The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | 24,045,063 | 267,762 | SH | SOLE | 0 | 0 | 0 | 267,762 | ||
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | 34,192,370 | 419,281 | SH | SOLE | 0 | 0 | 0 | 419,281 | ||
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | 10,698,925 | 171,210 | SH | SOLE | 0 | 0 | 0 | 171,210 | ||
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | 10,136,853 | 179,763 | SH | SOLE | 0 | 0 | 0 | 179,763 | ||
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | 22,834,329 | 395,331 | SH | SOLE | 0 | 0 | 0 | 395,331 | ||
| APPLE INC | COM | 037833100 | 3,185,481 | 16,545 | SH | SOLE | 0 | 0 | 0 | 16,545 | ||
| BANK AMERICA CORP | 7.25%CNV PFD L | 060505682 | 10,420,327 | 8,646 | SH | SOLE | 0 | 0 | 0 | 8,646 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 76,277,448 | 213,866 | SH | SOLE | 0 | 0 | 0 | 213,866 | ||
| BLACKSTONE INC | COM | 09260D107 | 9,985,445 | 76,271 | SH | SOLE | 0 | 0 | 0 | 76,271 | ||
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 13,316,334 | 505,364 | SH | SOLE | 0 | 0 | 0 | 505,364 | ||
| ISHARES TR | CORE MSCI EAFE | 46432F842 | 1,718,020 | 24,421 | SH | SOLE | 0 | 0 | 0 | 24,421 | ||
| ISHARES TR | TRS FLT RT BD | 46434V860 | 343,903 | 6,814 | SH | SOLE | 0 | 0 | 0 | 6,814 | ||
| SCHWAB CHARLES FAMILY FD | AMT TAX FREE MNY | 808515530 | 346,829 | 346,829 | SH | SOLE | 0 | 0 | 0 | 346,829 | ||
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 5,413,632 | 159,178 | SH | SOLE | 0 | 0 | 0 | 159,178 | ||
| TC ENERGY CORP | COM | 87807B107 | 1,266,516 | 32,400 | SH | SOLE | 0 | 0 | 0 | 32,400 | ||
| UNION PAC CORP | COM | 907818108 | 252,989 | 1,030 | SH | SOLE | 0 | 0 | 0 | 1,030 | ||
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 215,875 | 910 | SH | SOLE | 0 | 0 | 0 | 910 | ||
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 1,073,342 | 6,299 | SH | SOLE | 0 | 0 | 0 | 6,299 | ||
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 22,723,166 | 474,388 | SH | SOLE | 0 | 0 | 0 | 474,388 | ||
| WELLS FARGO CO NEW | PERP PFD CNV A | 949746804 | 13,303,601 | 11,127 | SH | SOLE | 0 | 0 | 0 | 11,127 | ||