| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 2,642 | 522,588,000 | 54.98% | ||
| 2 | VANGUARD INDEX FDS | 582,113 | 57,495,000 | 6.05% | ||
| 3 | VANGUARD INDEX FDS | 715,682 | 57,061,000 | 6.00% | ||
| 4 | BERKSHIRE HATHAWAY INC DEL | 381,292 | 50,346,000 | 5.30% | ||
| 5 | BANK AMER CORP | 2,349,168 | 39,536,000 | 4.16% | ||
| 6 | FLEXSHARES IBOXX 5 Yr DURATION TIPS ETF | 1,317,605 | 32,044,000 | 3.37% | ||
| 7 | COSTCO WHSL CORP NEW | 181,549 | 29,320,000 | 3.08% | ||
| 8 | ISHARES TR | 186,955 | 20,505,000 | 2.16% | ||
| 9 | EXXON MOBIL CORP | 245,624 | 19,146,000 | 2.01% | ||
| 10 | SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF | 370,995 | 11,427,000 | 1.20% | ||
| 11 | DAILY JOURNAL CORP | 41,331 | 8,349,000 | 0.88% | ||
| 12 | INTERNATIONAL BUSINESS MACHS | 51,194 | 7,045,000 | 0.74% | ||
| 13 | CHEVRON CORP NEW | 70,385 | 6,332,000 | 0.67% | ||
| 14 | FACEBOOK INC | 51,743 | 5,415,000 | 0.57% | ||
| 15 | SPDR S&P MIDCAP 400 ETF TR | 18,997 | 4,826,000 | 0.51% | ||
| 16 | ISHARES TR | 66,892 | 3,928,000 | 0.41% | ||
| 17 | APPLE INC | 31,106 | 3,274,000 | 0.34% | ||
| 18 | SPDR S&P 500 ETF TR | 15,503 | 3,161,000 | 0.33% | ||
| 19 | ISHARES TR | 27,560 | 3,104,000 | 0.33% | ||
| 20 | LIONS GATE ENTERTAINMENT ORD | 91,828 | 2,974,000 | 0.31% | ||
| 21 | VANGUARD INDEX FDS | 25,961 | 2,708,000 | 0.28% | ||
| 22 | GENERAL ELECTRIC CO | 72,833 | 2,269,000 | 0.24% | ||
| 23 | NORDSTROM INC | 45,110 | 2,247,000 | 0.24% | ||
| 24 | WELLS FARGO & CO NEW | 40,803 | 2,218,000 | 0.23% | ||
| 25 | AMAZON COM INC | 2,634 | 1,780,000 | 0.19% | ||
| 26 | VANGUARD INDEX FDS | 21,331 | 1,739,000 | 0.18% | ||
| 27 | APACHE CORP | 38,953 | 1,732,000 | 0.18% | ||
| 28 | ISHARES MSCI EAFE SMALL CAP IDX FD | 29,490 | 1,473,000 | 0.15% | ||
| 29 | FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF | 60,600 | 1,465,000 | 0.15% | ||
| 30 | COCA COLA CO | 32,893 | 1,413,000 | 0.15% | ||
| 31 | VANGUARD INDEX FDS | 7,540 | 1,409,000 | 0.15% | ||
| 32 | MICROSOFT CORP | 25,370 | 1,408,000 | 0.15% | ||
| 33 | AMERICAN EXPRESS CO | 19,250 | 1,339,000 | 0.14% | ||
| 34 | PROCTER AND GAMBLE CO | 16,811 | 1,335,000 | 0.14% | ||
| 35 | VANGUARD INDEX FDS | 11,486 | 1,271,000 | 0.13% | ||
| 36 | POWERSHARES QQQ TRUST | 10,435 | 1,167,000 | 0.12% | ||
| 37 | ISHARES TR | 11,124 | 1,164,000 | 0.12% | ||
| 38 | JOHNSON & JOHNSON | 11,115 | 1,142,000 | 0.12% | ||
| 39 | SELECT SECTOR SPDR TR | 15,211 | 1,096,000 | 0.12% | ||
| 40 | DISNEY WALT CO | 10,205 | 1,072,000 | 0.11% | ||
| 41 | VANGUARD WORLD FDS | 7,364 | 979,000 | 0.10% | ||
| 42 | PFIZER INC | 28,704 | 927,000 | 0.10% | ||
| 43 | SELECT SECTOR SPDR TR | 21,653 | 927,000 | 0.10% | ||
| 44 | EXPEDIA INC DEL | 7,095 | 882,000 | 0.09% | ||
| 45 | DIAGEO P L C | 7,808 | 852,000 | 0.09% | ||
| 46 | BRISTOL MYERS SQUIBB CO | 11,460 | 788,000 | 0.08% | ||
| 47 | VANGUARD INDEX FDS | 6,421 | 771,000 | 0.08% | ||
| 48 | SELECT SECTOR SPDR TR | 30,829 | 735,000 | 0.08% | ||
| 49 | AT&T INC | 21,216 | 730,000 | 0.08% | ||
| 50 | ALPHABET INC | 915 | 712,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-002717, filed 2016.02.02).
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.
