| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 200,343 | 25,999,000 | 21.26% | ||
| 2 | COSTCO WHSL CORP NEW | 25,425 | 3,708,000 | 3.03% | ||
| 3 | JOHNSON & JOHNSON | 38,770 | 3,640,000 | 2.98% | ||
| 4 | STARBUCKS CORP | 58,881 | 3,416,000 | 2.79% | ||
| 5 | VANGUARD SPECIALIZED FUNDS | 41,258 | 3,075,000 | 2.51% | ||
| 6 | EXXON MOBIL CORP | 36,806 | 2,793,000 | 2.28% | ||
| 7 | ARCH CAPITAL GROUP LTD SHS | 37,650 | 2,791,000 | 2.28% | ||
| 8 | APPLE INC | 24,830 | 2,739,000 | 2.24% | ||
| 9 | COCA COLA CO | 63,550 | 2,564,000 | 2.10% | ||
| 10 | SCHWAB US DIVIDEND EQUITY ETF | 62,163 | 2,264,000 | 1.85% | ||
| 11 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 3,333 | 2,187,000 | 1.79% | ||
| 12 | PEPSICO INC | 23,159 | 2,180,000 | 1.78% | ||
| 13 | BROWN FORMAN CORP CL B | 20,233 | 2,013,000 | 1.65% | ||
| 14 | CVS HEALTH CORP | 18,852 | 1,860,000 | 1.52% | ||
| 15 | GENERAL ELECTRIC CO | 72,074 | 1,836,000 | 1.50% | ||
| 16 | WAL-MART STORES INC | 28,029 | 1,820,000 | 1.49% | ||
| 17 | BERKSHIRE HATHAWAY INC DEL | 9 | 1,760,000 | 1.44% | ||
| 18 | PROCTER AND GAMBLE CO | 23,252 | 1,682,000 | 1.38% | ||
| 19 | GOOGLE INC | 2,468 | 1,544,000 | 1.26% | ||
| 20 | AMERICAN EXPRESS CO | 20,233 | 1,504,000 | 1.23% | ||
| 21 | AUTOMATIC DATA PROCESSING IN | 18,320 | 1,488,000 | 1.22% | ||
| 22 | UNITED PARCEL SERVICE INC | 14,903 | 1,480,000 | 1.21% | ||
| 23 | VANGUARD INDEX FDS | 14,582 | 1,460,000 | 1.19% | ||
| 24 | VANGUARD BD INDEX FDS | 17,484 | 1,407,000 | 1.15% | ||
| 25 | DISNEY WALT CO | 12,874 | 1,325,000 | 1.08% | ||
| 26 | INTEL CORP | 42,195 | 1,286,000 | 1.05% | ||
| 27 | VORNADO RLTY TR | 13,570 | 1,243,000 | 1.02% | ||
| 28 | MONDELEZ INTL INC | 28,188 | 1,225,000 | 1.00% | ||
| 29 | VANGUARD BD INDEX FDS | 13,659 | 1,162,000 | 0.95% | ||
| 30 | VANGUARD WHITEHALL FDS | 17,583 | 1,111,000 | 0.91% | ||
| 31 | PUBLIC SVC ENTERPRISE GRP IN | 24,751 | 1,048,000 | 0.86% | ||
| 32 | VANGUARD INTL EQUITY INDEX F | 18,377 | 1,035,000 | 0.85% | ||
| 33 | WALGREENS BOOTS ALLIANCE INC | 11,755 | 1,019,000 | 0.83% | ||
| 34 | WELLS FARGO & CO NEW | 19,954 | 1,019,000 | 0.83% | ||
| 35 | AMAZON COM INC | 1,865 | 993,000 | 0.81% | ||
| 36 | WHOLE FOODS | 28,933 | 972,000 | 0.79% | ||
| 37 | SELECT SECTOR SPDR TR | 19,089 | 960,000 | 0.79% | ||
| 38 | FACEBOOK INC | 10,125 | 932,000 | 0.76% | ||
| 39 | UNION PAC CORP | 9,829 | 902,000 | 0.74% | ||
| 40 | BANK NEW YORK MELLON CORP | 22,363 | 873,000 | 0.71% | ||
| 41 | 3M CO | 5,827 | 831,000 | 0.68% | ||
| 42 | UNILEVER N V | 20,123 | 827,000 | 0.68% | ||
| 43 | DAVITA INC | 11,350 | 825,000 | 0.67% | ||
| 44 | VERIZON COMMUNICATIONS INC | 19,200 | 823,000 | 0.67% | ||
| 45 | MCDONALDS CORP | 8,092 | 808,000 | 0.66% | ||
| 46 | GENERAL MLS INC | 13,780 | 780,000 | 0.64% | ||
| 47 | INTERNATIONAL BUSINESS MACHS | 5,228 | 755,000 | 0.62% | ||
| 48 | PHILIP MORRIS INTL INC | 9,137 | 731,000 | 0.60% | ||
| 49 | VANGUARD INTL EQUITY INDEX F | 16,550 | 720,000 | 0.59% | ||
| 50 | UNITED GUARDIAN INC | 39,070 | 708,000 | 0.58% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-002035, filed 2015.10.19).
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.
