| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 201,920 | 29,171,000 | 10.31% | ||
| 2 | VANGUARD BD INDEX FDS | 98,098 | 8,254,000 | 2.92% | ||
| 3 | APPLE INC | 71,830 | 8,120,000 | 2.87% | ||
| 4 | VANGUARD SCOTTSDALE FDS | 89,482 | 7,208,000 | 2.55% | ||
| 5 | DISNEY WALT CO | 63,284 | 5,877,000 | 2.08% | ||
| 6 | ALPHABET INC | 7,005 | 5,445,000 | 1.92% | ||
| 7 | JOHNSON & JOHNSON | 44,480 | 5,254,000 | 1.86% | ||
| 8 | SELECT SECTOR SPDR TR | 72,402 | 5,112,000 | 1.81% | ||
| 9 | MICROSOFT CORP | 82,319 | 4,742,000 | 1.68% | ||
| 10 | FEDEX CORP | 22,758 | 3,975,000 | 1.40% | ||
| 11 | CATERPILLAR INC | 43,925 | 3,899,000 | 1.38% | ||
| 12 | BANK AMER CORP | 248,968 | 3,896,000 | 1.38% | ||
| 13 | WALGREENS BOOTS ALLIANCE INC | 47,300 | 3,813,000 | 1.35% | ||
| 14 | MASTERCARD INCORPORATED | 35,990 | 3,663,000 | 1.29% | ||
| 15 | WELLS FARGO & CO NEW | 79,188 | 3,506,000 | 1.24% | ||
| 16 | JPMORGAN CHASE & CO | 51,192 | 3,409,000 | 1.20% | ||
| 17 | AMERICAN EXPRESS CO | 51,806 | 3,318,000 | 1.17% | ||
| 18 | COCA COLA CO | 73,070 | 3,092,000 | 1.09% | ||
| 19 | DU PONT E I DE NEMOURS & CO | 42,768 | 2,864,000 | 1.01% | ||
| 20 | EXXON MOBIL CORP | 32,310 | 2,820,000 | 1.00% | ||
| 21 | VANGUARD INDEX FDS | 25,109 | 2,795,000 | 0.99% | ||
| 22 | POWERSHARES QQQ TRUST | 23,361 | 2,773,000 | 0.98% | ||
| 23 | USG Corp | 102,560 | 2,651,000 | 0.94% | ||
| 24 | CARLISLE COS INC | 25,600 | 2,626,000 | 0.93% | ||
| 25 | SCHWAB U.S. BROAD MARKET ETF | 49,294 | 2,579,000 | 0.91% | ||
| 26 | MCDONALDS CORP | 22,098 | 2,549,000 | 0.90% | ||
| 27 | PBF ENERGY INC | 110,640 | 2,505,000 | 0.89% | ||
| 28 | PROCTER AND GAMBLE CO | 27,876 | 2,502,000 | 0.88% | ||
| 29 | SCHWAB CHARLES CORP | 79,025 | 2,495,000 | 0.88% | ||
| 30 | LOEWS CORP | 60,440 | 2,487,000 | 0.88% | ||
| 31 | PAYPAL HLDGS INC | 60,400 | 2,475,000 | 0.87% | ||
| 32 | KRAFT HEINZ CO | 26,880 | 2,406,000 | 0.85% | ||
| 33 | ABBVIE INC | 37,776 | 2,383,000 | 0.84% | ||
| 34 | AMGEN INC | 14,272 | 2,381,000 | 0.84% | ||
| 35 | WAL-MART STORES INC | 31,711 | 2,287,000 | 0.81% | ||
| 36 | PHILLIPS 66 | 28,357 | 2,284,000 | 0.81% | ||
| 37 | SCHLUMBERGER LTD | 28,581 | 2,248,000 | 0.79% | ||
| 38 | GENERAL ELECTRIC CO | 74,957 | 2,220,000 | 0.78% | ||
| 39 | CELGENE CORP | 21,218 | 2,218,000 | 0.78% | ||
| 40 | SCHWAB U.S. REIT ETF | 47,796 | 2,038,000 | 0.72% | ||
| 41 | ANHEUSER BUSCH INBEV SA/NV | 15,445 | 2,030,000 | 0.72% | ||
| 42 | SCHWAB US AGGREGATE BOND ETF | 37,735 | 2,025,000 | 0.72% | ||
| 43 | UNITED TECHNOLOGIES CORP | 19,700 | 2,002,000 | 0.71% | ||
| 44 | MERCK & CO INC | 31,972 | 1,995,000 | 0.71% | ||
| 45 | DANAHER CORP DEL | 25,022 | 1,961,000 | 0.69% | ||
| 46 | UNITED PARCEL SERVICE INC | 16,999 | 1,859,000 | 0.66% | ||
| 47 | CHEVRON CORP NEW | 17,586 | 1,810,000 | 0.64% | ||
| 48 | 3M CO | 10,245 | 1,805,000 | 0.64% | ||
| 49 | SCHWAB US DIVIDEND EQUITY ETF | 42,252 | 1,788,000 | 0.63% | ||
| 50 | ISHARES TR | 47,343 | 1,773,000 | 0.63% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001476804-16-000017, filed 2016.11.14).
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.
