| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 338 | 1,798,498 | AAPL, GOOG, MSFT, VOO | 13F-HR | 11/10/2026 | 000147680426000012 |
| Q2 2026 | 349 | 1,828,934 | GOOG, AAPL, VOO, BRK-B | 13F-HR | 7/30/2026 | 000147680426000010 |
| Q1 2026 | 340 | 1,605,367 | AAPL, GOOG, BRK-B, VOO | 13F-HR | 5/8/2026 | 000147680426000005 |
| Q4 2025 | 331 | 1,625,668 | AAPL, GOOG, BRK-B, MSFT | 13F-HR | 2/9/2026 | 000147680426000003 |
| Q3 2025 | 336 | 1,581,808 | AAPL, BRK-B, MSFT, GOOG | 13F-HR | 11/12/2025 | 000147680425000013 |
| Q2 2025 | 324 | 1,496,116 | BRK-B, MSFT, VOO, AAPL | 13F-HR | 7/23/2025 | 000147680425000010 |
| Q1 2025 | 318 | 1,386,003 | BRK-B, AAPL, VOO, MSFT | 13F-HR | 5/6/2025 | 000147680425000004 |
| Q4 2024 | 332 | 1,432,271 | AAPL, BRK-B, MSFT, VOO | 13F-HR | 2/12/2025 | 000147680425000002 |
| Q3 2024 | 338 | 1,380,336 | BRK-B, AAPL, MSFT, VOO | 13F-HR | 11/14/2024 | 000147680424000013 |
| Q2 2024 | 316 | 1,269,680 | BRK-B, AAPL, MSFT, VOO | 13F-HR | 8/9/2024 | 000147680424000007 |
| Q1 2024 | 313 | 1,223,296 | BRK-B, MSFT, AAPL, VOO | 13F-HR | 5/6/2024 | 000147680424000005 |
| Q4 2023 | 302 | 1,084,693 | BRK-B, AAPL, MSFT, VOO | 13F-HR | 2/12/2024 | 000147680424000003 |
| Q3 2023 | 303 | 994,549 | BRK-B, AAPL, MSFT, GOOG | 13F-HR | 11/13/2023 | 000147680423000009 |
| Q2 2023 | 303 | 1,024,251 | AAPL, BRK-B, MSFT, GOOG | 13F-HR | 8/9/2023 | 000147680423000007 |
| Q1 2023 | 311 | 956,025 | BRK-B, AAPL, MSFT, GOOG | 13F-HR | 5/9/2023 | 000147680423000005 |
| Q4 2022 | 289 | 876,444 | BRK-B, AAPL, MSFT, GOOG | 13F-HR | 2/13/2023 | 000147680423000003 |
| Q3 2022 | 270 | 792,177 | BRK-B, AAPL, MSFT, GOOG | 13F-HR | 11/10/2022 | 000147680422000011 |
| Q2 2022 | 278 | 835,207 | BRK-B, AAPL, MSFT, GOOG | 13F-HR | 8/11/2022 | 000147680422000009 |
| Q1 2022 | 291 | 973,252 | BRK-B, AAPL, MSFT, GOOG | RESTATEMENT | 5/17/2022 | 000147680422000007 |
| Q4 2021 | 296 | 1,002,749 | AAPL, BRK-B, MSFT, GOOG | 13F-HR | 2/10/2022 | 000147680422000002 |
| Q3 2021 | 285 | 907,257 | AAPL, BRK-B, MSFT, VCSH | 13F-HR | 11/10/2021 | 000147680421000008 |
| Q2 2021 | 274 | 896,246 | BRK-B, AAPL, MSFT, VCSH | 13F-HR | 8/10/2021 | 000147680421000006 |
| Q1 2021 | 268 | 794,702 | BRK-B, AAPL, VCSH, MSFT | 13F-HR | 5/14/2021 | 000147680421000004 |
| Q4 2020 | 245 | 730,979 | AAPL, BRK-B, VCSH, MSFT | 13F-HR | 2/8/2021 | 000147680421000002 |
| Q3 2020 | 239 | 637,370 | AAPL, BRK-B, VCSH, MSFT | 13F-HR | 11/5/2020 | 000147680420000008 |
| Q2 2020 | 233 | 588,773 | AAPL, BRK-B, VCSH, MSFT | 13F-HR | 8/13/2020 | 000147680420000006 |
| Q1 2020 | 219 | 473,027 | BRK-B, SCHO, AAPL, MSFT | 13F-HR | 5/11/2020 | 000147680420000004 |
| Q4 2019 | 224 | 526,136 | BRK-B, AAPL, MSFT, SCHO | 13F-HR | 2/10/2020 | 000147680420000002 |
| Q3 2019 | 222 | 463,324 | BRK-B, AAPL, MSFT, SCHO | 13F-HR | 11/12/2019 | 000147680419000009 |
| Q2 2019 | 220 | 444,029 | BRK-B, MSFT, AAPL, SCHO | 13F-HR | 8/12/2019 | 000147680419000007 |
| Q1 2019 | 219 | 420,843 | BRK-B, AAPL, MSFT, GOOG | 13F-HR | 5/9/2019 | 000147680419000005 |
| Q4 2018 | 205 | 356,620 | BRK-B, AAPL, MSFT, GOOG | 13F-HR | 2/13/2019 | 000147680419000003 |
| Q3 2018 | 216 | 405,200 | BRK-B, AAPL, MSFT, GOOG | 13F-HR | 11/7/2018 | 000147680418000008 |
| Q2 2018 | 213 | 381,489 | BRK-B, AAPL, GOOG, MSFT | 13F-HR | 8/10/2018 | 000147680418000006 |
| Q1 2018 | 208 | 355,248 | BRK-B, AAPL, EEM, GOOG | 13F-HR | 5/14/2018 | 000147680418000004 |
| Q4 2017 | 227 | 387,175 | BRK-B, AAPL, GOOG, EEM | 13F-HR | 2/7/2018 | 000147680418000002 |
| Q3 2017 | 213 | 349,597 | BRK-B, GOOG, AAPL, EEM | RESTATEMENT | 11/13/2017 | 000147680417000009 |
| Q2 2017 | 215 | 342,797 | BRK-B, AAPL, GOOG, VCSH | 13F-HR | 8/11/2017 | 000147680417000006 |
| Q1 2017 | 197 | 322,127 | BRK-B, AAPL, DIS, GOOG | 13F-HR | 5/11/2017 | 000147680417000004 |
| Q4 2016 | 194 | 311,565 | BRK-B, AAPL, DIS, VCSH | 13F-HR | 2/14/2017 | 000147680417000002 |
| Q3 2016 | 184 | 282,976 | BRK-B, BND, AAPL, VCSH | 13F-HR | 11/14/2016 | 000147680416000017 |
| Q2 2016 | 172 | 271,717 | BRK-B, VCSH, BND, AAPL | 13F-HR | 8/12/2016 | 000147680416000015 |
| Q1 2016 | 174 | 268,268 | BRK-B, AAPL, FUR, VCSH | 13F-HR | 5/12/2016 | 000147680416000013 |
| Q4 2015 | 162 | 252,415 | BRK-B, FUR, AAPL, VCSH | 13F-HR | 2/11/2016 | 000147680416000011 |
| Q3 2015 | 156 | 233,192 | BRK-B, FUR, AAPL, BKLN | 13F-HR | 11/12/2015 | 000147680415000008 |
| Q2 2015 | 155 | 265,559 | FUR, BRK-B, AAPL, BKLN | 13F-HR | 8/14/2015 | 000147680415000006 |
| Q1 2015 | 150 | 252,748 | FUR, BRK-B, AAPL, DTV | 13F-HR | 5/15/2015 | 000147680415000004 |
| Q4 2014 | 148 | 243,620 | FUR, BRK-B, AAPL, BAC | 13F-HR | 2/13/2015 | 000147680415000002 |
| Q3 2014 | 128 | 222,403 | BRK-B, FUR, AAPL, BAC | 13F-HR | 11/14/2014 | 000147680414000008 |
| Q2 2014 | 150 | 247,336 | FUR, BRK-B, AAPL, BAC | 13F-HR | 8/8/2014 | 000147680414000006 |
| Q1 2014 | 125 | 205,908 | BRK-B, FUR, AAPL, BAC | 13F-HR | 4/30/2014 | 000147680414000004 |
| Q4 2013 | 129 | 218,160 | FUR, GOOGL, BRK-B, BAC | 13F-HR | 2/12/2014 | 000147680414000002 |