| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 453,381 | 59,121,000 | 25.33% | ||
| 2 | BERKSHIRE HATHAWAY INC DEL | 143 | 27,919,000 | 11.96% | ||
| 3 | VANGUARD SPECIALIZED FUNDS | 280,539 | 20,687,000 | 8.86% | ||
| 4 | ISHARES RUSSELL 1000 ETF | 175,382 | 18,775,000 | 8.04% | ||
| 5 | BARCLAYS BK PLC | 318,657 | 8,509,000 | 3.65% | ||
| 6 | JPMORGAN CHASE & CO | 87,275 | 5,321,000 | 2.28% | ||
| 7 | APPLE INC | 42,792 | 4,720,000 | 2.02% | ||
| 8 | CISCO SYS INC | 136,859 | 3,593,000 | 1.54% | ||
| 9 | MICROSOFT CORP | 81,189 | 3,593,000 | 1.54% | ||
| 10 | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 140,886 | 3,445,000 | 1.48% | ||
| 11 | GENERAL ELECTRIC CO | 125,801 | 3,173,000 | 1.36% | ||
| 12 | PROCTER AND GAMBLE CO | 42,622 | 3,066,000 | 1.31% | ||
| 13 | STARBUCKS CORP | 51,565 | 2,931,000 | 1.26% | ||
| 14 | INTEL CORP | 92,167 | 2,778,000 | 1.19% | ||
| 15 | ISHARES TR | 13,655 | 2,632,000 | 1.13% | ||
| 16 | DISNEY WALT CO | 24,838 | 2,538,000 | 1.09% | ||
| 17 | WELLS FARGO & CO NEW | 47,075 | 2,417,000 | 1.04% | ||
| 18 | PFIZER INC | 76,236 | 2,395,000 | 1.03% | ||
| 19 | LILLY ELI & CO | 27,035 | 2,263,000 | 0.97% | ||
| 20 | MERCK & CO INC | 43,675 | 2,157,000 | 0.92% | ||
| 21 | BRISTOL MYERS SQUIBB CO | 28,944 | 1,713,000 | 0.73% | ||
| 22 | MCDONALDS CORP | 16,986 | 1,674,000 | 0.72% | ||
| 23 | SCHWAB U.S. LARGE-CAP ETF | 36,272 | 1,660,000 | 0.71% | ||
| 24 | EXXON MOBIL CORP | 20,377 | 1,515,000 | 0.65% | ||
| 25 | JOHNSON & JOHNSON | 16,184 | 1,511,000 | 0.65% | ||
| 26 | COCA COLA CO | 36,257 | 1,455,000 | 0.62% | ||
| 27 | ALTRIA GROUP INC | 25,604 | 1,393,000 | 0.60% | ||
| 28 | INTERNATIONAL BUSINESS MACHS | 9,175 | 1,330,000 | 0.57% | ||
| 29 | AMERICAN EXPRESS CO | 17,884 | 1,326,000 | 0.57% | ||
| 30 | WAL-MART STORES INC | 19,876 | 1,289,000 | 0.55% | ||
| 31 | ISHARES TR | 11,786 | 1,287,000 | 0.55% | ||
| 32 | AT&T INC | 36,462 | 1,188,000 | 0.51% | ||
| 33 | NEXTERA ENERGY INC | 11,641 | 1,136,000 | 0.49% | ||
| 34 | METTLER-TOLEDO | 3,652 | 1,040,000 | 0.45% | ||
| 35 | RAYTHEON CO | 9,263 | 1,012,000 | 0.43% | ||
| 36 | 3M CO | 7,036 | 998,000 | 0.43% | ||
| 37 | WELLTOWER INC. | 14,719 | 997,000 | 0.43% | ||
| 38 | PHILIP MORRIS INTL INC | 12,153 | 964,000 | 0.41% | ||
| 39 | RYDEX ETF TRUST | 12,209 | 945,000 | 0.40% | ||
| 40 | ISHARES TR | 7,641 | 846,000 | 0.36% | ||
| 41 | BCE INC | 20,189 | 827,000 | 0.35% | ||
| 42 | CARDINAL HEALTH INC | 10,456 | 803,000 | 0.34% | ||
| 43 | KIMBERLY CLARK CORP | 7,310 | 797,000 | 0.34% | ||
| 44 | TRAVELERS COMPANIES INC | 7,951 | 791,000 | 0.34% | ||
| 45 | CONOCOPHILLIPS | 16,365 | 785,000 | 0.34% | ||
| 46 | UNILEVER N V | 19,339 | 777,000 | 0.33% | ||
| 47 | ISHARES TR | 13,367 | 766,000 | 0.33% | ||
| 48 | CHEVRON CORP NEW | 9,635 | 760,000 | 0.33% | ||
| 49 | HCP INC | 20,359 | 758,000 | 0.32% | ||
| 50 | Hewlett Packard Co | 29,443 | 754,000 | 0.32% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001468685-15-000005, filed 2015.11.12).
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.
