| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 204,159 | 33,274,000 | 22.94% | ||
| 2 | JOHNSON & JOHNSON | 38,251 | 4,407,000 | 3.04% | ||
| 3 | VANGUARD INDEX FDS | 35,990 | 4,208,000 | 2.90% | ||
| 4 | SCHWAB US DIVIDEND EQUITY ETF | 85,202 | 3,712,000 | 2.56% | ||
| 5 | VANGUARD SPECIALIZED FUNDS | 42,965 | 3,661,000 | 2.52% | ||
| 6 | STARBUCKS CORP | 60,390 | 3,353,000 | 2.31% | ||
| 7 | COSTCO WHSL CORP NEW | 20,286 | 3,248,000 | 2.24% | ||
| 8 | APPLE INC | 26,955 | 3,122,000 | 2.15% | ||
| 9 | EXXON MOBIL CORP | 32,100 | 2,897,000 | 2.00% | ||
| 10 | ARCH CAPITAL GROUP LTD SHS | 32,795 | 2,830,000 | 1.95% | ||
| 11 | ALPHABET INC | 3,318 | 2,629,000 | 1.81% | ||
| 12 | COCA COLA CO | 58,271 | 2,416,000 | 1.67% | ||
| 13 | PEPSICO INC | 22,233 | 2,326,000 | 1.60% | ||
| 14 | BERKSHIRE HATHAWAY INC DEL | 9 | 2,197,000 | 1.51% | ||
| 15 | GENERAL ELECTRIC CO | 68,765 | 2,173,000 | 1.50% | ||
| 16 | CVS HEALTH CORP | 28,003 | 2,123,000 | 1.46% | ||
| 17 | ALPHABET INC | 2,620 | 2,022,000 | 1.39% | ||
| 18 | VANGUARD BD INDEX FDS | 24,460 | 1,999,000 | 1.38% | ||
| 19 | WAL-MART STORES INC | 26,295 | 1,818,000 | 1.25% | ||
| 20 | AUTOMATIC DATA PROCESSING IN | 17,527 | 1,801,000 | 1.24% | ||
| 21 | BROWN FORMAN CORP CL B | 40,063 | 1,800,000 | 1.24% | ||
| 22 | ISHARES TR | 16,964 | 1,779,000 | 1.23% | ||
| 23 | DISNEY WALT CO | 15,358 | 1,600,000 | 1.10% | ||
| 24 | UNION PAC CORP | 15,419 | 1,598,000 | 1.10% | ||
| 25 | UNITED PARCEL SERVICE INC | 13,616 | 1,561,000 | 1.08% | ||
| 26 | PROCTER AND GAMBLE CO | 18,416 | 1,549,000 | 1.07% | ||
| 27 | AMERICAN EXPRESS CO | 20,894 | 1,547,000 | 1.07% | ||
| 28 | AMAZON COM INC | 2,010 | 1,533,000 | 1.06% | ||
| 29 | 3M CO | 8,486 | 1,516,000 | 1.05% | ||
| 30 | VANGUARD BD INDEX FDS | 17,826 | 1,481,000 | 1.02% | ||
| 31 | VANGUARD WHITEHALL FDS | 18,741 | 1,420,000 | 0.98% | ||
| 32 | VORNADO RLTY TR | 12,661 | 1,321,000 | 0.91% | ||
| 33 | ISHARES | 31,784 | 1,289,000 | 0.89% | ||
| 34 | MONDELEZ INTL INC | 28,220 | 1,251,000 | 0.86% | ||
| 35 | INTEL CORP | 34,377 | 1,246,000 | 0.86% | ||
| 36 | VANGUARD WORLD FDS | 9,371 | 1,201,000 | 0.83% | ||
| 37 | FACEBOOK INC | 9,965 | 1,146,000 | 0.79% | ||
| 38 | WELLS FARGO & CO NEW | 19,658 | 1,083,000 | 0.75% | ||
| 39 | WALGREENS BOOTS ALLIANCE INC | 12,611 | 1,068,000 | 0.74% | ||
| 40 | VERIZON COMMUNICATIONS INC | 18,611 | 993,000 | 0.68% | ||
| 41 | SELECT SECTOR SPDR TR | 15,917 | 991,000 | 0.68% | ||
| 42 | NIKE INC | 19,305 | 981,000 | 0.68% | ||
| 43 | MCDONALDS CORP | 8,047 | 979,000 | 0.67% | ||
| 44 | VANGUARD INTL EQUITY INDEX F | 16,027 | 978,000 | 0.67% | ||
| 45 | BANK NEW YORK MELLON CORP | 19,197 | 909,000 | 0.63% | ||
| 46 | PUBLIC SVC ENTERPRISE GRP IN | 20,079 | 881,000 | 0.61% | ||
| 47 | STRYKER CORP | 7,125 | 854,000 | 0.59% | ||
| 48 | UNILEVER N V | 20,530 | 843,000 | 0.58% | ||
| 49 | HOME DEPOT INC | 5,778 | 775,000 | 0.53% | ||
| 50 | INTERNATIONAL BUSINESS MACHS | 4,666 | 774,000 | 0.53% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-000045, filed 2017.01.06).
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.
