| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL CL B NEW | 411,216 | 61,744,000 | 24.60% | ||
| 2 | BERKSHIRE HATHAWAY, INC. CLASS A | 153 | 34,578,000 | 13.78% | ||
| 3 | VANGUARD SPECIALIZED PORTFOL | 268,809 | 21,817,000 | 8.69% | ||
| 4 | ISHARES TR | 184,794 | 21,183,000 | 8.44% | ||
| 5 | BARCLAYS BK PLC | 242,498 | 7,253,000 | 2.89% | ||
| 6 | JPMORGAN CHASE AND CO | 85,436 | 5,347,000 | 2.13% | ||
| 7 | PROCTER AND GAMBLE CO | 43,526 | 3,965,000 | 1.58% | ||
| 8 | CISCO SYSTEMS INC | 136,747 | 3,804,000 | 1.52% | ||
| 9 | MICROSOFT CORP | 79,840 | 3,709,000 | 1.48% | ||
| 10 | APPLE INC | 33,071 | 3,650,000 | 1.45% | ||
| 11 | ISHARES TR | 17,465 | 3,613,000 | 1.44% | ||
| 12 | INTEL CORP | 93,090 | 3,378,000 | 1.35% | ||
| 13 | GENERAL ELECTRIC CO | 129,337 | 3,268,000 | 1.30% | ||
| 14 | MERCK & CO INC | 45,894 | 2,606,000 | 1.04% | ||
| 15 | ELI LILLY AND CO | 36,199 | 2,497,000 | 0.99% | ||
| 16 | BARCLAYS BK PLC | 74,613 | 2,386,000 | 0.95% | ||
| 17 | PFIZER INC | 73,731 | 2,297,000 | 0.92% | ||
| 18 | WALT DISNEY COMPANY (THE) | 23,488 | 2,212,000 | 0.88% | ||
| 19 | STARBUCKS CORP | 25,237 | 2,071,000 | 0.83% | ||
| 20 | SCHWAB STRATEGIC TR | 37,978 | 1,863,000 | 0.74% | ||
| 21 | JOHNSON AND JOHNSON | 16,916 | 1,769,000 | 0.70% | ||
| 22 | BRISTOL-MYERS SQUIBB CO | 29,297 | 1,729,000 | 0.69% | ||
| 23 | WELLS FARGO AND CO | 30,409 | 1,667,000 | 0.66% | ||
| 24 | WAL MART STORES INC | 19,298 | 1,657,000 | 0.66% | ||
| 25 | AMERICAN EXPRESS CO | 17,277 | 1,607,000 | 0.64% | ||
| 26 | INTERNATIONAL BUSINESS MACHINES CORP | 9,534 | 1,530,000 | 0.61% | ||
| 27 | COCA-COLA CO | 35,285 | 1,490,000 | 0.59% | ||
| 28 | MCDONALDS CORP | 15,860 | 1,486,000 | 0.59% | ||
| 29 | ISHARES RUSSELL 2000 INDEX | 12,351 | 1,477,000 | 0.59% | ||
| 30 | NEXTERA ENERGY INC | 12,920 | 1,373,000 | 0.55% | ||
| 31 | RYDEX ETF TRUST | 17,095 | 1,359,000 | 0.54% | ||
| 32 | ALTRIA GROUP INC | 27,273 | 1,344,000 | 0.54% | ||
| 33 | CONOCOPHILLIPS | 18,098 | 1,250,000 | 0.50% | ||
| 34 | ATANDT INC | 36,784 | 1,236,000 | 0.49% | ||
| 35 | 3M COMPANY | 7,482 | 1,229,000 | 0.49% | ||
| 36 | CHEVRON CORP | 9,976 | 1,119,000 | 0.45% | ||
| 37 | Welltower Inc. | 14,683 | 1,111,000 | 0.44% | ||
| 38 | E.I. DU PONT DE NEMOURS AND CO | 14,964 | 1,106,000 | 0.44% | ||
| 39 | Hewlett Packard | 27,567 | 1,106,000 | 0.44% | ||
| 40 | METTLER TOLEDO INTERNATIONAL | 3,652 | 1,105,000 | 0.44% | ||
| 41 | EXXON MOBIL CORP | 11,565 | 1,069,000 | 0.43% | ||
| 42 | TRAVELERS COMPANIES INC COM | 9,856 | 1,043,000 | 0.42% | ||
| 43 | RAYTHEON CO | 9,470 | 1,024,000 | 0.41% | ||
| 44 | GENUINE PARTS CO | 9,275 | 988,000 | 0.39% | ||
| 45 | PHILIP MORRIS INTERNATIONAL | 12,084 | 984,000 | 0.39% | ||
| 46 | BCE INC | 21,038 | 965,000 | 0.38% | ||
| 47 | HCP INC | 21,278 | 937,000 | 0.37% | ||
| 48 | ISHARES MSCI EAFE INDEX | 14,672 | 893,000 | 0.36% | ||
| 49 | KIMBERLY CLARK CORP | 7,469 | 863,000 | 0.34% | ||
| 50 | METLIFE INC | 15,903 | 860,000 | 0.34% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001468685-15-000001, filed 2015.02.05).
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.
