| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 187,694 | 26,630,000 | 9.93% | ||
| 2 | APPLE INC | 110,770 | 12,073,000 | 4.50% | ||
| 3 | WINTHROP RLTY TR | 788,761 | 10,356,000 | 3.86% | ||
| 4 | VANGUARD SCOTTSDALE FDS | 78,660 | 6,295,000 | 2.35% | ||
| 5 | VANGUARD BD INDEX FDS | 66,485 | 5,505,000 | 2.05% | ||
| 6 | MICROSOFT CORP | 83,527 | 4,613,000 | 1.72% | ||
| 7 | AMERICAN EXPRESS CO | 65,191 | 4,003,000 | 1.49% | ||
| 8 | JOHNSON & JOHNSON | 34,216 | 3,702,000 | 1.38% | ||
| 9 | ISHARES RUSSELL 2000 VALUE ETF | 39,460 | 3,677,000 | 1.37% | ||
| 10 | WALGREENS BOOTS ALLIANCE INC | 43,280 | 3,646,000 | 1.36% | ||
| 11 | FEDEX CORP | 22,288 | 3,627,000 | 1.35% | ||
| 12 | USG Corp | 137,444 | 3,410,000 | 1.27% | ||
| 13 | MASTERCARD INCORPORATED | 36,000 | 3,402,000 | 1.27% | ||
| 14 | ALPHABET INC | 4,554 | 3,393,000 | 1.26% | ||
| 15 | CATERPILLAR INC | 44,330 | 3,393,000 | 1.26% | ||
| 16 | COCA COLA CO | 73,050 | 3,389,000 | 1.26% | ||
| 17 | DISNEY WALT CO | 32,088 | 3,187,000 | 1.19% | ||
| 18 | CHICAGO BRIDGE & IRON CO N V | 86,895 | 3,179,000 | 1.19% | ||
| 19 | INTERNATIONAL BUSINESS MACHS | 20,509 | 3,106,000 | 1.16% | ||
| 20 | JPMORGAN CHASE & CO | 51,182 | 3,031,000 | 1.13% | ||
| 21 | DAVITA INC | 41,053 | 3,012,000 | 1.12% | ||
| 22 | CISCO SYS INC | 100,510 | 2,862,000 | 1.07% | ||
| 23 | DU PONT E I DE NEMOURS & CO | 42,908 | 2,717,000 | 1.01% | ||
| 24 | ISHARES TR | 22,102 | 2,626,000 | 0.98% | ||
| 25 | EXXON MOBIL CORP | 31,262 | 2,613,000 | 0.97% | ||
| 26 | MCDONALDS CORP | 20,768 | 2,610,000 | 0.97% | ||
| 27 | CARLISLE COS INC | 25,900 | 2,577,000 | 0.96% | ||
| 28 | VANGUARD INDEX FDS | 24,219 | 2,539,000 | 0.95% | ||
| 29 | POWERSHARES QQQ TRUST | 23,061 | 2,518,000 | 0.94% | ||
| 30 | LOEWS CORP | 64,290 | 2,460,000 | 0.92% | ||
| 31 | T Rowe Price Group Inc | 32,619 | 2,396,000 | 0.89% | ||
| 32 | PAYPAL HLDGS INC | 60,500 | 2,335,000 | 0.87% | ||
| 33 | SELECT SECTOR SPDR TR | 35,496 | 2,197,000 | 0.82% | ||
| 34 | ABBVIE INC | 38,326 | 2,189,000 | 0.82% | ||
| 35 | PHILLIPS 66 | 25,077 | 2,171,000 | 0.81% | ||
| 36 | KRAFT HEINZ CO | 27,358 | 2,149,000 | 0.80% | ||
| 37 | WAL-MART STORES INC | 31,126 | 2,132,000 | 0.79% | ||
| 38 | SCHLUMBERGER LTD | 28,796 | 2,124,000 | 0.79% | ||
| 39 | AMGEN INC | 13,902 | 2,084,000 | 0.78% | ||
| 40 | NIKE INC | 33,790 | 2,077,000 | 0.77% | ||
| 41 | DANAHER CORP DEL | 21,712 | 2,060,000 | 0.77% | ||
| 42 | SCHWAB U.S. BROAD MARKET ETF | 40,899 | 2,016,000 | 0.75% | ||
| 43 | PROCTER AND GAMBLE CO | 24,316 | 2,001,000 | 0.75% | ||
| 44 | CELGENE CORP | 18,468 | 1,848,000 | 0.69% | ||
| 45 | UNITED PARCEL SERVICE INC | 17,134 | 1,807,000 | 0.67% | ||
| 46 | UNITED TECHNOLOGIES CORP | 17,960 | 1,798,000 | 0.67% | ||
| 47 | GENERAL ELECTRIC CO | 56,163 | 1,785,000 | 0.67% | ||
| 48 | 3M CO | 10,485 | 1,747,000 | 0.65% | ||
| 49 | GILEAD SCIENCES INC | 18,911 | 1,737,000 | 0.65% | ||
| 50 | SCHWAB US AGGREGATE BOND ETF | 32,779 | 1,731,000 | 0.65% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001476804-16-000013, filed 2016.05.12).
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.
