Instuitional Investor - One Charles Private Wealth Services, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. ACVA 1,242,921 $18,830,253 9.96%
2. BRK.A 52,004 $18,547,736 9.81%
3.
Listed Fd Tr
396,750 $12,485,710 6.6%
4. TPL 65,997 $11,530,317 6.1%
5.
Vanguard Index Fds
56,287 $8,414,877 4.45%