Instuitional Investor - One Charles Private Wealth Services, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BRK-B | 92,896 | $46,484,117 | 10.7% | |
| 2. | TPL | 70,698 | $30,940,234 | 7.12% | |
| 3. | Listed Fds Tr - HORI KI INFL ETF | 484,447 | $24,164,212 | 5.56% | |
| 4. | Vanguard Index Fds - VALUE ETF | 104,141 | $22,695,371 | 5.22% | |
| 5. | Vanguard Index Fds - GROWTH ETF | 220,144 | $18,963,202 | 4.36% |
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