| Company | Action | Shares changed | Value of change | % of portfolio |
|---|---|---|---|---|
| VI Vanguard Intl Equity Index Fhs | Exited | −140,307 | −$11.5K | — |
quarter ended June 30, 2025 · filed July 31, 2025
| Company | Action | Shares changed | Value of change | % of portfolio |
|---|---|---|---|---|
| VI Vanguard Index Fds | Exited | −194,208 | −$53.4M | — |
| IC Ishares Core | Exited | −323,381 | −$39.5M | — |
| VI Vanguard Index Fds | Exited | −208,177 | −$38.8M | — |
| IS I Shares Inc | Exited | −64,572 | −$3.49M | — |
| VI Vanguard Intl Equity Index Fhs | Exited | −3,786 | −$439K | — |
| VI Vanguard Intl Equity Index Fhs | Trimmed | −81,220 | −$6.67K | 69.6% |
quarter ended March 31, 2025 · filed May 01, 2025
| Company | Action | Shares changed | Value of change | % of portfolio |
|---|---|---|---|---|
| IS I Shares Inc | Trimmed | −283,134 | −$15.3M | 2.2% |
quarter ended December 31, 2024 · filed February 05, 2025
| Company | Action | Shares changed | Value of change | % of portfolio |
|---|---|---|---|---|
| VI Vanguard Index Fds | Added | +94,607 | +$18.7M | 23.2% |
| IS I Shares Inc | New | +347,706 | +$18.2M | 10.2% |
quarter ended September 30, 2024 · filed November 05, 2024
| Company | Action | Shares changed | Value of change | % of portfolio |
|---|---|---|---|---|
| IC Ishares Core | New | +323,381 | +$40.6M | 28.8% |
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