Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q2 2026 ▲▼ | Q3 2026 ▲▼ | Change ▲▼ | Q2 2026 ▲▼ | Q3 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Berkshire Hathaway Inc DelCL A | 66 | 66 | 0 | $49.42M | $49.30M | 76.46% | -$121.8K |
| Vanguard Index FdsSP500 ETF SHS | 8,826 | 9,835 | +1,009 | $6.06M | $6.89M | 10.69% | +$831.2K |
| Ryan Specialty Holdings, Inc.CL A(RYAN) | 119,046 | 119,046 | 0 | $4.50M | $4.40M | 6.83% | -$90.5K |
| Vanguard Scottsdale FdsINTER TERM TREAS INTER TERM TREAS | 56,491 | 68,502 | +12,011 | $3.33M | $3.88M | 6.02% | +$549.5K |
| Exicure, Inc.(XCUR) | 10,430 | 0 | -10,430 | $21.7K | $0 | — | -$21.7K |