SWF LLC
14 holdingsFiling period: 2026-06-30Current AUM: $1.49Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 1.01M | $692.9M | $702.4M | 47.23% | +90.5K | 2026-06-30 |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 584.1K | $292.3M | $292.3M | 19.65% | -- | 2026-06-30 |
| 3 | IJH | ISHARES TR | 2.04M | $156.9M | $149.0M | 10.02% | +9.1K | 2026-06-30 |
| 4 | IJR | ISHARES TR | 630.3K | $93.5M | $88.3M | 5.94% | +2.7K | 2026-06-30 |
| 5 | QQQ | INVESCO QQQ TR | 114.1K | $84.0M | $80.4M | 5.41% | +124 | 2026-06-30 |
| 6 | VTI | VANGUARD INDEX FDS | 188.9K | $69.9M | $70.4M | 4.74% | -- | 2026-06-30 |
| 7 | IXUS | ISHARES TR | 412.4K | $39.4M | $39.4M | 2.65% | -- | 2026-06-30 |
| 8 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 50 | $37.4M | $37.4M | 2.52% | -- | 2026-06-30 |
| 9 | IEMG | ISHARES INC | 319.5K | $26.5M | $25.6M | 1.72% | -- | 2026-06-30 |
| 10 | DFAI | DIMENSIONAL ETF TRUST | 20.4K | $839K | $861K | 0.06% | -- | 2026-06-30 |
| 11 | NVDA | NVIDIA CORPORATION | 1.5K | $294K | $312K | 0.02% | -35 | 2026-06-30 |
| 12 | GOOG | ALPHABET INC | 670 | $236K | $228K | 0.02% | -- | 2026-06-30 |
| 13 | AAPL | APPLE INC | 752 | $217K | $248K | 0.02% | -171 | 2026-06-30 |
| 14 | CMDT | PIMCO ETF TR | 7.0K | $214K | $248K | 0.02% | -- | 2026-06-30 |
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