| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 29 | 174,659 | BRK-B, GOOG, MSFT, QVAL | 13F-HR | 4/19/2024 | 000127970824000004 |
| Q4 2023 | 28 | 162,538 | BRK-B, GOOG, MSFT, AAPL | 13F-HR | 2/13/2024 | 000127970824000002 |
| Q3 2023 | 31 | 152,234 | BRK-B, GOOG, AAPL, GLD | 13F-HR | 10/12/2023 | 000127970823000009 |
| Q2 2023 | 31 | 158,738 | BRK-B, AAPL, GOOG, MSFT | 13F-HR | 8/15/2023 | 000127970823000006 |
| Q1 2023 | 29 | 145,667 | BRK-B, GLD, AAPL, GOOG | 13F-HR | 4/12/2023 | 000127970823000004 |
| Q4 2022 | 28 | 133,086 | BRK-B, GLD, QVAL, AAPL | 13F-HR | 2/14/2023 | 000127970823000002 |
| Q3 2022 | 29 | 142,573 | BRK-B, GLD, AAPL, GOOG | 13F-HR | 11/15/2022 | 000127970822000008 |
| Q2 2022 | 32 | 150,829 | BRK-B, GLD, GOOG, MSFT | 13F-HR | 7/20/2022 | 000127970822000007 |
| Q1 2022 | 37 | 189,082 | BRK-B, GOOG, AAPL, GLD | 13F-HR | 4/27/2022 | 000127970822000004 |
| Q4 2021 | 45 | 201,152 | BRK-B, GOOG, AAPL, MSFT | 13F-HR | 2/15/2022 | 000127970822000002 |
| Q3 2021 | 42 | 189,151 | BRK-B, GOOG, GOOGL, GLD | 13F-HR | 11/15/2021 | 000127970821000007 |
| Q2 2021 | 42 | 185,460 | BRK-B, GOOG, AAPL, GLD | 13F-HR | 8/30/2021 | 000127970821000005 |
| Q1 2021 | 38 | 168,114 | BRK-B, GLD, GOOG, AAPL | 13F-HR | 4/12/2021 | 000127970821000004 |
| Q4 2020 | 39 | 151,009 | BRK-B, GLD, AAPL, MSFT | 13F-HR | 2/16/2021 | 000127970821000002 |
| Q3 2020 | 35 | 127,543 | BRK-B, GLD, AAPL, MSFT | 13F-HR | 11/10/2020 | 000127970820000012 |
| Q2 2020 | 36 | 128,038 | BRK-B, GLD, MSFT, GDX | 13F-HR | 7/17/2020 | 000127970820000006 |
| Q1 2020 | 30 | 106,023 | BRK-B, GLD, MSFT, GOOG | 13F-HR | 4/13/2020 | 000127970820000004 |
| Q4 2019 | 35 | 153,015 | BRK-B, GLD, MSFT, DIS | 13F-HR | 1/7/2020 | 000127970820000002 |
| Q3 2019 | 36 | 142,962 | BRK-B, GLD, MSFT, HHC | 13F-HR | 10/8/2019 | 000127970819000008 |
| Q2 2019 | 39 | 145,129 | BRK-B, GLD, DIS, MSFT | 13F-HR | 7/17/2019 | 000127970819000006 |
| Q1 2019 | 39 | 140,445 | BRK-B, CSCO, GLD, MSFT | 13F-HR | 4/10/2019 | 000127970819000004 |
| Q4 2018 | 37 | 128,659 | BRK-B, GLD, CSCO, SH | 13F-HR | 1/9/2019 | 000127970819000002 |
| Q3 2018 | 41 | 148,071 | BRK-B, CSCO, MSFT, HHC | 13F-HR | 10/10/2018 | 000127970818000008 |
| Q2 2018 | 40 | 135,859 | BRK-B, MSFT, HHC, CSCO | 13F-HR | 7/11/2018 | 000127970818000006 |
| Q1 2018 | 42 | 138,190 | BRK-B, MKL, MSFT, HHC | 13F-HR | 4/11/2018 | 000127970818000004 |
| Q4 2017 | 43 | 138,223 | BRK-B, BAC, MKL, ABBV | 13F-HR | 1/9/2018 | 000127970818000002 |
| Q3 2017 | 43 | 131,544 | BRK-B, MKL, ABBV, BAC | 13F-HR | 10/13/2017 | 000127970817000009 |
| Q2 2017 | 44 | 135,979 | BRK-B, FWONK, MSFT, MKL | 13F-HR | 7/12/2017 | 000127970817000007 |
| Q1 2017 | 47 | 132,893 | BRK-B, FWONK, MKL, MSFT | 13F-HR | 4/13/2017 | 000127970817000005 |
| Q4 2016 | 43 | 124,416 | BRK-B, BAC, FWONK, MSFT | 13F-HR | 1/23/2017 | 000127970817000003 |
| Q3 2016 | 43 | 124,853 | BRK-B, MKL, FWONK, GLD | 13F-HR | 10/20/2016 | 000127970816000024 |
| Q2 2016 | 43 | 117,714 | BRK-B, MKL, GLD, MDT | 13F-HR | 7/12/2016 | 000127970816000022 |
| Q1 2016 | 38 | 108,939 | BRK-B, MKL, MSFT, HHC | 13F-HR | 4/13/2016 | 000127970816000020 |
| Q4 2015 | 39 | 113,686 | BRK-B, MKL, AIG, BAC | 13F-HR | 1/21/2016 | 000127970816000018 |
| Q3 2015 | 36 | 127,280 | BRK-B, SH, MKL, AIG | 13F-HR | 10/15/2015 | 000127970815000007 |
| Q2 2015 | 39 | 142,970 | BRK-B, DXJ, HHC, MKL | NEW HOLDINGS | 12/7/2015 | 000127970815000016 |
| Q2 2015 | 39 | 143,074 | BRK-B, DXJ, HHC, MKL | 13F-HR | 7/15/2015 | 000127970815000006 |
| Q1 2015 | 37 | 139,988 | BRK-B, HHC, MDT, DXJ | NEW HOLDINGS | 12/7/2015 | 000127970815000015 |
| Q1 2015 | 32 | 133,148 | BRK-B, HHC, MDT, DXJ | 13F-HR | 4/17/2015 | 000127970815000004 |
| Q4 2014 | 36 | 140,669 | BRK-B, MSFT, AABA, MDT | NEW HOLDINGS | 12/7/2015 | 000127970815000014 |
| Q4 2014 | 31 | 134,060 | BRK-B, MSFT, AABA, MDT | 13F-HR | 1/16/2015 | 000127970815000002 |
| Q3 2014 | 36 | 137,804 | BRK-B, MSFT, HHC, DXJ | NEW HOLDINGS | 12/7/2015 | 000127970815000013 |
| Q3 2014 | 33 | 131,204 | BRK-B, MSFT, HHC, DXJ | 13F-HR | 10/30/2014 | 000127970814000008 |
| Q2 2014 | 37 | 139,361 | BRK-B, HHC, MSFT, GLW | NEW HOLDINGS | 12/7/2015 | 000127970815000012 |
| Q2 2014 | 35 | 136,692 | BRK-B, HHC, MSFT, GLW | 13F-HR | 7/16/2014 | 000127970814000006 |
| Q1 2014 | 34 | 133,215 | BRK-B, MSFT, HHC, AABA | NEW HOLDINGS | 12/7/2015 | 000127970815000011 |
| Q1 2014 | 32 | 130,016 | BRK-B, MSFT, HHC, AABA | 13F-HR | 4/22/2014 | 000127970814000004 |
| Q4 2013 | 33 | 134,165 | BRK-B, VOD, LHX, AABA | NEW HOLDINGS | 12/7/2015 | 000127970815000010 |
| Q4 2013 | 31 | 131,567 | BRK-B, VOD, LHX, AABA | 13F-HR | 1/10/2014 | 000127970814000002 |
| Q3 2013 | 35 | 128,455 | BRK-B, AIG, VOD, LHX | NEW HOLDINGS | 12/7/2015 | 000127970815000009 |