| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 201,704 | 32,874,000 | 10.55% | ||
| 2 | APPLE INC | 71,766 | 8,312,000 | 2.67% | ||
| 3 | DISNEY WALT CO | 64,185 | 6,689,000 | 2.15% | ||
| 4 | VANGUARD SCOTTSDALE FDS | 83,316 | 6,613,000 | 2.12% | ||
| 5 | VANGUARD BD INDEX FDS | 76,980 | 6,219,000 | 2.00% | ||
| 6 | BANK AMER CORP | 249,048 | 5,504,000 | 1.77% | ||
| 7 | ALPHABET INC | 7,101 | 5,481,000 | 1.76% | ||
| 8 | JOHNSON & JOHNSON | 45,335 | 5,223,000 | 1.68% | ||
| 9 | MICROSOFT CORP | 83,189 | 5,169,000 | 1.66% | ||
| 10 | SELECT SECTOR SPDR TR | 64,573 | 4,864,000 | 1.56% | ||
| 11 | WELLS FARGO & CO NEW | 82,303 | 4,536,000 | 1.46% | ||
| 12 | JPMORGAN CHASE & CO | 51,192 | 4,417,000 | 1.42% | ||
| 13 | FEDEX CORP | 22,758 | 4,238,000 | 1.36% | ||
| 14 | AMERICAN EXPRESS CO | 55,581 | 4,117,000 | 1.32% | ||
| 15 | CATERPILLAR INC | 43,925 | 4,074,000 | 1.31% | ||
| 16 | WALGREENS BOOTS ALLIANCE INC | 46,800 | 3,873,000 | 1.24% | ||
| 17 | MASTERCARD INCORPORATED | 35,990 | 3,716,000 | 1.19% | ||
| 18 | EXXON MOBIL CORP | 35,910 | 3,241,000 | 1.04% | ||
| 19 | DU PONT E I DE NEMOURS & CO | 42,718 | 3,136,000 | 1.01% | ||
| 20 | COCA COLA CO | 75,250 | 3,120,000 | 1.00% | ||
| 21 | SCHWAB CHARLES CORP | 79,025 | 3,119,000 | 1.00% | ||
| 22 | VANGUARD INDEX FDS | 26,145 | 3,015,000 | 0.97% | ||
| 23 | POWERSHARES QQQ TRUST | 24,161 | 2,863,000 | 0.92% | ||
| 24 | LOEWS CORP | 60,340 | 2,826,000 | 0.91% | ||
| 25 | USG Corp | 96,110 | 2,776,000 | 0.89% | ||
| 26 | SCHWAB U.S. BROAD MARKET ETF | 50,855 | 2,755,000 | 0.88% | ||
| 27 | MCDONALDS CORP | 22,363 | 2,722,000 | 0.87% | ||
| 28 | CARLISLE COS INC | 24,600 | 2,713,000 | 0.87% | ||
| 29 | ISHARES TR | 24,040 | 2,601,000 | 0.83% | ||
| 30 | UNITED TECHNOLOGIES CORP | 23,375 | 2,562,000 | 0.82% | ||
| 31 | PBF ENERGY INC | 90,730 | 2,530,000 | 0.81% | ||
| 32 | PHILLIPS 66 | 28,987 | 2,505,000 | 0.80% | ||
| 33 | PROCTER AND GAMBLE CO | 29,381 | 2,470,000 | 0.79% | ||
| 34 | CELGENE CORP | 21,318 | 2,468,000 | 0.79% | ||
| 35 | GENERAL ELECTRIC CO | 76,472 | 2,417,000 | 0.78% | ||
| 36 | SCHLUMBERGER LTD | 28,601 | 2,401,000 | 0.77% | ||
| 37 | PAYPAL HLDGS INC | 60,000 | 2,368,000 | 0.76% | ||
| 38 | KRAFT HEINZ CO | 27,040 | 2,361,000 | 0.76% | ||
| 39 | WAL-MART STORES INC | 32,471 | 2,244,000 | 0.72% | ||
| 40 | ABBVIE INC | 34,576 | 2,165,000 | 0.69% | ||
| 41 | HOWARD HUGHES CORP | 18,855 | 2,151,000 | 0.69% | ||
| 42 | INTERNATIONAL BUSINESS MACHS | 12,923 | 2,145,000 | 0.69% | ||
| 43 | CHEVRON CORP NEW | 17,686 | 2,082,000 | 0.67% | ||
| 44 | ISHARES TR | 59,148 | 2,071,000 | 0.66% | ||
| 45 | SCHWAB US AGGREGATE BOND ETF | 39,765 | 2,048,000 | 0.66% | ||
| 46 | MERCK & CO INC | 34,371 | 2,023,000 | 0.65% | ||
| 47 | CITIGROUP INC | 33,925 | 2,016,000 | 0.65% | ||
| 48 | DANAHER CORP DEL | 25,172 | 1,959,000 | 0.63% | ||
| 49 | 3M CO | 10,879 | 1,943,000 | 0.62% | ||
| 50 | UNITED PARCEL SERVICE INC | 16,729 | 1,918,000 | 0.62% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001476804-17-000002, filed 2017.02.14).
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.
