| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 204,191 | 29,565,000 | 10.88% | ||
| 2 | VANGUARD SCOTTSDALE FDS | 110,247 | 8,912,000 | 3.28% | ||
| 3 | VANGUARD BD INDEX FDS | 83,210 | 7,015,000 | 2.58% | ||
| 4 | APPLE INC | 62,547 | 5,979,000 | 2.20% | ||
| 5 | JOHNSON & JOHNSON | 46,725 | 5,668,000 | 2.09% | ||
| 6 | DISNEY WALT CO | 51,333 | 5,021,000 | 1.85% | ||
| 7 | SELECT SECTOR SPDR TR | 73,436 | 5,011,000 | 1.84% | ||
| 8 | ALPHABET INC | 7,064 | 4,889,000 | 1.80% | ||
| 9 | MICROSOFT CORP | 83,602 | 4,278,000 | 1.57% | ||
| 10 | AMERICAN EXPRESS CO | 63,816 | 3,877,000 | 1.43% | ||
| 11 | WALGREENS BOOTS ALLIANCE INC | 42,780 | 3,562,000 | 1.31% | ||
| 12 | WELLS FARGO & CO NEW | 73,688 | 3,488,000 | 1.28% | ||
| 13 | CATERPILLAR INC | 44,415 | 3,367,000 | 1.24% | ||
| 14 | COCA COLA CO | 72,835 | 3,302,000 | 1.22% | ||
| 15 | WINTHROP RLTY TR | 369,449 | 3,247,000 | 1.19% | ||
| 16 | JPMORGAN CHASE & CO | 51,232 | 3,184,000 | 1.17% | ||
| 17 | MASTERCARD INCORPORATED | 35,800 | 3,153,000 | 1.16% | ||
| 18 | ISHARES TR | 27,000 | 3,076,000 | 1.13% | ||
| 19 | FEDEX CORP | 19,788 | 3,003,000 | 1.11% | ||
| 20 | CHICAGO BRIDGE & IRON CO N V | 85,145 | 2,949,000 | 1.09% | ||
| 21 | EXXON MOBIL CORP | 31,424 | 2,946,000 | 1.08% | ||
| 22 | PROCTER AND GAMBLE CO | 34,341 | 2,908,000 | 1.07% | ||
| 23 | USG Corp | 103,794 | 2,798,000 | 1.03% | ||
| 24 | DU PONT E I DE NEMOURS & CO | 42,938 | 2,782,000 | 1.02% | ||
| 25 | MCDONALDS CORP | 22,993 | 2,767,000 | 1.02% | ||
| 26 | CARLISLE COS INC | 25,600 | 2,705,000 | 1.00% | ||
| 27 | VANGUARD INDEX FDS | 24,516 | 2,627,000 | 0.97% | ||
| 28 | ISHARES TR | 21,382 | 2,624,000 | 0.97% | ||
| 29 | LOEWS CORP | 61,390 | 2,523,000 | 0.93% | ||
| 30 | POWERSHARES QQQ TRUST | 23,061 | 2,480,000 | 0.91% | ||
| 31 | KRAFT HEINZ CO | 27,258 | 2,412,000 | 0.89% | ||
| 32 | ABBVIE INC | 38,176 | 2,363,000 | 0.87% | ||
| 33 | DANAHER CORP DEL | 23,222 | 2,345,000 | 0.86% | ||
| 34 | PBF ENERGY INC | 96,840 | 2,303,000 | 0.85% | ||
| 35 | SCHWAB U.S. BROAD MARKET ETF | 45,575 | 2,292,000 | 0.84% | ||
| 36 | WAL-MART STORES INC | 31,266 | 2,283,000 | 0.84% | ||
| 37 | SCHLUMBERGER LTD | 28,746 | 2,273,000 | 0.84% | ||
| 38 | PAYPAL HLDGS INC | 60,200 | 2,198,000 | 0.81% | ||
| 39 | AMGEN INC | 14,202 | 2,161,000 | 0.80% | ||
| 40 | GENERAL ELECTRIC CO | 67,113 | 2,113,000 | 0.78% | ||
| 41 | CELGENE CORP | 21,068 | 2,078,000 | 0.76% | ||
| 42 | PHILLIPS 66 | 24,977 | 1,982,000 | 0.73% | ||
| 43 | NIKE INC | 33,955 | 1,874,000 | 0.69% | ||
| 44 | SCHWAB US AGGREGATE BOND ETF | 34,629 | 1,860,000 | 0.68% | ||
| 45 | UNITED PARCEL SERVICE INC | 17,134 | 1,846,000 | 0.68% | ||
| 46 | UNITED TECHNOLOGIES CORP | 17,960 | 1,842,000 | 0.68% | ||
| 47 | CHEVRON CORP NEW | 17,552 | 1,840,000 | 0.68% | ||
| 48 | 3M CO | 10,485 | 1,836,000 | 0.68% | ||
| 49 | MERCK & CO INC | 31,669 | 1,824,000 | 0.67% | ||
| 50 | PFIZER INC | 49,390 | 1,739,000 | 0.64% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001476804-16-000015, filed 2016.08.12).
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.
