| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY B | 111,787 | 18,219,000 | 4.87% | ||
| 2 | VANGUARD SCOTTSDALE FDS | 204,267 | 16,213,000 | 4.34% | ||
| 3 | SPDR SER TR | 139,555 | 11,940,000 | 3.19% | ||
| 4 | ISHARES TR | 95,896 | 10,363,000 | 2.77% | ||
| 5 | VANGUARD SPECIALIZED FUNDS | 117,780 | 10,032,000 | 2.68% | ||
| 6 | SCHWAB US DIVIDEND EQUITY ETF | 201,831 | 8,794,000 | 2.35% | ||
| 7 | VANGUARD INDEX FDS | 68,092 | 8,781,000 | 2.35% | ||
| 8 | DISNEY WALT CO | 74,449 | 7,759,000 | 2.08% | ||
| 9 | ISHARES TR | 76,197 | 7,421,000 | 1.99% | ||
| 10 | APPLE INC | 62,843 | 7,278,000 | 1.95% | ||
| 11 | VANGUARD TAX-MANAGED FDS | 184,409 | 6,738,000 | 1.80% | ||
| 12 | GENERAL ELECTRIC CO | 209,809 | 6,630,000 | 1.77% | ||
| 13 | EXXON MOBIL CORP | 72,473 | 6,541,000 | 1.75% | ||
| 14 | ILLINOIS TOOL WKS INC | 51,436 | 6,299,000 | 1.69% | ||
| 15 | VANGUARD INDEX FDS | 47,758 | 6,286,000 | 1.68% | ||
| 16 | VANGUARD INDEX FDS | 53,600 | 5,975,000 | 1.60% | ||
| 17 | AMGEN INC | 40,335 | 5,897,000 | 1.58% | ||
| 18 | BLACKROCK INC | 15,107 | 5,749,000 | 1.54% | ||
| 19 | THERMO FISHER SCIENTIFIC INC | 38,288 | 5,402,000 | 1.45% | ||
| 20 | 1/100 Berkshire Htwy Cla | 2,200 | 5,371,000 | 1.44% | ||
| 21 | ACCENTURE PLC IRELAND | 43,341 | 5,077,000 | 1.36% | ||
| 22 | VANGUARD INDEX FDS | 59,401 | 4,902,000 | 1.31% | ||
| 23 | JOHNSON & JOHNSON | 39,906 | 4,598,000 | 1.23% | ||
| 24 | 3M CO | 25,688 | 4,587,000 | 1.23% | ||
| 25 | ORACLE CORP | 117,416 | 4,515,000 | 1.21% | ||
| 26 | STRYKER CORP | 36,577 | 4,382,000 | 1.17% | ||
| 27 | ANHEUSER BUSCH CO INC | 41,221 | 4,346,000 | 1.16% | ||
| 28 | CHURCH & DWIGHT | 92,750 | 4,099,000 | 1.10% | ||
| 29 | PROCTER AND GAMBLE CO | 47,230 | 3,971,000 | 1.06% | ||
| 30 | MICROSOFT CORP | 62,879 | 3,907,000 | 1.05% | ||
| 31 | INTERNATIONAL BUSINESS MACHS | 22,128 | 3,673,000 | 0.98% | ||
| 32 | PACKAGING CORP AMER | 42,525 | 3,607,000 | 0.97% | ||
| 33 | WHOLE FOODS | 115,360 | 3,548,000 | 0.95% | ||
| 34 | ISHARES RUSSELL 2000 VALUE ETF | 28,658 | 3,409,000 | 0.91% | ||
| 35 | MID CAP SPDR TRUST | 10,938 | 3,300,000 | 0.88% | ||
| 36 | VANGUARD INDEX FDS | 35,286 | 3,282,000 | 0.88% | ||
| 37 | VANGUARD INTL EQUITY INDEX F | 73,297 | 3,238,000 | 0.87% | ||
| 38 | NOVARTIS A G | 43,966 | 3,202,000 | 0.86% | ||
| 39 | MCDONALDS CORP | 25,914 | 3,154,000 | 0.84% | ||
| 40 | V F CORP | 58,545 | 3,123,000 | 0.84% | ||
| 41 | SCHWAB U.S. REIT ETF | 75,770 | 3,110,000 | 0.83% | ||
| 42 | WELLS FARGO & CO NEW | 55,250 | 3,045,000 | 0.81% | ||
| 43 | INTEL CORP | 82,903 | 3,007,000 | 0.80% | ||
| 44 | ISHARES TR | 24,263 | 2,972,000 | 0.80% | ||
| 45 | Merck & Co., Inc. | 50,423 | 2,968,000 | 0.79% | ||
| 46 | VANGUARD INDEX FDS | 24,182 | 2,926,000 | 0.78% | ||
| 47 | MASTERCARD INCORPORATED | 28,196 | 2,911,000 | 0.78% | ||
| 48 | PRAXAIR INC | 24,527 | 2,874,000 | 0.77% | ||
| 49 | ISHARES TR | 24,808 | 2,779,000 | 0.74% | ||
| 50 | ABBVIE INC | 43,053 | 2,696,000 | 0.72% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001667102-17-000001, filed 2017.02.09).
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.
