Daniel Investment Group, Inc.
33 holdingsFiling period: 2026-06-30Current AUM: $168.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 190.7K | $95.4M | $95.4M | 56.61% | -- | 2026-06-30 |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 125.6K | $10.5M | $10.5M | 6.24% | -- | 2026-06-30 |
| 3 | BN | BROOKFIELD CORP | 235.1K | $10.0M | $8.7M | 5.18% | -- | 2026-06-30 |
| 4 | JPM | JPMORGAN CHASE & CO | 21.9K | $7.2M | $7.7M | 4.58% | -- | 2026-06-30 |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 23.7K | $5.6M | $5.6M | 3.35% | -- | 2026-06-30 |
| 6 | GOOG | ALPHABET INC | 13.4K | $4.7M | $4.6M | 2.71% | -- | 2026-06-30 |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | 21.2K | $4.5M | $4.5M | 2.68% | -- | 2026-06-30 |
| 8 | MKL | MARKEL GROUP INC | 2.1K | $4.1M | $3.8M | 2.23% | -- | 2026-06-30 |
| 9 | VB | VANGUARD INDEX FDS | 11.7K | $3.6M | $3.4M | 2.02% | -- | 2026-06-30 |
| 10 | AAPL | APPLE INC | 11.9K | $3.4M | $3.9M | 2.34% | -- | 2026-06-30 |
| 11 | VIGI | VANGUARD WHITEHALL FDS | 33.1K | $3.1M | $3.2M | 1.90% | -- | 2026-06-30 |
| 12 | VO | VANGUARD INDEX FDS | 33.3K | $2.7M | $2.7M | 1.58% | -- | 2026-06-30 |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | 38.5K | $2.3M | $2.3M | 1.35% | -- | 2026-06-30 |
| 14 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 3 | $2.2M | $2.2M | 1.33% | -- | 2026-06-30 |
| 15 | AMZN | AMAZON COM INC | 5.7K | $1.4M | $1.4M | 0.84% | -- | 2026-06-30 |
| 16 | VOO | VANGUARD INDEX FDS | 1.9K | $1.3M | $1.3M | 0.78% | -- | 2026-06-30 |
| 17 | GOOGL | ALPHABET INC | 2.8K | $990K | $956K | 0.57% | -- | 2026-06-30 |
| 18 | META | META PLATFORMS INC | 1.2K | $669K | $796K | 0.47% | -- | 2026-06-30 |
| 19 | MSFT | MICROSOFT CORP | 1.7K | $633K | $844K | 0.50% | -- | 2026-06-30 |
| 20 | GRPM | INVESCO EXCHANGE TRADED FD T | 4.4K | $569K | $617K | 0.37% | -- | 2026-06-30 |
| 21 | SUI | SUN CMNTYS INC | 4.2K | $503K | $491K | 0.29% | -- | 2026-06-30 |
| 22 | ALL | ALLSTATE CORP | 2.0K | $475K | $513K | 0.30% | -- | 2026-06-30 |
| 23 | NVDA | NVIDIA CORPORATION | 2.2K | $431K | $457K | 0.27% | -- | 2026-06-30 |
| 24 | PGR | PROGRESSIVE CORP | 1.9K | $415K | $420K | 0.25% | -- | 2026-06-30 |
| 25 | CMS | CMS ENERGY CORP | 5.0K | $384K | $331K | 0.20% | -- | 2026-06-30 |
← Scroll →
Page 1 of 2