| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 795 | 2,804,965 | VOO, VO, BRK-B, NVDA | 13F-HR | 10/28/2024 | 000156352524000007 |
| Q2 2024 | 743 | 2,585,654 | VOO, VO, BRK-B, DFUS | 13F-HR | 7/31/2024 | 000156352524000003 |
| Q1 2024 | 732 | 2,352,414 | VOO, VO, BRK-B, IJH | 13F-HR | 4/25/2024 | 000156352524000002 |
| Q4 2023 | 701 | 2,162,861 | VOO, VO, BRK-B, IJH | 13F-HR | 2/23/2024 | 000156352524000001 |
| Q3 2023 | 657 | 1,854,449 | VOO, BRK-B, VO, EPD | 13F-HR | 10/26/2023 | 000156352523000004 |
| Q2 2023 | 683 | 1,923,275 | VOO, BRK-B, VO, IJH | 13F-HR | 8/7/2023 | 000156352523000003 |
| Q1 2023 | 664 | 1,713,795 | VOO, BRK-B, VO, EPD | 13F-HR | 4/26/2023 | 000156352523000002 |
| Q4 2022 | 641 | 1,633,164 | VOO, VO, BRK-B, IJH | 13F-HR | 2/9/2023 | 000156352523000001 |
| Q3 2022 | 585 | 1,400,968 | VOO, BRK-B, VO, IJH | 13F-HR | 11/9/2022 | 000156352522000004 |
| Q2 2022 | 593 | 1,381,250 | VOO, VO, BRK-B, EPD | 13F-HR | 8/4/2022 | 000156352522000003 |
| Q1 2022 | 563 | 1,309,838 | VOO, BRK-B, VO, EPD | 13F-HR | 5/19/2022 | 000156352522000002 |
| Q4 2021 | 568 | 1,410,914 | VOO, BRK-B, VO, IJH | 13F-HR | 2/15/2022 | 000156352522000001 |
| Q3 2021 | 584 | 1,426,611 | VOO, VO, BRK-B, IJH | 13F-HR | 11/12/2021 | 000156352521000005 |
| Q2 2021 | 533 | 1,345,551 | VOO, VO, BRK-B, IJH | RESTATEMENT | 8/2/2021 | 000156352521000004 |
| Q1 2021 | 520 | 1,212,054 | VOO, BRK-B, VO, IJH | 13F-HR | 4/27/2021 | 000156352521000002 |
| Q4 2020 | 469 | 1,054,608 | VOO, VGSH, BRK-B, VO | 13F-HR | 1/27/2021 | 000156352521000001 |
| Q3 2020 | 414 | 844,370 | VGSH, VOO, BRK-B, VO | 13F-HR | 11/6/2020 | 000156352520000006 |
| Q2 2020 | 386 | 800,183 | VGSH, VOO, BRK-B, VO | 13F-HR | 7/31/2020 | 000156352520000004 |
| Q1 2020 | 355 | 647,671 | BRK-B, VOO, VO, IWS | 13F-HR | 4/22/2020 | 000156352520000002 |
| Q4 2019 | 365 | 812,638 | BRK-B, EPD, IWS, IJH | 13F-HR | 1/24/2020 | 000156352520000001 |
| Q3 2019 | 334 | 710,027 | BRK-B, EPD, IWS, IJH | 13F-HR | 10/31/2019 | 000156352519000004 |
| Q2 2019 | 320 | 697,247 | EPD, IWS, BRK-B, IJH | 13F-HR | 7/24/2019 | 000156352519000003 |
| Q1 2019 | 313 | 675,714 | BRK-B, EPD, IWS, IJH | 13F-HR | 4/22/2019 | 000156352519000002 |
| Q4 2018 | 316 | 674,003 | BRK-B, EPD, IWS, IJH | 13F-HR | 1/11/2019 | 000156352519000001 |
| Q3 2018 | 1,082 | 671,780 | BRK-B, EPD, IWS, VOO | 13F-HR | 11/5/2018 | 000156352518000007 |
| Q2 2018 | 966 | 644,250 | BRK-B, IWS, EPD, IJH | 13F-HR | 8/31/2018 | 000156352518000006 |
| Q1 2018 | 935 | 583,223 | BRK-B, IWS, EPD, IJH | 13F-HR | 4/27/2018 | 000156352518000002 |
| Q4 2017 | 880 | 611,538 | BRK-B, IWS, EPD, IJH | 13F-HR | 3/28/2018 | 000156352518000001 |
| Q3 2017 | 966 | 585,700 | BRK-B, EPD, IWS, IJH | 13F-HR | 11/22/2017 | 000156352517000003 |
| Q2 2017 | 658 | 383,270 | IWV, BRK-B, EPD, SPY | 13F-HR | 7/31/2017 | 000156352517000002 |
| Q1 2017 | 552 | 353,241 | EPD, IWS, IJH, BIP | 13F-HR | 5/11/2017 | 000114420417026263 |
| Q4 2016 | 546 | 274,367 | EPD, IJH, IWS, MMP | 13F-HR | 2/10/2017 | 000114420417007261 |
| Q3 2016 | 507 | 251,754 | EPD, IJH, KMI, IWS | 13F-HR | 11/14/2016 | 000114420416133993 |
| Q2 2016 | 454 | 207,681 | EPD, IJH, MMP, IWS | 13F-HR | 8/8/2016 | 000114420416117216 |
| Q1 2016 | 440 | 193,000 | EPD, IJH, MMP, KMI | 13F-HR | 4/26/2016 | 000114420416096314 |
| Q4 2015 | 499 | 209,552 | EPD, IJH, MMP, SPY | 13F-HR | 2/16/2016 | 000114420416082037 |
| Q3 2015 | 449 | 179,337 | KMI, EPD, IJH, ETP | 13F-HR | 10/30/2015 | 000114420415061779 |
| Q2 2015 | 484 | 219,873 | KMI, EPD, IJH, ETP | 13F-HR | 8/11/2015 | 000114420415047984 |
| Q1 2015 | 484 | 226,551 | KMI, EPD, DCI, PAA | 13F-HR | 5/18/2015 | 000114036115020584 |
| Q4 2014 | 528 | 236,158 | KMI, DCI, EPD, ETP | 13F-HR | 5/18/2015 | 000114036115020579 |