| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 202,722 | 29,389,000 | 21.89% | ||
| 2 | JOHNSON & JOHNSON | 38,515 | 4,672,000 | 3.48% | ||
| 3 | VANGUARD SPECIALIZED FUNDS | 44,323 | 3,690,000 | 2.75% | ||
| 4 | VANGUARD INDEX FDS | 33,762 | 3,672,000 | 2.73% | ||
| 5 | SCHWAB US DIVIDEND EQUITY ETF | 83,881 | 3,476,000 | 2.59% | ||
| 6 | STARBUCKS CORP | 57,611 | 3,291,000 | 2.45% | ||
| 7 | COSTCO WHSL CORP NEW | 20,360 | 3,197,000 | 2.38% | ||
| 8 | EXXON MOBIL CORP | 32,248 | 3,023,000 | 2.25% | ||
| 9 | COCA COLA CO | 61,225 | 2,775,000 | 2.07% | ||
| 10 | ARCH CAPITAL GROUP LTD SHS | 34,625 | 2,493,000 | 1.86% | ||
| 11 | APPLE INC | 25,349 | 2,423,000 | 1.80% | ||
| 12 | PEPSICO INC | 22,112 | 2,342,000 | 1.74% | ||
| 13 | GENERAL ELECTRIC CO | 70,434 | 2,217,000 | 1.65% | ||
| 14 | ALPHABET INC | 3,118 | 2,197,000 | 1.64% | ||
| 15 | WAL-MART STORES INC | 27,506 | 2,009,000 | 1.50% | ||
| 16 | BROWN FORMAN CORP CL B | 20,104 | 2,006,000 | 1.49% | ||
| 17 | BERKSHIRE HATHAWAY INC DEL | 9 | 1,953,000 | 1.45% | ||
| 18 | CVS HEALTH CORP | 19,440 | 1,861,000 | 1.39% | ||
| 19 | PROCTER AND GAMBLE CO | 19,440 | 1,646,000 | 1.23% | ||
| 20 | ALPHABET INC | 2,348 | 1,625,000 | 1.21% | ||
| 21 | AUTOMATIC DATA PROCESSING IN | 17,666 | 1,623,000 | 1.21% | ||
| 22 | VANGUARD BD INDEX FDS | 19,584 | 1,587,000 | 1.18% | ||
| 23 | UNITED PARCEL SERVICE INC | 14,426 | 1,554,000 | 1.16% | ||
| 24 | 3M CO | 8,449 | 1,480,000 | 1.10% | ||
| 25 | VANGUARD WHITEHALL FDS | 20,641 | 1,475,000 | 1.10% | ||
| 26 | AMAZON COM INC | 2,030 | 1,453,000 | 1.08% | ||
| 27 | VANGUARD BD INDEX FDS | 16,359 | 1,441,000 | 1.07% | ||
| 28 | VORNADO RLTY TR | 14,149 | 1,416,000 | 1.05% | ||
| 29 | UNION PAC CORP | 15,895 | 1,386,000 | 1.03% | ||
| 30 | DISNEY WALT CO | 13,823 | 1,352,000 | 1.01% | ||
| 31 | MONDELEZ INTL INC | 28,453 | 1,295,000 | 0.96% | ||
| 32 | ISHARES TR | 11,210 | 1,281,000 | 0.95% | ||
| 33 | FACEBOOK INC | 10,075 | 1,151,000 | 0.86% | ||
| 34 | INTEL CORP | 34,157 | 1,120,000 | 0.83% | ||
| 35 | VERIZON COMMUNICATIONS INC | 19,537 | 1,091,000 | 0.81% | ||
| 36 | AMERICAN EXPRESS CO | 17,142 | 1,041,000 | 0.78% | ||
| 37 | PUBLIC SVC ENTERPRISE GRP IN | 21,659 | 1,010,000 | 0.75% | ||
| 38 | MCDONALDS CORP | 8,304 | 999,000 | 0.74% | ||
| 39 | WELLS FARGO & CO NEW | 20,223 | 962,000 | 0.72% | ||
| 40 | UNILEVER N V | 20,368 | 956,000 | 0.71% | ||
| 41 | WALGREENS BOOTS ALLIANCE INC | 11,205 | 933,000 | 0.69% | ||
| 42 | DAVITA INC | 12,050 | 932,000 | 0.69% | ||
| 43 | SELECT SECTOR SPDR TR | 16,994 | 924,000 | 0.69% | ||
| 44 | VANGUARD INTL EQUITY INDEX F | 15,777 | 916,000 | 0.68% | ||
| 45 | STRYKER CORP | 7,125 | 854,000 | 0.64% | ||
| 46 | WHOLE FOODS | 26,001 | 833,000 | 0.62% | ||
| 47 | PHILIP MORRIS INTL INC | 8,073 | 821,000 | 0.61% | ||
| 48 | CLOROX CO DEL | 5,817 | 805,000 | 0.60% | ||
| 49 | BANK NEW YORK MELLON CORP | 20,433 | 794,000 | 0.59% | ||
| 50 | GENERAL MLS INC | 11,130 | 793,000 | 0.59% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-003955, filed 2016.07.12).
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.
