| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 95,153 | 15,508,000 | 11.93% | ||
| 2 | VANGUARD INDEX FDS | 88,915 | 10,254,000 | 7.89% | ||
| 3 | BANK AMER CORP | 6,327 | 7,382,000 | 5.68% | ||
| 4 | BLACKSTONE MTG TR INC | 241,785 | 7,270,000 | 5.59% | ||
| 5 | ISHARES TR | 109,842 | 6,725,000 | 5.17% | ||
| 6 | ENTERPRISE PRODS PARTNERS L | 207,645 | 5,615,000 | 4.32% | ||
| 7 | VANGUARD INDEX FDS | 42,919 | 5,193,000 | 4.00% | ||
| 8 | APPLE INC | 43,031 | 4,984,000 | 3.83% | ||
| 9 | VANGUARD INDEX FDS | 50,625 | 4,920,000 | 3.79% | ||
| 10 | WELLS FARGO & CO NEW | 87,465 | 4,820,000 | 3.71% | ||
| 11 | Huntington Bancshares Inc | 3,308 | 4,681,000 | 3.60% | ||
| 12 | WELLS FARGO & CO NEW | 3,927 | 4,673,000 | 3.60% | ||
| 13 | KINDER MORGAN INC DEL | 215,142 | 4,456,000 | 3.43% | ||
| 14 | VANGUARD WHITEHALL FDS | 58,000 | 4,395,000 | 3.38% | ||
| 15 | BLACKSTONE GROUP L P | 160,180 | 4,330,000 | 3.33% | ||
| 16 | MONMOUTH REAL ESTATE INVT CO | 276,451 | 4,213,000 | 3.24% | ||
| 17 | GOLAR LNG PARTNERS LP | 154,905 | 3,724,000 | 2.87% | ||
| 18 | PLAINS ALL AMERN PIPELINE L | 107,140 | 3,460,000 | 2.66% | ||
| 19 | SCHWAB US DIVIDEND EQUITY ETF | 71,455 | 3,113,000 | 2.40% | ||
| 20 | TRANSCANADA CORP | 66,000 | 2,980,000 | 2.29% | ||
| 21 | WILLIAMS COS INC DEL | 95,698 | 2,980,000 | 2.29% | ||
| 22 | BERKSHIRE HATHAWAY INC DEL | 12 | 2,929,000 | 2.25% | ||
| 23 | ENERGY TRANSFER PRTNRS L P | 75,950 | 2,720,000 | 2.09% | ||
| 24 | ENERGY TRANSFER L P | 136,100 | 2,628,000 | 2.02% | ||
| 25 | VANGUARD TAX-MANAGED FDS | 42,000 | 1,535,000 | 1.18% | ||
| 26 | ISHARES | 25,262 | 1,236,000 | 0.95% | ||
| 27 | VANGUARD SCOTTSDALE FDS | 14,162 | 1,124,000 | 0.86% | ||
| 28 | ENLINK MIDSTREAM PARTNERS LP | 58,500 | 1,078,000 | 0.83% | ||
| 29 | Parkway Properties Inc/Md | 30,340 | 675,000 | 0.52% | ||
| 30 | VANGUARD INTL EQUITY INDEX F | 10,180 | 364,000 | 0.28% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001580642-17-000727, filed 2017.02.06).
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.
