| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 04/06/1992 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 1,008,518,891 40% |
| of that, discretionary | 1,008,518,891 40% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 6 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,489,688 25% |
| % High Net Worth | 77.13% 10% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$118,082,866 | % Position15.00% | $ Change4.00% | # Change0.00% |
| Stck Ticker922908769 | Stock NameVANGUARD INDEX FDS | $ Position$89,905,361 | % Position12.00% | $ Change17.00% | # Change1.00% |
| Stck Ticker78468R663 | Stock NameSPDR SERIES TRUST | $ Position$51,098,584 | % Position7.00% | $ Change6.00% | # Change6.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$43,309,865 | % Position6.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$37,262,298 | % Position5.00% | $ Change22.00% | # Change-1.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$20,808,034 | % Position3.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$25,876,343 | % Position3.00% | $ Change23.00% | # Change-1.00% |
| Stck Ticker22160K105 | Stock NameCOSTCO WHOLESALE CORPORATION | $ Position$20,344,696 | % Position3.00% | $ Change-6.00% | # Change0.00% |
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$23,407,014 | % Position3.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$13,776,495 | % Position2.00% | $ Change-2.00% | # Change0.00% |