| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | BERKSHIRE HATHAWAY INC DEL | 17 | 3,689,000 | 2.08% | ||
| 102 | ISHARES TR | 101,511 | 3,836,000 | 2.16% | ||
| 103 | SPDR S&P MIDCAP 400 ETF TR | 14,306 | 3,895,000 | 2.20% | ||
| 104 | ISHARES TR | 20,899 | 4,399,000 | 2.48% | ||
| 105 | ISHARES TR | 43,243 | 4,464,000 | 2.52% | ||
| 106 | ISHARES TRUST S&P 100 ETF | 49,627 | 4,610,000 | 2.60% | ||
| 107 | ISHARES TR | 46,548 | 5,352,000 | 3.02% | ||
| 108 | VANGUARD INTL EQUITY INDEX F | 142,013 | 6,085,000 | 3.43% | ||
| 109 | VANGUARD INDEX FDS | 76,740 | 6,805,000 | 3.84% | ||
| 110 | JPMORGAN CHASE & CO | 251,758 | 8,008,000 | 4.52% | ||
| 111 | ISHARES TR | 79,416 | 9,229,000 | 5.21% | ||
| 112 | UBS AG | 512,751 | 10,240,000 | 5.78% | ||
| 113 | ISHARES TR | 68,594 | 11,537,000 | 6.51% | ||
| 114 | ISHARES RUSSELL 1000 ETF | 125,957 | 14,723,000 | 8.31% | ||
| 115 | NEW MTN FIN CORP | 1,228,886 | 15,853,000 | 8.94% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004041, filed 2016.07.25).
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.
