| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 1,900 | 393,110,000 | 68.71% | ||
| 2 | BERKSHIRE HATHAWAY INC DEL | 138,574 | 19,143,000 | 3.35% | ||
| 3 | POWERSHARES N/C 6/4/18 46137V613 | 161,500 | 14,199,000 | 2.48% | ||
| 4 | POWERSHARES ETF TRUST | 132,050 | 12,417,000 | 2.17% | ||
| 5 | WISDOMTREE TR | 162,695 | 11,615,000 | 2.03% | ||
| 6 | VANGUARD INDEX FDS | 114,637 | 11,606,000 | 2.03% | ||
| 7 | ENTERPRISE PRODS PARTNERS L | 215,220 | 8,673,000 | 1.52% | ||
| 8 | POWERSHARES ETF TR II | 149,606 | 6,313,000 | 1.10% | ||
| 9 | BLACKROCK MUNIHLDNGS CALI QL | 354,536 | 5,045,000 | 0.88% | ||
| 10 | VANGUARD TAX-MANAGED FDS | 116,348 | 4,625,000 | 0.81% | ||
| 11 | WISDOMTREE TR | 92,497 | 4,621,000 | 0.81% | ||
| 12 | WISDOMTREE TR | 77,785 | 4,603,000 | 0.80% | ||
| 13 | POWERSHARES N/C 6/4/18 46138E354 | 109,099 | 3,815,000 | 0.67% | ||
| 14 | EXXON MOBIL CORP | 39,004 | 3,668,000 | 0.64% | ||
| 15 | WISDOMTREE TR | 78,760 | 3,640,000 | 0.64% | ||
| 16 | INVESCO CALIF VALUE MUN INC | 267,042 | 3,261,000 | 0.57% | ||
| 17 | POWERSHARES ETF TR II | 114,027 | 3,149,000 | 0.55% | ||
| 18 | NOVARTIS A G | 32,730 | 3,081,000 | 0.54% | ||
| 19 | POWERSHARES GLOBAL ETF FTSE RAFI EMERGING | 149,599 | 3,028,000 | 0.53% | ||
| 20 | VANGUARD INTL EQUITY INDEX F | 60,076 | 2,506,000 | 0.44% | ||
| 21 | WISDOMTREE TR | 44,056 | 2,105,000 | 0.37% | ||
| 22 | JOHNSON & JOHNSON | 18,453 | 1,967,000 | 0.34% | ||
| 23 | PEPSICO INC | 19,317 | 1,798,000 | 0.31% | ||
| 24 | PFIZER INC | 49,699 | 1,470,000 | 0.26% | ||
| 25 | VANGUARD INTL EQUITY INDEX F | 28,974 | 1,427,000 | 0.25% | ||
| 26 | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND | 30,179 | 1,346,000 | 0.24% | ||
| 27 | ACCESS MIDSTREAM PARTNERS LP | 20,250 | 1,289,000 | 0.23% | ||
| 28 | MCDONALDS CORP | 12,312 | 1,167,000 | 0.20% | ||
| 29 | INTERNATIONAL BUSINESS MACHS | 5,759 | 1,093,000 | 0.19% | ||
| 30 | SPDR S&P 500 ETF TR | 5,345 | 1,053,000 | 0.18% | ||
| 31 | AT&T INC | 29,321 | 1,033,000 | 0.18% | ||
| 32 | PROSHARES TR | 17,000 | 958,000 | 0.17% | ||
| 33 | DISNEY WALT CO | 9,155 | 815,000 | 0.14% | ||
| 34 | ISHARES TR | 20,454 | 808,000 | 0.14% | ||
| 35 | Walgreens | 12,982 | 769,000 | 0.13% | ||
| 36 | PNC FINL SVCS GROUP INC | 8,976 | 768,000 | 0.13% | ||
| 37 | COCA COLA CO | 17,642 | 753,000 | 0.13% | ||
| 38 | MERCK & CO INC | 12,395 | 735,000 | 0.13% | ||
| 39 | Mylan Inc | 14,406 | 655,000 | 0.11% | ||
| 40 | ISHARES TR | 15,471 | 643,000 | 0.11% | ||
| 41 | F N B CORP COM | 48,845 | 586,000 | 0.10% | ||
| 42 | ISHARES TR | 9,074 | 582,000 | 0.10% | ||
| 43 | FORD MTR CO DEL | 36,797 | 544,000 | 0.10% | ||
| 44 | ARCH CAPITAL GROUP LTD SHS | 9,261 | 507,000 | 0.09% | ||
| 45 | VERIZON COMMUNICATIONS INC | 9,939 | 497,000 | 0.09% | ||
| 46 | VIACOM CLASS B | 6,073 | 467,000 | 0.08% | ||
| 47 | ISHARES TR | 4,211 | 460,000 | 0.08% | ||
| 48 | SCHLUMBERGER LTD | 4,341 | 441,000 | 0.08% | ||
| 49 | GLAXOSMITHKLINE PLC | 11,288 | 437,000 | 0.08% | ||
| 50 | PROSHARES ULTRASHORT S&P 500 | 17,000 | 419,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001568068-14-000006, filed 2014.10.29).
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.
