Q2 2024
|
58 |
384,328 |
BRK-A, VXUS, USIG, VRTX
|
13F-HR
|
7/25/2024 |
000145528824000010 |
Q1 2024
|
68 |
388,147 |
BRK-A, VXUS, USIG, LIN
|
13F-HR
|
5/6/2024 |
000145528824000006 |
Q4 2023
|
58 |
362,527 |
BRK-A, VXUS, USIG, IEFA
|
13F-HR
|
1/31/2024 |
000145528824000003 |
Q3 2023
|
60 |
358,440 |
BRK-A, VXUS, USIG, WMT
|
13F-HR
|
11/2/2023 |
000145528823000007 |
Q2 2023
|
67 |
411,554 |
BRK-A, VXUS, USIG, PEP
|
13F-HR
|
8/1/2023 |
000145528823000006 |
Q1 2023
|
54 |
358,784 |
BRK-A, VXUS, V, ORCL
|
13F-HR
|
4/18/2023 |
000145528823000003 |
Q4 2022
|
54 |
348,402 |
BRK-A, VXUS, V, VRTX
|
13F-HR
|
1/20/2023 |
000145529023000003 |
Q3 2022
|
53 |
308,817 |
BRK-A, VXUS, VRTX, LOW
|
13F-HR
|
10/14/2022 |
000145528822000009 |
Q2 2022
|
54 |
330,096 |
BRK-A, VXUS, VRTX, V
|
13F-HR
|
7/12/2022 |
000145528822000006 |
Q1 2022
|
53 |
381,290 |
BRK-A, VXUS, VRSK, V
|
13F-HR
|
5/16/2022 |
000145528822000003 |
Q4 2021
|
52 |
385,638 |
VXUS, BRK-A, LOW, VRSK
|
13F-HR
|
2/1/2022 |
000145528822000002 |
Q3 2021
|
52 |
354,775 |
VXUS, BRK-A, V, IEFA
|
13F-HR
|
10/8/2021 |
000145528821000008 |
Q2 2021
|
50 |
358,536 |
VXUS, BRK-A, V, IEFA
|
13F-HR
|
8/2/2021 |
000145528821000007 |
Q1 2021
|
52 |
356,108 |
VXUS, V, BRK-A, ORCL
|
13F-HR
|
4/22/2021 |
000145528821000003 |
Q4 2020
|
48 |
318,742 |
VXUS, V, BRK-A, VRSK
|
13F-HR
|
2/10/2021 |
000145528821000001 |
Q3 2020
|
48 |
291,561 |
VXUS, V, BRK-A, PG
|
13F-HR
|
11/10/2020 |
000145528820000006 |
Q2 2020
|
47 |
267,949 |
VXUS, V, BRK-A, VRSK
|
13F-HR
|
7/24/2020 |
000145528820000004 |
Q1 2020
|
41 |
238,826 |
V, BRK-A, PG, WMT
|
13F-HR
|
5/12/2020 |
000145528820000003 |
Q4 2019
|
44 |
294,505 |
V, BRK-A, PG, PEP
|
13F-HR
|
2/7/2020 |
000145528820000002 |
Q3 2019
|
44 |
342,557 |
VANGUARD TOT I S INS, VANGUARD TSM IDX INST, V, BRK-A
|
13F-HR
|
11/21/2019 |
000145528819000007 |
Q2 2019
|
44 |
350,212 |
VANGUARD TOT I S INS, V, VANGUARD TSM IDX INST, BRK-A
|
13F-HR
|
8/1/2019 |
000145528819000005 |
Q1 2019
|
44 |
339,347 |
VANGUARD TOT INT ST IDX-INST, V, BRK-A, VRSK
|
13F-HR
|
4/22/2019 |
000145528819000003 |
Q4 2018
|
45 |
312,410 |
VANGUARD TOT INT ST IDX-INST, BRK-A, V, CME
|
13F-HR
|
2/13/2019 |
000145528819000001 |
Q3 2018
|
45 |
357,523 |
VANGUARD TOT INT ST IDX-INST, V, BRK-A, LOW
|
13F-HR
|
10/26/2018 |
000145528818000006 |
Q2 2018
|
45 |
337,471 |
VANGUARD TOT INT ST IDX-INST, V, BRK-A, CME
|
13F-HR
|
7/23/2018 |
000145528818000005 |
Q1 2018
|
42 |
334,686 |
BRK-A, V, CME, PEP
|
13F-HR
|
4/25/2018 |
000145528818000003 |
Q4 2017
|
41 |
335,342 |
BRK-A, V, CAT, PEP
|
13F-HR
|
1/12/2018 |
000145528818000002 |
Q3 2017
|
43 |
320,557 |
BRK-A, V, ORCL, PEP
|
13F-HR
|
11/3/2017 |
000145528817000008 |
Q2 2017
|
42 |
326,054 |
BRK-A, V, ORCL, PEP
|
13F-HR
|
8/8/2017 |
000145528817000006 |
Q1 2017
|
42 |
326,330 |
BRK-A, V, PEP, ORCL
|
13F-HR
|
4/14/2017 |
000145528817000004 |
Q4 2016
|
42 |
325,020 |
BRK-A, V, PEP, MMM
|
13F-HR
|
1/17/2017 |
000145528817000002 |
Q3 2016
|
42 |
322,716 |
BRK-A, V, PEP, PG
|
13F-HR
|
11/14/2016 |
000145528816000011 |
Q2 2016
|
45 |
329,733 |
BRK-A, SJM, PEP, V
|
13F-HR
|
7/27/2016 |
000145528816000008 |
Q1 2016
|
43 |
325,726 |
BRK-A, V, SJM, PEP
|
13F-HR
|
5/13/2016 |
000145528816000006 |
Q4 2015
|
44 |
321,421 |
BRK-A, PEP, V, MMM
|
13F-HR
|
1/15/2016 |
000145528816000005 |
Q3 2015
|
44 |
305,365 |
BRK-A, PEP, V, UNP
|
13F-HR
|
10/14/2015 |
000145528815000004 |
Q2 2015
|
43 |
332,036 |
BRK-A, PEP, V, UNP
|
13F-HR
|
7/24/2015 |
000145528815000003 |
Q1 2015
|
41 |
319,318 |
PEP, UNP, V, MMM
|
13F-HR
|
5/12/2015 |
000145528815000002 |
Q4 2014
|
44 |
371,765 |
BRK-A, UNP, PEP, V
|
13F-HR
|
1/30/2015 |
000145528815000001 |
Q3 2014
|
45 |
363,462 |
BRK-A, PEP, UNP, IBM
|
13F-HR
|
11/13/2014 |
000145528814000004 |
Q2 2014
|
45 |
365,802 |
BRK-A, PEP, SLB, UNP
|
13F-HR
|
7/22/2014 |
000145528814000003 |
Q1 2014
|
49 |
363,900 |
BRK-A, UNP, PEP, IBM
|
13F-HR
|
5/2/2014 |
000145528814000002 |
Q4 2013
|
49 |
377,963 |
BRK-A, PEP, UNP, MMM
|
13F-HR
|
1/21/2014 |
000145528814000001 |