| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 207,837 | 28,283,000 | 21.59% | ||
| 2 | JOHNSON & JOHNSON | 39,228 | 3,823,000 | 2.92% | ||
| 3 | COSTCO WHSL CORP NEW | 25,703 | 3,471,000 | 2.65% | ||
| 4 | VANGUARD SPECIALIZED FUNDS | 42,408 | 3,333,000 | 2.54% | ||
| 5 | STARBUCKS CORP | 59,447 | 3,188,000 | 2.43% | ||
| 6 | APPLE INC | 24,507 | 3,074,000 | 2.35% | ||
| 7 | EXXON MOBIL CORP | 37,037 | 3,071,000 | 2.34% | ||
| 8 | COCA COLA CO | 66,061 | 2,592,000 | 1.98% | ||
| 9 | ARCH CAPITAL GROUP LTD SHS | 38,450 | 2,575,000 | 1.97% | ||
| 10 | BERKSHIRE HATHAWAY INC DEL | 12 | 2,458,000 | 1.88% | ||
| 11 | SCHWAB US DIVIDEND EQUITY ETF | 62,156 | 2,368,000 | 1.81% | ||
| 12 | PEPSICO INC | 23,197 | 2,165,000 | 1.65% | ||
| 13 | BROWN FORMAN CORP CL B | 20,202 | 2,023,000 | 1.54% | ||
| 14 | CVS HEALTH CORP | 19,044 | 1,997,000 | 1.52% | ||
| 15 | GENERAL ELECTRIC CO | 74,407 | 1,973,000 | 1.51% | ||
| 16 | WAL-MART STORES INC | 27,561 | 1,955,000 | 1.49% | ||
| 17 | PROCTER AND GAMBLE CO | 23,560 | 1,834,000 | 1.40% | ||
| 18 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 3,389 | 1,820,000 | 1.39% | ||
| 19 | AMERICAN EXPRESS CO | 20,330 | 1,580,000 | 1.21% | ||
| 20 | AUTOMATIC DATA PROCESSING IN | 18,468 | 1,481,000 | 1.13% | ||
| 21 | DISNEY WALT CO | 12,963 | 1,480,000 | 1.13% | ||
| 22 | UNITED PARCEL SERVICE INC | 14,878 | 1,442,000 | 1.10% | ||
| 23 | VANGUARD INDEX FDS | 13,222 | 1,415,000 | 1.08% | ||
| 24 | VANGUARD BD INDEX FDS | 17,484 | 1,402,000 | 1.07% | ||
| 25 | GOOGLE INC | 2,559 | 1,332,000 | 1.02% | ||
| 26 | VORNADO RLTY TR | 13,770 | 1,307,000 | 1.00% | ||
| 27 | INTEL CORP | 42,802 | 1,302,000 | 0.99% | ||
| 28 | VANGUARD WHITEHALL FDS | 17,783 | 1,197,000 | 0.91% | ||
| 29 | MONDELEZ INTL INC | 28,152 | 1,158,000 | 0.88% | ||
| 30 | WELLS FARGO & CO NEW | 20,599 | 1,158,000 | 0.88% | ||
| 31 | VANGUARD INTL EQUITY INDEX F | 18,193 | 1,119,000 | 0.85% | ||
| 32 | VANGUARD BD INDEX FDS | 13,009 | 1,092,000 | 0.83% | ||
| 33 | WHOLE FOODS | 27,005 | 1,065,000 | 0.81% | ||
| 34 | SELECT SECTOR SPDR TR | 19,439 | 1,051,000 | 0.80% | ||
| 35 | WALGREENS BOOTS ALLIANCE INC | 11,755 | 993,000 | 0.76% | ||
| 36 | PUBLIC SVC ENTERPRISE GRP IN | 24,751 | 972,000 | 0.74% | ||
| 37 | BANK NEW YORK MELLON CORP | 22,969 | 964,000 | 0.74% | ||
| 38 | FACEBOOK INC | 10,955 | 940,000 | 0.72% | ||
| 39 | DAVITA INC | 11,700 | 929,000 | 0.71% | ||
| 40 | 3M CO | 5,884 | 908,000 | 0.69% | ||
| 41 | GENERAL MLS INC | 16,698 | 908,000 | 0.69% | ||
| 42 | VERIZON COMMUNICATIONS INC | 19,313 | 901,000 | 0.69% | ||
| 43 | VANGUARD INTL EQUITY INDEX F | 18,100 | 878,000 | 0.67% | ||
| 44 | INTERNATIONAL BUSINESS MACHS | 5,374 | 874,000 | 0.67% | ||
| 45 | UNILEVER N V | 20,531 | 859,000 | 0.66% | ||
| 46 | AMAZON COM INC | 1,915 | 831,000 | 0.63% | ||
| 47 | DUNKIN BRANDS GROUP INC COM | 14,925 | 821,000 | 0.63% | ||
| 48 | UNITED GUARDIAN INC | 42,309 | 808,000 | 0.62% | ||
| 49 | MCDONALDS CORP | 8,572 | 805,000 | 0.61% | ||
| 50 | FLEETCOR TECH | 4,875 | 761,000 | 0.58% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-001539, filed 2015.07.30).
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.
