| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 92,491 | 13,392,000 | 4.66% | ||
| 2 | ISHARES TR | 100,511 | 11,557,000 | 4.02% | ||
| 3 | SPDR GOLD TR | 88,557 | 11,200,000 | 3.90% | ||
| 4 | ISHARES TR | 114,190 | 9,408,000 | 3.27% | ||
| 5 | ISHARES TR | 153,357 | 8,560,000 | 2.98% | ||
| 6 | ISHARES TR | 144,102 | 8,103,000 | 2.82% | ||
| 7 | SPDR S&P 500 ETF TR | 35,428 | 7,421,000 | 2.58% | ||
| 8 | EXXON MOBIL CORP | 64,682 | 6,063,000 | 2.11% | ||
| 9 | ISHARES TR | 33,617 | 4,669,000 | 1.62% | ||
| 10 | ALTRIA GROUP INC | 65,681 | 4,529,000 | 1.58% | ||
| 11 | WELLS FARGO & CO NEW | 92,837 | 4,394,000 | 1.53% | ||
| 12 | HERSHEY CO | 33,608 | 3,814,000 | 1.33% | ||
| 13 | UNITED TECHNOLOGIES CORP | 37,042 | 3,799,000 | 1.32% | ||
| 14 | JOHNSON & JOHNSON | 30,606 | 3,712,000 | 1.29% | ||
| 15 | SMUCKER J M CO | 23,917 | 3,645,000 | 1.27% | ||
| 16 | SCANA | 47,963 | 3,629,000 | 1.26% | ||
| 17 | JPMORGAN CHASE & CO | 57,922 | 3,599,000 | 1.25% | ||
| 18 | VERIZON COMMUNICATIONS INC | 63,828 | 3,564,000 | 1.24% | ||
| 19 | GENERAL MLS INC | 49,802 | 3,552,000 | 1.24% | ||
| 20 | PROCTER AND GAMBLE CO | 41,702 | 3,531,000 | 1.23% | ||
| 21 | WASTE MGMT INC DEL | 52,948 | 3,509,000 | 1.22% | ||
| 22 | PAYCHEX INC | 58,684 | 3,492,000 | 1.21% | ||
| 23 | AT&T INC | 80,682 | 3,486,000 | 1.21% | ||
| 24 | SOUTHERN CO | 64,080 | 3,437,000 | 1.20% | ||
| 25 | CHEVRON CORP NEW | 32,360 | 3,392,000 | 1.18% | ||
| 26 | 3M CO | 19,339 | 3,387,000 | 1.18% | ||
| 27 | EVERSOURCE ENERGY | 56,471 | 3,383,000 | 1.18% | ||
| 28 | MCDONALDS CORP | 28,096 | 3,381,000 | 1.18% | ||
| 29 | KELLOGG CO | 41,006 | 3,348,000 | 1.16% | ||
| 30 | NEXTERA ENERGY INC | 25,636 | 3,343,000 | 1.16% | ||
| 31 | MAGELLAN MIDSTREAM PRTNRS LP | 43,931 | 3,339,000 | 1.16% | ||
| 32 | KIMBERLY CLARK CORP | 24,286 | 3,339,000 | 1.16% | ||
| 33 | CLOROX CO DEL | 24,027 | 3,325,000 | 1.16% | ||
| 34 | PEPSICO INC | 31,248 | 3,310,000 | 1.15% | ||
| 35 | INTEL CORP | 99,778 | 3,273,000 | 1.14% | ||
| 36 | SYSCO CORP | 64,486 | 3,272,000 | 1.14% | ||
| 37 | AFLAC INC | 45,273 | 3,267,000 | 1.14% | ||
| 38 | ENTERGY CORP NEW | 40,137 | 3,265,000 | 1.14% | ||
| 39 | HARRIS CORP | 39,038 | 3,257,000 | 1.13% | ||
| 40 | LILLY ELI & CO | 41,343 | 3,256,000 | 1.13% | ||
| 41 | MICROSOFT CORP | 63,617 | 3,255,000 | 1.13% | ||
| 42 | AUTOMATIC DATA PROCESSING IN | 35,032 | 3,218,000 | 1.12% | ||
| 43 | GENUINE PARTS CO | 31,532 | 3,193,000 | 1.11% | ||
| 44 | COCA COLA CO | 70,422 | 3,192,000 | 1.11% | ||
| 45 | OCCIDENTAL PETE CORP DEL | 41,549 | 3,139,000 | 1.09% | ||
| 46 | NORFOLK SOUTHN CORP | 36,688 | 3,123,000 | 1.09% | ||
| 47 | CME GROUP INC | 32,017 | 3,118,000 | 1.08% | ||
| 48 | EMERSON ELEC CO | 59,621 | 3,110,000 | 1.08% | ||
| 49 | ISHARES TR | 36,228 | 3,091,000 | 1.08% | ||
| 50 | ISHARES TR | 28,773 | 3,052,000 | 1.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001144204-16-132707, filed 2016.11.09).
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.
