| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 204,415 | 29,529,000 | 21.22% | ||
| 2 | JOHNSON & JOHNSON | 38,481 | 4,545,000 | 3.27% | ||
| 3 | VANGUARD INDEX FDS | 34,912 | 3,886,000 | 2.79% | ||
| 4 | VANGUARD SPECIALIZED FUNDS | 43,658 | 3,662,000 | 2.63% | ||
| 5 | SCHWAB US DIVIDEND EQUITY ETF | 85,987 | 3,637,000 | 2.61% | ||
| 6 | STARBUCKS CORP | 59,138 | 3,209,000 | 2.31% | ||
| 7 | COSTCO WHSL CORP NEW | 20,374 | 3,107,000 | 2.23% | ||
| 8 | APPLE INC | 26,830 | 3,033,000 | 2.18% | ||
| 9 | EXXON MOBIL CORP | 32,308 | 2,813,000 | 2.02% | ||
| 10 | ARCH CAPITAL GROUP LTD SHS | 34,095 | 2,702,000 | 1.94% | ||
| 11 | COCA COLA CO | 60,762 | 2,571,000 | 1.85% | ||
| 12 | ALPHABET INC | 3,148 | 2,539,000 | 1.82% | ||
| 13 | PEPSICO INC | 22,097 | 2,403,000 | 1.73% | ||
| 14 | CVS HEALTH CORP | 26,096 | 2,329,000 | 1.67% | ||
| 15 | GENERAL ELECTRIC CO | 70,589 | 2,091,000 | 1.50% | ||
| 16 | WAL-MART STORES INC | 27,287 | 1,967,000 | 1.41% | ||
| 17 | VANGUARD BD INDEX FDS | 24,144 | 1,951,000 | 1.40% | ||
| 18 | BERKSHIRE HATHAWAY INC DEL | 9 | 1,946,000 | 1.40% | ||
| 19 | BROWN FORMAN CORP CL B | 40,247 | 1,908,000 | 1.37% | ||
| 20 | ALPHABET INC | 2,408 | 1,872,000 | 1.35% | ||
| 21 | PROCTER AND GAMBLE CO | 19,464 | 1,744,000 | 1.25% | ||
| 22 | AMAZON COM INC | 2,040 | 1,708,000 | 1.23% | ||
| 23 | ISHARES TR | 15,935 | 1,696,000 | 1.22% | ||
| 24 | VANGUARD BD INDEX FDS | 17,826 | 1,563,000 | 1.12% | ||
| 25 | AUTOMATIC DATA PROCESSING IN | 17,496 | 1,543,000 | 1.11% | ||
| 26 | UNION PAC CORP | 15,607 | 1,522,000 | 1.09% | ||
| 27 | UNITED PARCEL SERVICE INC | 13,895 | 1,519,000 | 1.09% | ||
| 28 | 3M CO | 8,467 | 1,491,000 | 1.07% | ||
| 29 | VANGUARD WHITEHALL FDS | 19,491 | 1,405,000 | 1.01% | ||
| 30 | DISNEY WALT CO | 15,008 | 1,394,000 | 1.00% | ||
| 31 | VORNADO RLTY TR | 13,549 | 1,369,000 | 0.98% | ||
| 32 | AMERICAN EXPRESS CO | 19,860 | 1,321,000 | 0.95% | ||
| 33 | INTEL CORP | 34,263 | 1,294,000 | 0.93% | ||
| 34 | FACEBOOK INC | 10,025 | 1,286,000 | 0.92% | ||
| 35 | MONDELEZ INTL INC | 28,483 | 1,250,000 | 0.90% | ||
| 36 | ISHARES | 23,400 | 990,000 | 0.71% | ||
| 37 | VERIZON COMMUNICATIONS INC | 18,998 | 988,000 | 0.71% | ||
| 38 | SELECT SECTOR SPDR TR | 16,992 | 983,000 | 0.71% | ||
| 39 | VANGUARD INTL EQUITY INDEX F | 15,877 | 966,000 | 0.69% | ||
| 40 | VANGUARD WORLD FDS | 7,106 | 964,000 | 0.69% | ||
| 41 | UNILEVER N V | 20,442 | 942,000 | 0.68% | ||
| 42 | WELLS FARGO & CO NEW | 21,278 | 941,000 | 0.68% | ||
| 43 | MCDONALDS CORP | 8,032 | 926,000 | 0.67% | ||
| 44 | WALGREENS BOOTS ALLIANCE INC | 11,308 | 912,000 | 0.66% | ||
| 45 | PUBLIC SVC ENTERPRISE GRP IN | 20,275 | 849,000 | 0.61% | ||
| 46 | STRYKER CORP | 7,125 | 829,000 | 0.60% | ||
| 47 | BANK NEW YORK MELLON CORP | 19,840 | 785,000 | 0.56% | ||
| 48 | MERCK & CO INC | 12,566 | 784,000 | 0.56% | ||
| 49 | PHILIP MORRIS INTL INC | 8,084 | 776,000 | 0.56% | ||
| 50 | DAVITA INC | 11,750 | 776,000 | 0.56% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004830, filed 2016.11.14).
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.
