| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 276 | 392,481 | SRHQ, SRHR, SCHD, JPM | 13F-HR | 7/24/2026 | 000151277926000007 |
| Q1 2026 | 278 | 349,450 | SRHQ, SRHR, SCHD, JPM | 13F-HR | 4/29/2026 | 000151277926000005 |
| Q4 2025 | 293 | 347,286 | SRHQ, SRHR, SCHD, JPM | 13F-HR | 1/21/2026 | 000151277926000002 |
| Q3 2025 | 277 | 342,512 | SRHQ, SRHR, SCHD, JPM | 13F-HR | 10/17/2025 | 000151277925000012 |
| Q2 2025 | 268 | 328,814 | SRHQ, SRHR, SCHD, JPM | 13F-HR | 7/22/2025 | 000151277925000009 |
| Q1 2025 | 269 | 323,922 | SRHQ, SRHR, SCHD, JPM | 13F-HR | 5/5/2025 | 000151277925000006 |
| Q4 2024 | 281 | 337,110 | SRHQ, SRHR, SCHD, JPM | 13F-HR | 1/29/2025 | 000151277925000003 |
| Q3 2024 | 285 | 329,429 | SRHQ, SRHR, SCHD, JPM | 13F-HR | 11/1/2024 | 000151277924000010 |
| Q2 2024 | 290 | 298,726 | SRHQ, SRHR, SCHD, JPM | 13F-HR | 8/6/2024 | 000151277924000007 |
| Q1 2024 | 307 | 315,458 | SRHQ, SRHR, SCHD, JPM | 13F-HR | 4/26/2024 | 000151277924000005 |
| Q4 2023 | 298 | 286,410 | SRHQ, SRHR, SCHD, JPM | 13F-HR | 1/24/2024 | 000151277924000002 |
| Q3 2023 | 292 | 205,112 | SRHQ, SCHD, JPM, UTF | 13F-HR | 10/31/2023 | 000151277923000009 |
| Q2 2023 | 294 | 187,791 | SRHQ, UTF, JPM, SCHB | 13F-HR | 7/27/2023 | 000151277923000007 |
| Q1 2023 | 294 | 187,794 | SRHQ, UTF, JPM, SCHB | 13F-HR | 4/19/2023 | 000151277923000005 |
| Q4 2022 | 303 | 180,275 | SRHQ, UTF, JPM, SCHB | 13F-HR | 2/1/2023 | 000151277923000002 |
| Q3 2022 | 320 | 76,839 | UTF, JPM, SCHB, SCHD | 13F-HR | 10/17/2022 | 000151277922000009 |
| Q2 2022 | 304 | 81,108 | UTF, JPM, SCHB, BRK-A | 13F-HR | 7/26/2022 | 000151277922000007 |
| Q1 2022 | 310 | 90,144 | UTF, SCHB, JPM, BRK-A | 13F-HR | 4/27/2022 | 000151277922000005 |
| Q4 2021 | 312 | 88,038 | UTF, SCHB, JPM, SCHD | 13F-HR | 2/9/2022 | 000151277922000003 |
| Q3 2021 | 306 | 82,141 | UTF, JPM, SCHB, SCHD | 13F-HR | 10/26/2021 | 000151277921000008 |
| Q2 2021 | 302 | 80,272 | UTF, JPM, SCHB, SCHD | 13F-HR | 7/22/2021 | 000151277921000006 |
| Q1 2021 | 298 | 70,294 | UTF, JPM, SCHB, BRK-B | 13F-HR | 4/27/2021 | 000151277921000004 |
| Q4 2020 | 299 | 60,470 | UTF, JPM, SCHB, BRK-B | 13F-HR | 1/22/2021 | 000151277921000002 |
| Q3 2020 | 310 | 51,990 | UTF, JPM, SCHB, BRK-B | 13F-HR | 10/21/2020 | 000151277920000008 |
| Q2 2020 | 288 | 40,217 | UTF, JPM, SCHB, WMT | 13F-HR | 7/27/2020 | 000151277920000006 |
| Q1 2020 | 275 | 35,967 | UTF, JPM, BRK-B, WMT | 13F-HR | 4/29/2020 | 000151277920000004 |
| Q4 2019 | 264 | 31,155 | BRK-B, SCHB, SCHD, STEW | 13F-HR | 1/31/2020 | 000151277920000002 |
| Q3 2019 | 267 | 29,672 | BRK-B, SCHB, STEW, SCHD | 13F-HR | 10/25/2019 | 000151277919000008 |
| Q2 2019 | 273 | 29,321 | BRK-B, SCHB, STEW, SCHD | 13F-HR | 7/26/2019 | 000151277919000006 |
| Q1 2019 | 266 | 28,171 | BERKSHIRE HATHAWAY INC DEL, SCHB, STEW, SCHD | 13F-HR | 4/25/2019 | 000151277919000004 |
| Q4 2018 | 270 | 26,123 | BRK-B, STEW, SCHB, SCHD | 13F-HR | 1/22/2019 | 000151277919000002 |
| Q3 2018 | 292 | 29,205 | BRK-B, STEW, SCHB, SCHD | 13F-HR | 10/23/2018 | 000151277918000014 |
| Q2 2018 | 279 | 26,682 | BRK-B, STEW, SCHB, VIG | 13F-HR | 8/14/2018 | 000151277918000012 |
| Q1 2018 | 248 | 25,212 | BRK-B, STEW, SCHB, VIG | 13F-HR | 5/16/2018 | 000151277918000003 |
| Q4 2017 | 238 | 25,306 | BRK-B, STEW, SCHB, VIG | 13F-HR | 2/14/2018 | 000151277918000002 |
| Q3 2017 | 246 | 23,591 | BRK-B, STEW, VIG, WTW | 13F-HR | 11/14/2017 | 000151277917000023 |
| Q2 2017 | 222 | 20,990 | BRK-B, STEW, VIG, SCHP | 13F-HR | 8/14/2017 | 000151277917000014 |
| Q1 2017 | 224 | 21,421 | BRK-B, WTW, STEW, VIG | 13F-HR | 5/15/2017 | 000151277917000005 |
| Q4 2016 | 232 | 20,133 | BRK-B, WTW, STEW, VIG | 13F-HR | 2/14/2017 | 000151277917000003 |
| Q3 2016 | 233 | 19,166 | BRK-B, WTW, STEW, SO | 13F-HR | 11/14/2016 | 000151277916000045 |
| Q2 2016 | 230 | 18,794 | BRK-B, WTW, STEW, SO | 13F-HR | 8/15/2016 | 000151277916000039 |
| Q1 2016 | 247 | 18,144 | WTW, BRK-B, STEW, SO | 13F-HR | 5/16/2016 | 000151277916000035 |
| Q4 2015 | 250 | 17,011 | TW, BRK-B, STEW, SO | 13F-HR | 2/16/2016 | 000151277916000031 |
| Q3 2015 | 270 | 17,048 | TW, BRK-B, STEW, SO | 13F-HR | 11/16/2015 | 000151277915000026 |
| Q2 2015 | 259 | 15,855 | TW, BRK-B, STEW, VIG | 13F-HR | 8/14/2015 | 000151277915000014 |
| Q1 2015 | 260 | 15,135 | TW, BRK-B, STEW, VIG | 13F-HR | 5/15/2015 | 000151277915000005 |
| Q4 2014 | 263 | 14,685 | TW, BRK-B, VIG, WMT | 13F-HR | 2/11/2015 | 000151277915000001 |
| Q3 2014 | 255 | 12,976 | TW, BRK-B, IBM, WMT | 13F-HR | 11/14/2014 | 000151277914000007 |
| Q2 2014 | 151 | 12,701 | TW, BRK-B, BRK-A, IBM | 13F-HR | 8/14/2014 | 000151277914000006 |
| Q1 2014 | 147 | 12,500 | TW, BRK-B, BRK-A, IBM | 13F-HR | 5/15/2014 | 000151277914000004 |
| Q4 2013 | 152 | 10,157 | BRK-B, TW, BRK-A, IBM | 13F-HR | 2/14/2014 | 000151277914000002 |