| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | JPMORGAN CHASE & CO | 91,410 | 5,267,000 | 2.20% | ||
| 102 | BARCLAYS BK PLC | 185,798 | 7,724,000 | 3.23% | ||
| 103 | VANGUARD SPECIALIZED FUNDS | 265,600 | 20,704,000 | 8.67% | ||
| 104 | ISHARES RUSSELL 1000 ETF | 208,176 | 22,922,000 | 9.59% | ||
| 105 | BERKSHIRE HATHAWAY INC DEL | 17,000 | 32,283,000 | 13.51% | ||
| 106 | BERKSHIRE HATHAWAY INC DEL | 407,102 | 51,523,000 | 21.56% |
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.