| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 201 | 327,928 | BRK-B, MSFT, AAPL, VTIP | 13F-HR | 5/9/2025 | 000101711525000002 |
| Q4 2024 | 208 | 336,952 | BRK-B, AAPL, MSFT, GOOG | 13F-HR | 2/7/2025 | 000101711525000001 |
| Q3 2024 | 209 | 345,683 | BRK-B, MSFT, AAPL, VTEB | 13F-HR | 11/14/2024 | 000101711524000004 |
| Q2 2024 | 205 | 331,578 | BRK-B, MSFT, AAPL, VTEB | 13F-HR | 8/14/2024 | 000101711524000003 |
| Q1 2024 | 209 | 333,916 | BRK-B, MSFT, AAPL, VTEB | 13F-HR | 5/9/2024 | 000101711524000002 |
| Q4 2023 | 206 | 321,184 | BRK-B, MSFT, AAPL, VTEB | 13F-HR | 2/12/2024 | 000101711524000001 |
| Q3 2023 | 198 | 302,672 | BRK-B, MSFT, AAPL, VTEB | 13F-HR | 11/13/2023 | 000101711523000004 |
| Q2 2023 | 200 | 312,549 | BRK-B, AAPL, MSFT, VTEB | 13F-HR | 8/14/2023 | 000101711523000003 |
| Q1 2023 | 199 | 299,192 | BRK-B, VTEB, AAPL, MSFT | 13F-HR | 5/8/2023 | 000101711523000002 |
| Q4 2022 | 194 | 288,038 | BRK-B, VTEB, AAPL, MSFT | 13F-HR | 2/13/2023 | 000101711523000001 |
| Q3 2022 | 184 | 279,769 | BRK-B, AAPL, VTEB, MSFT | 13F-HR | 11/7/2022 | 000101711522000004 |
| Q2 2022 | 190 | 300,402 | BRK-B, AAPL, MSFT, JNJ | 13F-HR | 8/11/2022 | 000101711522000003 |
| Q1 2022 | 202 | 347,101 | BRK-B, AAPL, MSFT, JNJ | 13F-HR | 5/2/2022 | 000101711522000002 |
| Q4 2021 | 207 | 380,290 | ABT, BRK-B, MSFT, ABBV | 13F-HR | 2/11/2022 | 000101711522000001 |
| Q3 2021 | 192 | 329,050 | BRK-B, MSFT, AAPL, ABT | 13F-HR | 11/12/2021 | 000101711521000004 |
| Q2 2021 | 196 | 334,229 | BRK-B, MSFT, AAPL, ABT | 13F-HR | 8/10/2021 | 000101711521000003 |
| Q1 2021 | 195 | 319,683 | BRK-B, AAPL, MSFT, ABT | 13F-HR | 5/6/2021 | 000101711521000002 |
| Q4 2020 | 184 | 305,935 | BRK-B, AAPL, MSFT, ABT | 13F-HR | 2/9/2021 | 000101711521000001 |
| Q3 2020 | 177 | 280,526 | BRK-B, AAPL, MSFT, ABT | 13F-HR | 11/6/2020 | 000101711520000004 |
| Q2 2020 | 169 | 255,541 | BRK-B, MSFT, AAPL, ABT | 13F-HR | 8/13/2020 | 000101711520000003 |
| Q1 2020 | 160 | 234,044 | BRK-B, MSFT, JNJ, ABT | 13F-HR | 5/11/2020 | 000101711520000002 |
| Q4 2019 | 175 | 261,998 | JNJ, MSFT, AAPL, ABT | 13F-HR | 2/13/2020 | 000101711520000001 |
| Q3 2019 | 141 | 163,353 | BRK-B, MSFT, JNJ, AAPL | 13F-HR | 11/8/2019 | 000101711519000007 |
| Q2 2019 | 141 | 163,895 | BRK-B, JNJ, MSFT, VPL | 13F-HR | 8/9/2019 | 000101711519000006 |
| Q1 2019 | 136 | 159,696 | BRK-B, JNJ, MSFT, VPL | 13F-HR | 5/14/2019 | 000101711519000005 |
| Q4 2018 | 124 | 141,746 | BRK-B, JNJ, MSFT, VPL | 13F-HR | 2/8/2019 | 000101711519000004 |
| Q3 2018 | 150 | 174,605 | BRK-B, JNJ, MSFT, VPL | 13F-HR | 11/9/2018 | 000101711518000005 |
| Q2 2018 | 153 | 163,851 | BRK-B, JNJ, WIW, VPL | 13F-HR | 8/10/2018 | 000101711518000004 |
| Q1 2018 | 148 | 161,865 | BRK-B, JNJ, VPL, WIW | 13F-HR | 5/8/2018 | 000101711518000002 |
| Q4 2017 | 147 | 163,543 | BRK-B, JNJ, VPL, MSFT | 13F-HR | 2/9/2018 | 000101711518000001 |
| Q3 2017 | 145 | 154,670 | BRK-B, JNJ, VPL, BAB | 13F-HR | 11/8/2017 | 000101711517000004 |
| Q2 2017 | 141 | 150,026 | BRK-B, JNJ, VPL, BAB | 13F-HR | 8/15/2017 | 000101711517000003 |
| Q1 2017 | 142 | 145,227 | BRK-B, JNJ, VPL, AAPL | 13F-HR | 5/15/2017 | 000101711517000002 |
| Q4 2016 | 144 | 143,414 | BRK-B, JNJ, VPL, PEP | 13F-HR | 2/9/2017 | 000101711517000001 |
| Q3 2016 | 139 | 139,209 | BRK-B, JNJ, VPL, PEP | 13F-HR | 11/8/2016 | 000101711516000008 |
| Q2 2016 | 135 | 131,874 | BRK-B, JNJ, VPL, PEP | 13F-HR | 7/28/2016 | 000101711516000007 |
| Q1 2016 | 139 | 132,106 | BRK.B, JNJ, VPL, PEP | 13F-HR | 5/6/2016 | 000101711516000006 |
| Q4 2015 | 134 | 132,215 | BRK.B, JNJ, VPL, PEP | 13F-HR | 2/11/2016 | 000101711516000005 |
| Q3 2015 | 129 | 128,080 | BRK.B, JNJ, VPL, PEP | 13F-HR | 10/23/2015 | 000101711515000004 |
| Q2 2015 | 136 | 142,971 | BRK.B, VPL, JNJ, AAPL | 13F-HR | 8/11/2015 | 000101711515000003 |
| Q1 2015 | 135 | 144,839 | BRK.B, VPL, JNJ, AAPL | 13F-HR | 5/7/2015 | 000101711515000002 |
| Q4 2014 | 141 | 149,930 | BRK.B, JNJ, VPL, SYK | 13F-HR | 2/9/2015 | 000101711515000001 |
| Q3 2014 | 135 | 144,480 | BRK.B, JNJ, VPL, RJI | 13F-HR | 11/4/2014 | 000101711514000004 |
| Q2 2014 | 137 | 147,531 | BRK.B, JNJ, VPL, RJI | 13F-HR | 8/5/2014 | 000101711514000003 |
| Q1 2014 | 137 | 144,824 | BRK.B, JNJ, VPL, RJI | 13F-HR | 5/7/2014 | 000101711514000002 |
| Q4 2013 | 133 | 144,334 | BRK.B, VPL, JNJ, RJI | 13F-HR | 2/6/2014 | 000101711514000001 |