| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 428,284 | 58,294,000 | 23.81% | ||
| 2 | BERKSHIRE HATHAWAY INC DEL | 141 | 28,884,000 | 11.80% | ||
| 3 | VANGUARD SPECIALIZED FUNDS | 277,414 | 21,799,000 | 8.90% | ||
| 4 | ISHARES RUSSELL 1000 ETF | 175,793 | 20,399,000 | 8.33% | ||
| 5 | BARCLAYS BK PLC | 259,095 | 8,210,000 | 3.35% | ||
| 6 | JPMORGAN CHASE & CO | 85,978 | 5,826,000 | 2.38% | ||
| 7 | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 169,836 | 4,935,000 | 2.02% | ||
| 8 | APPLE INC | 39,094 | 4,903,000 | 2.00% | ||
| 9 | CISCO SYS INC | 138,637 | 3,807,000 | 1.56% | ||
| 10 | MICROSOFT CORP | 79,502 | 3,510,000 | 1.43% | ||
| 11 | PROCTER AND GAMBLE CO | 42,790 | 3,348,000 | 1.37% | ||
| 12 | GENERAL ELECTRIC CO | 125,542 | 3,336,000 | 1.36% | ||
| 13 | DISNEY WALT CO | 25,386 | 2,898,000 | 1.18% | ||
| 14 | ISHARES TR | 13,849 | 2,870,000 | 1.17% | ||
| 15 | INTEL CORP | 92,713 | 2,820,000 | 1.15% | ||
| 16 | STARBUCKS CORP | 51,607 | 2,767,000 | 1.13% | ||
| 17 | WELLS FARGO & CO NEW | 46,806 | 2,632,000 | 1.08% | ||
| 18 | MERCK & CO INC | 44,601 | 2,539,000 | 1.04% | ||
| 19 | PFIZER INC | 75,730 | 2,539,000 | 1.04% | ||
| 20 | LILLY ELI & CO | 27,040 | 2,258,000 | 0.92% | ||
| 21 | BRISTOL MYERS SQUIBB CO | 28,453 | 1,893,000 | 0.77% | ||
| 22 | SCHWAB U.S. LARGE-CAP ETF | 35,465 | 1,749,000 | 0.71% | ||
| 23 | MCDONALDS CORP | 16,916 | 1,608,000 | 0.66% | ||
| 24 | JOHNSON & JOHNSON | 16,205 | 1,579,000 | 0.64% | ||
| 25 | INTERNATIONAL BUSINESS MACHS | 9,161 | 1,490,000 | 0.61% | ||
| 26 | ISHARES TR | 11,845 | 1,479,000 | 0.60% | ||
| 27 | AMERICAN EXPRESS CO | 17,880 | 1,390,000 | 0.57% | ||
| 28 | COCA COLA CO | 35,273 | 1,384,000 | 0.57% | ||
| 29 | WAL-MART STORES INC | 19,189 | 1,361,000 | 0.56% | ||
| 30 | AT&T INC | 38,085 | 1,353,000 | 0.55% | ||
| 31 | ALTRIA GROUP INC | 25,919 | 1,268,000 | 0.52% | ||
| 32 | METTLER-TOLEDO | 3,652 | 1,247,000 | 0.51% | ||
| 33 | NEXTERA ENERGY INC | 11,841 | 1,161,000 | 0.47% | ||
| 34 | 3M CO | 7,091 | 1,094,000 | 0.45% | ||
| 35 | CONOCOPHILLIPS | 17,592 | 1,080,000 | 0.44% | ||
| 36 | EXXON MOBIL CORP | 12,502 | 1,040,000 | 0.42% | ||
| 37 | RYDEX ETF TRUST | 12,348 | 1,002,000 | 0.41% | ||
| 38 | WELLTOWER INC. | 14,999 | 984,000 | 0.40% | ||
| 39 | PHILIP MORRIS INTL INC | 12,258 | 983,000 | 0.40% | ||
| 40 | DU PONT E I DE NEMOURS & CO | 14,352 | 918,000 | 0.37% | ||
| 41 | CHEVRON CORP NEW | 9,365 | 903,000 | 0.37% | ||
| 42 | TRAVELERS COMPANIES INC | 9,317 | 901,000 | 0.37% | ||
| 43 | Hewlett Packard Co | 29,877 | 897,000 | 0.37% | ||
| 44 | RAYTHEON CO | 9,227 | 883,000 | 0.36% | ||
| 45 | CARDINAL HEALTH INC | 10,516 | 880,000 | 0.36% | ||
| 46 | BCE INC | 20,614 | 876,000 | 0.36% | ||
| 47 | METLIFE INC | 15,368 | 860,000 | 0.35% | ||
| 48 | ISHARES TR | 13,038 | 828,000 | 0.34% | ||
| 49 | UNILEVER N V | 19,752 | 826,000 | 0.34% | ||
| 50 | ISHARES TR | 7,293 | 817,000 | 0.33% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001468685-15-000003, filed 2015.08.11).
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.
