Swf LLC
14 holdingsFiling period: 2026-06-30Current AUM: $1.48Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 1.01M | $692.9M | $701.0M | 47.33% | +90.5K | 2026-06-30 |
| 2 | BRK-B | Berkshire Hathaway Inc Del | 584.1K | $292.3M | $292.3M | 19.74% | -- | 2026-06-30 |
| 3 | IJH | iShares TR | 2.04M | $156.9M | $149.2M | 10.08% | +9.1K | 2026-06-30 |
| 4 | IJR | iShares TR | 630.3K | $93.5M | $88.4M | 5.97% | +2.7K | 2026-06-30 |
| 5 | QQQ | Invesco Qqq TR | 114.1K | $84.0M | $78.8M | 5.32% | +124 | 2026-06-30 |
| 6 | VTI | Vanguard Index Fds | 188.9K | $69.9M | $70.2M | 4.74% | -- | 2026-06-30 |
| 7 | IXUS | iShares TR | 412.4K | $39.4M | $38.1M | 2.57% | -- | 2026-06-30 |
| 8 | BRK-A | Berkshire Hathaway Inc Del | 50 | $37.4M | $37.4M | 2.53% | -- | 2026-06-30 |
| 9 | IEMG | iShares Inc | 319.5K | $26.5M | $23.7M | 1.60% | -- | 2026-06-30 |
| 10 | DFAI | Dimensional ETF Trust | 20.4K | $839K | $842K | 0.06% | -- | 2026-06-30 |
| 11 | NVDA | NVIDIA Corporation | 1.5K | $294K | $301K | 0.02% | -35 | 2026-06-30 |
| 12 | GOOG | Alphabet Inc | 670 | $236K | $186K | 0.01% | -- | 2026-06-30 |
| 13 | AAPL | Apple Inc | 752 | $217K | $258K | 0.02% | -171 | 2026-06-30 |
| 14 | CMDT | PIMCO ETF TR | 7.0K | $214K | $221K | 0.01% | -- | 2026-06-30 |
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