Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
29.4 |
$67M |
|
218k |
308.77 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
9.4 |
$22M |
|
294k |
73.16 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
8.9 |
$20M |
|
449k |
45.17 |
American Centy Etf Tr Us Large Cap Vlu
(AVLV)
|
7.7 |
$18M |
|
343k |
51.11 |
Wells Fargo Perp Pfd Cnv A
(WFC.PL)
|
6.3 |
$14M |
|
12k |
1176.25 |
Enterprise Products Partners
(EPD)
|
5.7 |
$13M |
|
503k |
25.90 |
American Centy Etf Tr Us Sml Cp Valu
(AVUV)
|
5.3 |
$12M |
|
162k |
74.06 |
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
4.5 |
$10M |
|
22.00 |
465600.00 |
American Centy Etf Tr Intl Smcp Vlu
(AVDV)
|
4.2 |
$9.6M |
|
165k |
58.48 |
Blackstone Group Inc Com Cl A
(BX)
|
4.1 |
$9.4M |
|
107k |
87.84 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
2.5 |
$5.7M |
|
177k |
32.12 |
Apple
(AAPL)
|
2.1 |
$4.8M |
|
29k |
164.90 |
Blackstone Mtg Tr Com Cl A
(BXMT)
|
2.1 |
$4.7M |
|
263k |
17.85 |
Kkr Real Estate Finance Trust
(KREF)
|
1.9 |
$4.4M |
|
390k |
11.39 |
American Centy Etf Tr Us Eqt Etf
(AVUS)
|
1.4 |
$3.1M |
|
44k |
70.88 |
Bank America Corp 7.25%CNV PFD L
(BAC.PL)
|
1.2 |
$2.7M |
|
2.4k |
1167.76 |
American Centy Etf Tr Avantis Emgmkt
(AVEM)
|
0.9 |
$2.1M |
|
39k |
52.89 |
Ishares Tr TRS FLT RT BD
(TFLO)
|
0.9 |
$2.1M |
|
41k |
50.59 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.7 |
$1.6M |
|
10k |
154.02 |
Tc Energy Corp
(TRP)
|
0.7 |
$1.5M |
|
40k |
38.91 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.1 |
$267k |
|
1.3k |
204.04 |
Schwab Charles Family Amt Tax Free Mny
(SCTXX)
|
0.1 |
$228k |
|
228k |
1.00 |