SWF LLC
11 holdingsFiling period: 2026-03-31Current AUM: $1.27Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 918.3K | $548.7M | $630.6M | 49.63% | +286.5K | 2026-03-31 |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 584.1K | $279.9M | $279.9M | 22.03% | -- | 2026-03-31 |
| 3 | IJH | ISHARES TR | 2.03M | $136.8M | $152.5M | 12.00% | +157.2K | 2026-03-31 |
| 4 | IJR | ISHARES TR | 627.7K | $78.0M | $91.2M | 7.18% | +28.4K | 2026-03-31 |
| 5 | QQQ | INVESCO QQQ TR | 114.0K | $65.8M | $78.4M | 6.17% | +9.0K | 2026-03-31 |
| 6 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 50 | $35.9M | $35.9M | 2.83% | -- | 2026-03-31 |
| 7 | DFAI | DIMENSIONAL ETF TRUST | 20.4K | $793K | $857K | 0.07% | +2.4K | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 1.5K | $262K | $302K | 0.02% | +100 | 2026-03-31 |
| 9 | AAPL | APPLE INC | 923 | $234K | $285K | 0.02% | +28 | 2026-03-31 |
| 10 | CMDT | PIMCO ETF TR | 7.0K | $225K | $227K | 0.02% | -- | 2026-03-31 |
| 11 | RLY | SSGA ACTIVE ETF TR | 5.8K | $209K | $208K | 0.02% | -- | 2026-03-31 |
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