The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
AMERICAN EXPRESS CO | COM | 025816109 | 248,962 | 918 | SH | SOLE | 0 | 0 | 918 | |||
APPLE INC | COM | 037833100 | 1,622,612 | 6,964 | SH | SOLE | 0 | 0 | 6,964 | |||
ARISTA NETWORKS INC | COM | 040413106 | 345,438 | 900 | SH | SOLE | 0 | 0 | 900 | |||
BANK NEW YORK MELLON CORP | COM | 064058100 | 288,877 | 4,020 | SH | SOLE | 0 | 0 | 4,020 | |||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 22,832,578 | 49,608 | SH | SOLE | 0 | 0 | 49,608 | |||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 1,382,360 | 2 | SH | SOLE | 0 | 0 | 2 | |||
CHEVRON CORP NEW | COM | 166764100 | 200,287 | 1,360 | SH | SOLE | 0 | 0 | 1,360 | |||
DEERE & CO | COM | 244199105 | 234,957 | 563 | SH | SOLE | 0 | 0 | 563 | |||
FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 270,209 | 4,354 | SH | SOLE | 0 | 0 | 4,354 | |||
FIRST AMERN FINL CORP | COM | 31847R102 | 227,272 | 3,443 | SH | SOLE | 0 | 0 | 3,443 | |||
GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | 389637109 | 323,200 | 6,400 | SH | SOLE | 0 | 0 | 6,400 | |||
HOME DEPOT INC | COM | 437076102 | 339,963 | 839 | SH | SOLE | 0 | 0 | 839 | |||
INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 46138J841 | 547,008 | 25,900 | SH | SOLE | 0 | 0 | 25,900 | |||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 20,989,568 | 117,155 | SH | SOLE | 0 | 0 | 117,155 | |||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 1,187,505 | 5,376 | SH | SOLE | 0 | 0 | 5,376 | |||
ISHARES TR | TIPS BD ETF | 464287176 | 3,144,529 | 28,465 | SH | SOLE | 0 | 0 | 28,465 | |||
ISHARES TR | JPMORGAN USD EMG | 464288281 | 1,666,473 | 17,808 | SH | SOLE | 0 | 0 | 17,808 | |||
ISHARES TR | RUS MID CAP ETF | 464287499 | 251,199 | 2,850 | SH | SOLE | 0 | 0 | 2,850 | |||
ISHARES TR | CORE US AGGBD ET | 464287226 | 311,101 | 3,072 | SH | SOLE | 0 | 0 | 3,072 | |||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 5,709,345 | 48,815 | SH | SOLE | 0 | 0 | 48,815 | |||
ISHARES TR | MSCI EAFE ETF | 464287465 | 861,891 | 10,306 | SH | SOLE | 0 | 0 | 10,306 | |||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 353,110 | 1,860 | SH | SOLE | 0 | 0 | 1,860 | |||
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 313,682 | 6,840 | SH | SOLE | 0 | 0 | 6,840 | |||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 2,692,612 | 24,787 | SH | SOLE | 0 | 0 | 24,787 | |||
ISHARES TR | CORE S&P TTL STK | 464287150 | 1,658,435 | 13,202 | SH | SOLE | 0 | 0 | 13,202 | |||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 5,577,481 | 89,497 | SH | SOLE | 0 | 0 | 89,497 | |||
ISHARES TR | CORE S&P500 ETF | 464287200 | 19,065,949 | 33,054 | SH | SOLE | 0 | 0 | 33,054 | |||
PUBLIC STORAGE OPER CO | COM | 74460D109 | 209,953 | 577 | SH | SOLE | 0 | 0 | 577 | |||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 327,397 | 7,962 | SH | SOLE | 0 | 0 | 7,962 | |||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 3,617,672 | 6,305 | SH | SOLE | 0 | 0 | 6,305 | |||
SPDR SER TR | BLOOMBERG HIGH Y | 78468R622 | 1,865,540 | 19,077 | SH | SOLE | 0 | 0 | 19,077 | |||
TERADATA CORP DEL | COM | 88076W103 | 228,551 | 7,533 | SH | SOLE | 0 | 0 | 7,533 | |||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 367,764 | 629 | SH | SOLE | 0 | 0 | 629 | |||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 10,322,034 | 131,709 | SH | SOLE | 0 | 0 | 131,709 | |||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 14,464,874 | 183,821 | SH | SOLE | 0 | 0 | 183,821 | |||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 224,599 | 585 | SH | SOLE | 0 | 0 | 585 | |||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 283,941 | 4,507 | SH | SOLE | 0 | 0 | 4,507 | |||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 4,767,122 | 99,626 | SH | SOLE | 0 | 0 | 99,626 | |||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 18,443,007 | 349,233 | SH | SOLE | 0 | 0 | 349,233 |