| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 407,102 | 51,523,000 | 21.56% | ||
| 2 | BERKSHIRE HATHAWAY INC DEL | 17,000 | 32,283,000 | 13.51% | ||
| 3 | ISHARES RUSSELL 1000 ETF | 208,176 | 22,922,000 | 9.59% | ||
| 4 | VANGUARD SPECIALIZED FUNDS | 265,600 | 20,704,000 | 8.67% | ||
| 5 | BARCLAYS BK PLC | 185,798 | 7,724,000 | 3.23% | ||
| 6 | JPMORGAN CHASE & CO | 91,410 | 5,267,000 | 2.20% | ||
| 7 | CISCO SYS INC | 145,174 | 3,608,000 | 1.51% | ||
| 8 | PROCTER AND GAMBLE CO | 45,618 | 3,585,000 | 1.50% | ||
| 9 | GENERAL ELECTRIC CO | 122,677 | 3,224,000 | 1.35% | ||
| 10 | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 77,073 | 3,040,000 | 1.27% | ||
| 11 | MICROSOFT CORP | 72,262 | 3,013,000 | 1.26% | ||
| 12 | APPLE INC | 30,530 | 2,816,000 | 1.18% | ||
| 13 | INTEL CORP | 91,214 | 2,792,000 | 1.17% | ||
| 14 | ISHARES TR | 14,067 | 2,771,000 | 1.16% | ||
| 15 | MERCK & CO INC | 47,075 | 2,717,000 | 1.14% | ||
| 16 | LILLY ELI & CO | 38,073 | 2,342,000 | 0.98% | ||
| 17 | DISNEY WALT CO | 26,306 | 2,256,000 | 0.94% | ||
| 18 | PFIZER INC | 75,953 | 2,254,000 | 0.94% | ||
| 19 | STARBUCKS CORP | 29,986 | 2,166,000 | 0.91% | ||
| 20 | SCHWAB U.S. LARGE-CAP ETF | 39,602 | 1,855,000 | 0.78% | ||
| 21 | BOB EVANS FARMS INC COM | 34,830 | 1,743,000 | 0.73% | ||
| 22 | WELLS FARGO & CO NEW | 32,925 | 1,731,000 | 0.72% | ||
| 23 | INTERNATIONAL BUSINESS MACHS | 9,440 | 1,711,000 | 0.72% | ||
| 24 | JOHNSON & JOHNSON | 16,918 | 1,686,000 | 0.71% | ||
| 25 | BRISTOL MYERS SQUIBB CO | 34,906 | 1,661,000 | 0.70% | ||
| 26 | AMERICAN EXPRESS CO | 17,145 | 1,627,000 | 0.68% | ||
| 27 | COCA COLA CO | 38,213 | 1,619,000 | 0.68% | ||
| 28 | MCDONALDS CORP | 15,462 | 1,558,000 | 0.65% | ||
| 29 | RYDEX ETF TRUST | 18,919 | 1,463,000 | 0.61% | ||
| 30 | CONOCOPHILLIPS | 16,936 | 1,452,000 | 0.61% | ||
| 31 | ISHARES TR | 11,851 | 1,408,000 | 0.59% | ||
| 32 | WAL-MART STORES INC | 19,853 | 1,395,000 | 0.58% | ||
| 33 | NEXTERA ENERGY INC | 13,492 | 1,383,000 | 0.58% | ||
| 34 | CHEVRON CORP NEW | 9,489 | 1,239,000 | 0.52% | ||
| 35 | ALTRIA GROUP INC | 29,657 | 1,225,000 | 0.51% | ||
| 36 | 3M CO | 8,052 | 1,153,000 | 0.48% | ||
| 37 | ISHARES TR | 12,470 | 1,134,000 | 0.47% | ||
| 38 | WORTHINGTON INDS INC | 25,594 | 1,102,000 | 0.46% | ||
| 39 | ROYAL DUTCH SHELL PLC | 12,390 | 1,078,000 | 0.45% | ||
| 40 | ISHARES TR | 15,372 | 1,051,000 | 0.44% | ||
| 41 | AT&T INC | 29,590 | 1,046,000 | 0.44% | ||
| 42 | PHILIP MORRIS INTL INC | 12,752 | 1,038,000 | 0.43% | ||
| 43 | DU PONT E I DE NEMOURS & CO | 15,290 | 1,001,000 | 0.42% | ||
| 44 | BCE INC | 22,025 | 999,000 | 0.42% | ||
| 45 | DIAGEO P L C | 7,460 | 949,000 | 0.40% | ||
| 46 | WELLTOWER INC. | 15,121 | 948,000 | 0.40% | ||
| 47 | METLIFE INC | 16,916 | 940,000 | 0.39% | ||
| 48 | METTLER-TOLEDO | 3,652 | 925,000 | 0.39% | ||
| 49 | EXXON MOBIL CORP | 9,232 | 925,000 | 0.39% | ||
| 50 | RAYTHEON CO | 10,000 | 923,000 | 0.39% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001468685-14-000003, filed 2014.08.14).
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.
