| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 163,278 | 21,559,000 | 8.54% | ||
| 2 | WINTHROP RLTY TR | 1,254,398 | 16,270,000 | 6.45% | ||
| 3 | APPLE INC | 112,304 | 11,821,000 | 4.68% | ||
| 4 | VANGUARD SCOTTSDALE FDS | 82,260 | 6,498,000 | 2.57% | ||
| 5 | BANK AMER CORP | 339,133 | 5,708,000 | 2.26% | ||
| 6 | MICROSOFT CORP | 81,893 | 4,543,000 | 1.80% | ||
| 7 | AMERICAN EXPRESS CO | 64,139 | 4,461,000 | 1.77% | ||
| 8 | WALGREENS BOOTS ALLIANCE INC | 43,280 | 3,686,000 | 1.46% | ||
| 9 | WAL-MART STORES INC | 59,331 | 3,637,000 | 1.44% | ||
| 10 | JOHNSON & JOHNSON | 34,940 | 3,589,000 | 1.42% | ||
| 11 | EXXON MOBIL CORP | 45,927 | 3,580,000 | 1.42% | ||
| 12 | MASTERCARD INCORPORATED | 36,150 | 3,520,000 | 1.39% | ||
| 13 | USG Corp | 136,749 | 3,322,000 | 1.32% | ||
| 14 | COCA COLA CO | 74,950 | 3,220,000 | 1.28% | ||
| 15 | DAVITA INC | 44,303 | 3,088,000 | 1.22% | ||
| 16 | JPMORGAN CHASE & CO | 45,932 | 3,033,000 | 1.20% | ||
| 17 | ALPHABET INC | 3,994 | 3,031,000 | 1.20% | ||
| 18 | DU PONT E I DE NEMOURS & CO | 43,028 | 2,866,000 | 1.14% | ||
| 19 | MERCURY GENL CORP NEW | 61,316 | 2,856,000 | 1.13% | ||
| 20 | FEDEX CORP | 19,133 | 2,851,000 | 1.13% | ||
| 21 | CHICAGO BRIDGE & IRON CO N V | 72,275 | 2,818,000 | 1.12% | ||
| 22 | CISCO SYS INC | 100,535 | 2,730,000 | 1.08% | ||
| 23 | ABBVIE INC | 40,663 | 2,409,000 | 0.95% | ||
| 24 | INTERNATIONAL BUSINESS MACHS | 17,395 | 2,394,000 | 0.95% | ||
| 25 | T Rowe Price Group Inc | 33,219 | 2,375,000 | 0.94% | ||
| 26 | CELGENE CORP | 19,768 | 2,367,000 | 0.94% | ||
| 27 | AMGEN INC | 14,426 | 2,342,000 | 0.93% | ||
| 28 | DIAGEO P L C | 21,350 | 2,329,000 | 0.92% | ||
| 29 | CARLISLE COS INC | 25,900 | 2,297,000 | 0.91% | ||
| 30 | LOEWS CORP | 59,740 | 2,294,000 | 0.91% | ||
| 31 | DISNEY WALT CO | 21,283 | 2,236,000 | 0.89% | ||
| 32 | POWERSHARES QQQ TRUST | 19,971 | 2,234,000 | 0.89% | ||
| 33 | VANGUARD INDEX FDS | 21,104 | 2,201,000 | 0.87% | ||
| 34 | PAYPAL HLDGS INC | 60,700 | 2,197,000 | 0.87% | ||
| 35 | NIKE INC | 33,850 | 2,116,000 | 0.84% | ||
| 36 | PROCTER AND GAMBLE CO | 26,301 | 2,089,000 | 0.83% | ||
| 37 | DANAHER CORP DEL | 22,212 | 2,063,000 | 0.82% | ||
| 38 | KRAFT HEINZ CO | 27,608 | 2,009,000 | 0.80% | ||
| 39 | GILEAD SCIENCES INC | 19,161 | 1,939,000 | 0.77% | ||
| 40 | GENERAL ELECTRIC CO | 58,241 | 1,814,000 | 0.72% | ||
| 41 | MCDONALDS CORP | 15,213 | 1,797,000 | 0.71% | ||
| 42 | ACE LTD | 15,363 | 1,795,000 | 0.71% | ||
| 43 | PFIZER INC | 55,471 | 1,791,000 | 0.71% | ||
| 44 | MERCK & CO INC | 32,719 | 1,728,000 | 0.68% | ||
| 45 | SCHWAB U.S. BROAD MARKET ETF | 34,181 | 1,676,000 | 0.66% | ||
| 46 | UNITED PARCEL SERVICE INC | 17,254 | 1,660,000 | 0.66% | ||
| 47 | PIMCO ETF TR | 17,757 | 1,627,000 | 0.64% | ||
| 48 | SPDR GLOBAL DOW ETF | 24,680 | 1,596,000 | 0.63% | ||
| 49 | 3M CO | 10,550 | 1,589,000 | 0.63% | ||
| 50 | SCHWAB US AGGREGATE BOND ETF | 29,870 | 1,538,000 | 0.61% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001476804-16-000011, filed 2016.02.11).
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.
