| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 145,590 | 24,267,000 | 7.53% | ||
| 2 | APPLE INC | 62,187 | 8,934,000 | 2.77% | ||
| 3 | DISNEY WALT CO | 64,030 | 7,260,000 | 2.25% | ||
| 4 | ALPHABET INC | 8,686 | 7,206,000 | 2.24% | ||
| 5 | VANGUARD SCOTTSDALE FDS | 89,625 | 7,147,000 | 2.22% | ||
| 6 | VANGUARD BD INDEX FDS | 72,655 | 5,891,000 | 1.83% | ||
| 7 | JOHNSON & JOHNSON | 45,907 | 5,718,000 | 1.78% | ||
| 8 | MICROSOFT CORP | 84,114 | 5,540,000 | 1.72% | ||
| 9 | BANK AMER CORP | 226,842 | 5,351,000 | 1.66% | ||
| 10 | ISHARES TR | 134,580 | 5,301,000 | 1.65% | ||
| 11 | JPMORGAN CHASE & CO | 56,100 | 4,928,000 | 1.53% | ||
| 12 | ISHARES TR | 41,940 | 4,569,000 | 1.42% | ||
| 13 | FEDEX CORP | 22,728 | 4,435,000 | 1.38% | ||
| 14 | MASTERCARD INCORPORATED | 36,555 | 4,111,000 | 1.28% | ||
| 15 | SELECT SECTOR SPDR TR | 54,699 | 3,823,000 | 1.19% | ||
| 16 | CITIGROUPINC | 60,620 | 3,626,000 | 1.13% | ||
| 17 | WALGREENS BOOTS ALLIANCE INC | 43,600 | 3,621,000 | 1.12% | ||
| 18 | DU PONT E I DE NEMOURS & CO | 42,668 | 3,428,000 | 1.06% | ||
| 19 | POWERSHARES QQQ TRUST | 24,301 | 3,217,000 | 1.00% | ||
| 20 | VANGUARD INDEX FDS | 26,094 | 3,166,000 | 0.98% | ||
| 21 | EXXON MOBIL CORP | 38,590 | 3,165,000 | 0.98% | ||
| 22 | SCHWAB U.S. BROAD MARKET ETF | 53,592 | 3,058,000 | 0.95% | ||
| 23 | COCA COLA CO | 71,570 | 3,037,000 | 0.94% | ||
| 24 | HOWARD HUGHES CORP | 25,580 | 2,999,000 | 0.93% | ||
| 25 | SCHWAB CHARLES CORP | 70,755 | 2,888,000 | 0.90% | ||
| 26 | CELGENE CORP | 21,978 | 2,735,000 | 0.85% | ||
| 27 | WELLS FARGO & CO NEW | 49,088 | 2,732,000 | 0.85% | ||
| 28 | UNITED TECHNOLOGIES CORP | 24,178 | 2,713,000 | 0.84% | ||
| 29 | SCHWAB U.S. REIT ETF | 66,243 | 2,701,000 | 0.84% | ||
| 30 | PROCTER AND GAMBLE CO | 29,765 | 2,674,000 | 0.83% | ||
| 31 | CATERPILLAR INC | 28,525 | 2,646,000 | 0.82% | ||
| 32 | MCDONALDS CORP | 20,216 | 2,620,000 | 0.81% | ||
| 33 | ISHARES GOLD TRUST | 217,835 | 2,616,000 | 0.81% | ||
| 34 | FACEBOOK INC | 18,239 | 2,591,000 | 0.80% | ||
| 35 | KRAFT HEINZ CO | 27,265 | 2,476,000 | 0.77% | ||
| 36 | WAL-MART STORES INC | 32,589 | 2,349,000 | 0.73% | ||
| 37 | AMAZON COM INC | 2,638 | 2,339,000 | 0.73% | ||
| 38 | INTERNATIONAL BUSINESS MACHS | 13,388 | 2,331,000 | 0.72% | ||
| 39 | PHILLIPS 66 | 29,187 | 2,312,000 | 0.72% | ||
| 40 | LOEWS CORP | 49,390 | 2,310,000 | 0.72% | ||
| 41 | PAYPAL HLDGS INC | 53,600 | 2,306,000 | 0.72% | ||
| 42 | SCHWAB US AGGREGATE BOND ETF | 43,498 | 2,253,000 | 0.70% | ||
| 43 | LYONDELLBASELL INDUSTRIES N | 24,610 | 2,244,000 | 0.70% | ||
| 44 | CARLISLE COS INC | 20,900 | 2,224,000 | 0.69% | ||
| 45 | MERCK & CO INC | 34,271 | 2,178,000 | 0.68% | ||
| 46 | DANAHER CORP DEL | 25,172 | 2,153,000 | 0.67% | ||
| 47 | GENERAL ELECTRIC CO | 72,177 | 2,151,000 | 0.67% | ||
| 48 | RESTAURANT BRANDS INTL INC | 38,114 | 2,124,000 | 0.66% | ||
| 49 | 3M CO | 10,879 | 2,081,000 | 0.65% | ||
| 50 | ISHARES TR | 17,302 | 2,040,000 | 0.63% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001476804-17-000004, filed 2017.05.11).
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.
