| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 99,221 | 11,442,000 | 10.30% | ||
| 2 | VANGUARD INTL EQUITY INDEX F | 252,615 | 11,161,000 | 10.04% | ||
| 3 | ISHARES TR | 36,815 | 8,283,000 | 7.45% | ||
| 4 | SPDR S&P 500 Fund | 36,589 | 8,179,000 | 7.36% | ||
| 5 | VANGUARD INDEX FDS | 45,300 | 5,842,000 | 5.26% | ||
| 6 | STANDARD & POORS MIDCAP 400 SP | 19,347 | 5,838,000 | 5.25% | ||
| 7 | VANGUARD INDEX FDS | 23,945 | 4,916,000 | 4.42% | ||
| 8 | BERKSHIRE HATHAWAY INC DEL | 19 | 4,638,000 | 4.17% | ||
| 9 | VANGUARD INDEX FDS | 44,443 | 3,668,000 | 3.30% | ||
| 10 | ISHARES TR | 25,906 | 3,563,000 | 3.21% | ||
| 11 | VANGUARD INDEX FDS | 29,930 | 3,064,000 | 2.76% | ||
| 12 | ISHARES TR | 15,902 | 2,844,000 | 2.56% | ||
| 13 | VANGUARD INDEX FDS | 20,880 | 1,942,000 | 1.75% | ||
| 14 | VANGUARD TAX-MANAGED FDS | 51,335 | 1,876,000 | 1.69% | ||
| 15 | VANGUARD INDEX FDS | 12,205 | 1,607,000 | 1.45% | ||
| 16 | APPLE INC | 12,891 | 1,493,000 | 1.34% | ||
| 17 | VANGUARD STAR FDS | 29,955 | 1,374,000 | 1.24% | ||
| 18 | VANGUARD INTL EQUITY INDEX F | 37,020 | 1,325,000 | 1.19% | ||
| 19 | INTERNATIONAL BUSINESS MACHS | 6,742 | 1,119,000 | 1.01% | ||
| 20 | ISHARES MSCI EAFE SMALL CAP IDX FD | 21,560 | 1,075,000 | 0.97% | ||
| 21 | POWERSHARES QQQ TRUST SERIES 1 | 9,019 | 1,069,000 | 0.96% | ||
| 22 | GENERAL DYNAMICS CORP | 5,325 | 919,000 | 0.83% | ||
| 23 | AMAZON COM INC | 1,210 | 907,000 | 0.82% | ||
| 24 | ISHARES TR | 14,160 | 817,000 | 0.74% | ||
| 25 | ISHARES TR | 5,785 | 780,000 | 0.70% | ||
| 26 | BERKSHIRE HATHAWAY INC DEL | 4,781 | 779,000 | 0.70% | ||
| 27 | ISHARES TR | 5,215 | 730,000 | 0.66% | ||
| 28 | CHEVRON CORP NEW | 5,960 | 701,000 | 0.63% | ||
| 29 | SHERWIN WILLIAMS CO | 2,500 | 672,000 | 0.60% | ||
| 30 | 3M Co | 3,765 | 672,000 | 0.60% | ||
| 31 | INTEL CORP | 17,938 | 651,000 | 0.59% | ||
| 32 | WASTE MANAGEMENT INC DEL | 9,180 | 651,000 | 0.59% | ||
| 33 | MERCK & CO INC | 10,909 | 642,000 | 0.58% | ||
| 34 | JOHNSON & JOHNSON | 5,473 | 631,000 | 0.57% | ||
| 35 | GENERAL ELECTRIC CO | 19,667 | 621,000 | 0.56% | ||
| 36 | PROCTER AND GAMBLE CO | 6,962 | 585,000 | 0.53% | ||
| 37 | COSTCO WHSL CORP NEW | 3,450 | 552,000 | 0.50% | ||
| 38 | MCDONALDS CORP | 4,525 | 551,000 | 0.50% | ||
| 39 | ISHARES TR | 1,992 | 529,000 | 0.48% | ||
| 40 | COCA COLA CO | 12,467 | 517,000 | 0.47% | ||
| 41 | DAILY JOURNAL CORP | 2,120 | 513,000 | 0.46% | ||
| 42 | COMCAST CORP NEW | 6,658 | 460,000 | 0.41% | ||
| 43 | UNION PAC CORP | 4,427 | 459,000 | 0.41% | ||
| 44 | VANGUARD INTL EQUITY INDEX F | 4,785 | 450,000 | 0.40% | ||
| 45 | WEC ENERGY GROUP INC | 7,237 | 424,000 | 0.38% | ||
| 46 | BRISTOL MYERS SQUIBB CO | 7,116 | 416,000 | 0.37% | ||
| 47 | SPDR INDEX SHS FDS | 14,140 | 410,000 | 0.37% | ||
| 48 | GENUINE PARTS CO | 4,180 | 399,000 | 0.36% | ||
| 49 | DEERE & CO | 3,497 | 360,000 | 0.32% | ||
| 50 | KIMBERLY CLARK CORP | 3,079 | 351,000 | 0.32% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001362987-17-000001, filed 2017.01.17).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
