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 |
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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 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 74,992,574 | 214,081 | SH | SOLE | 0 | 0 | 214,081 | |||
SCHWAB CHARLES FAMILY FD | AMT TAX FREE MNY | 808515530 | 66,772 | 66,772 | SH | SOLE | 0 | 0 | 66,772 | |||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 1,135,857 | 7,310 | SH | SOLE | 0 | 0 | 7,310 | |||
UNION PAC CORP | COM | 907818108 | 209,739 | 1,030 | SH | SOLE | 0 | 0 | 1,030 | |||
APPLE INC | COM | 037833100 | 2,895,673 | 16,913 | SH | SOLE | 0 | 0 | 16,913 | |||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 13,547,068 | 494,960 | SH | SOLE | 0 | 0 | 494,960 | |||
TC ENERGY CORP | COM | 87807B107 | 1,114,884 | 32,400 | SH | SOLE | 0 | 0 | 32,400 | |||
BLACKSTONE MTG TR INC | COM CL A | 09257W100 | 329,025 | 15,128 | SH | SOLE | 0 | 0 | 15,128 | |||
BLACKSTONE INC | COM | 09260D107 | 8,241,348 | 76,921 | SH | SOLE | 0 | 0 | 76,921 | |||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 19,158,071 | 438,199 | SH | SOLE | 0 | 0 | 438,199 | |||
BANK AMERICA CORP | 7.25%CNV PFD L | 060505682 | 7,551,906 | 6,790 | SH | SOLE | 0 | 0 | 6,790 | |||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 5,339,802 | 172,196 | SH | SOLE | 0 | 0 | 172,196 | |||
WELLS FARGO CO NEW | PERP PFD CNV A | 949746804 | 11,804,505 | 10,587 | SH | SOLE | 0 | 0 | 10,587 | |||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 10,331,045 | 146,001 | SH | SOLE | 0 | 0 | 146,001 | |||
ISHARES TR | TRS FLT RT BD | 46434V860 | 535,879 | 10,561 | SH | SOLE | 0 | 0 | 10,561 | |||
KKR REAL ESTATE FIN TR INC | COM | 48251K100 | 392,066 | 33,030 | SH | SOLE | 0 | 0 | 33,030 | |||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | 13,495,792 | 173,134 | SH | SOLE | 0 | 0 | 173,134 | |||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | 3,107,576 | 42,418 | SH | SOLE | 0 | 0 | 42,418 | |||
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | 9,704,108 | 167,746 | SH | SOLE | 0 | 0 | 167,746 | |||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | 5,963,522 | 112,967 | SH | SOLE | 0 | 0 | 112,967 | |||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | 24,258,130 | 460,481 | SH | SOLE | 0 | 0 | 460,481 |