13Fprocessed
Form 13F — Institutional Holdings
EDGAR Filing Documents for 0001711360-25-000007
Summary
13F filing with 15 holdings
Filing Date
January 1, 2025
Accepted
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Accession No.
0001711360-25-000007
CIK
0001711360
Holdings Reported
| Filer | Company | Shares | Value | Quarter | Put/Call |
|---|---|---|---|---|---|
| EDGAR Filing Documents for 0001711360-25-000007 | APPLE INC | 811 | $206,512 | 2025-Q1 | — |
| EDGAR Filing Documents for 0001711360-25-000007 | BERKSHIRE HATHAWAY INC DEL | 627 | $315,218 | 2025-Q1 | — |
| EDGAR Filing Documents for 0001711360-25-000007 | DIMENSIONAL ETF TRUST | 490,659 | $11,702,218 | 2025-Q1 | — |
| EDGAR Filing Documents for 0001711360-25-000007 | ISHARES TR | 13,323 | $8,917,273 | 2025-Q1 | — |
| EDGAR Filing Documents for 0001711360-25-000007 | ISHARES TR | 11,307 | $727,939 | 2025-Q1 | — |
| EDGAR Filing Documents for 0001711360-25-000007 | ISHARES TR | 7,462 | $657,702 | 2025-Q1 | — |
| EDGAR Filing Documents for 0001711360-25-000007 | MASCO CORP | 4,272 | $300,706 | 2025-Q1 | — |
| EDGAR Filing Documents for 0001711360-25-000007 | MICROSOFT CORP | 546 | $282,801 | 2025-Q1 | — |
| EDGAR Filing Documents for 0001711360-25-000007 | NextEra Energy Inc | 4,048 | $305,584 | 2025-Q1 | — |
| EDGAR Filing Documents for 0001711360-25-000007 | PROGRESSIVE CORP | 1,744 | $430,733 | 2025-Q1 | — |
| EDGAR Filing Documents for 0001711360-25-000007 | SHERWIN-WILLIAMS CO/THE | 5,481 | $1,897,939 | 2025-Q1 | — |
| EDGAR Filing Documents for 0001711360-25-000007 | Vanguard Short-Term Bond Index ETF | 129,965 | $10,255,544 | 2025-Q1 | — |
| EDGAR Filing Documents for 0001711360-25-000007 | VANGUARD INDEX FDS | 123,797 | $75,811,070 | 2025-Q1 | — |
| EDGAR Filing Documents for 0001711360-25-000007 | VANGUARD INDEX FDS | 134,751 | $39,581,700 | 2025-Q1 | — |
| EDGAR Filing Documents for 0001711360-25-000007 | Vanguard Real Estate | 8,140 | $744,188 | 2025-Q1 | — |