Instuitional Investor - Monterey Private Wealth, Inc.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds		146,781	$34,819,396	15.71%
2.	Vanguard Tax-Managed Fds		471,378	$22,579,000	10.19%
3.	Berkshire Hathaway Inc	BRK.A	46,981	$16,756,243	7.56%
4.	Apple Inc.	AAPL	78,346	$15,083,965	6.8%
5.	Ishares Trust	IEF	117,228	$8,833,125	3.98%