| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 93,677 | 12,369,000 | 4.62% | ||
| 2 | ISHARES TR | 147,632 | 11,084,000 | 4.14% | ||
| 3 | ISHARES TR | 97,019 | 10,926,000 | 4.09% | ||
| 4 | ISHARES TR | 152,400 | 8,949,000 | 3.35% | ||
| 5 | SPDR GOLD TR | 81,008 | 8,219,000 | 3.07% | ||
| 6 | ISHARES TR | 134,885 | 7,529,000 | 2.82% | ||
| 7 | SPDR S&P 500 ETF TR | 36,773 | 7,497,000 | 2.80% | ||
| 8 | EXXON MOBIL CORP | 60,301 | 4,700,000 | 1.76% | ||
| 9 | WELLS FARGO & CO NEW | 79,594 | 4,327,000 | 1.62% | ||
| 10 | IMPRIMIS PHARMACEUTICALS INC | 622,744 | 4,316,000 | 1.61% | ||
| 11 | ISHARES TR | 34,970 | 4,217,000 | 1.58% | ||
| 12 | ALPS ETF TR | 334,182 | 4,027,000 | 1.51% | ||
| 13 | FIRST TR EXCHANGE TRADED FD | 199,353 | 4,023,000 | 1.50% | ||
| 14 | JPMORGAN CHASE & CO | 135,706 | 3,931,000 | 1.47% | ||
| 15 | ISHARES TR | 44,713 | 3,772,000 | 1.41% | ||
| 16 | ISHARES TR | 34,607 | 3,620,000 | 1.35% | ||
| 17 | ALTRIA GROUP INC | 61,666 | 3,590,000 | 1.34% | ||
| 18 | JPMORGAN CHASE & CO | 49,533 | 3,271,000 | 1.22% | ||
| 19 | UNITED TECHNOLOGIES CORP | 33,458 | 3,214,000 | 1.20% | ||
| 20 | MCDONALDS CORP | 26,780 | 3,164,000 | 1.18% | ||
| 21 | JOHNSON & JOHNSON | 30,029 | 3,085,000 | 1.15% | ||
| 22 | PROCTER AND GAMBLE CO | 38,357 | 3,046,000 | 1.14% | ||
| 23 | MICROSOFT CORP | 53,675 | 2,978,000 | 1.11% | ||
| 24 | SCANA | 48,272 | 2,920,000 | 1.09% | ||
| 25 | HARRIS CORP | 32,412 | 2,817,000 | 1.05% | ||
| 26 | VERIZON COMMUNICATIONS INC | 60,549 | 2,799,000 | 1.05% | ||
| 27 | KIMBERLY CLARK CORP | 21,914 | 2,790,000 | 1.04% | ||
| 28 | INTEL CORP | 80,932 | 2,788,000 | 1.04% | ||
| 29 | PAYCHEX INC | 52,487 | 2,776,000 | 1.04% | ||
| 30 | SOUTHERN CO | 59,029 | 2,762,000 | 1.03% | ||
| 31 | CHEVRON CORP NEW | 30,527 | 2,746,000 | 1.03% | ||
| 32 | COCA COLA CO | 63,757 | 2,739,000 | 1.02% | ||
| 33 | KELLOGG CO | 37,815 | 2,733,000 | 1.02% | ||
| 34 | EMERSON ELEC CO | 56,821 | 2,718,000 | 1.02% | ||
| 35 | ABBOTT LABS | 60,238 | 2,705,000 | 1.01% | ||
| 36 | SMUCKER J M CO | 21,901 | 2,701,000 | 1.01% | ||
| 37 | AT&T INC | 78,233 | 2,692,000 | 1.01% | ||
| 38 | WASTE MGMT INC DEL | 50,322 | 2,686,000 | 1.00% | ||
| 39 | PEPSICO INC | 26,795 | 2,677,000 | 1.00% | ||
| 40 | 3M CO | 17,612 | 2,653,000 | 0.99% | ||
| 41 | CLOROX CO DEL | 20,903 | 2,651,000 | 0.99% | ||
| 42 | NORFOLK SOUTHN CORP | 31,067 | 2,628,000 | 0.98% | ||
| 43 | ILLINOIS TOOL WKS INC | 28,351 | 2,628,000 | 0.98% | ||
| 44 | EVERSOURCE ENERGY | 51,165 | 2,613,000 | 0.98% | ||
| 45 | SYSCO CORP | 63,330 | 2,597,000 | 0.97% | ||
| 46 | NEXTERA ENERGY INC | 24,912 | 2,588,000 | 0.97% | ||
| 47 | GENERAL MLS INC | 44,693 | 2,577,000 | 0.96% | ||
| 48 | ENTERGY CORP NEW | 37,444 | 2,560,000 | 0.96% | ||
| 49 | AUTOMATIC DATA PROCESSING IN | 30,102 | 2,550,000 | 0.95% | ||
| 50 | LILLY ELI & CO | 30,143 | 2,540,000 | 0.95% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-16-100789, filed 2016.05.11).
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.
