|
Q4 2024
|
20 |
282,917 |
BRK-B, AVUS, AVLV, VEA
|
13F-HR
|
2/13/2025 |
000163108425000001 |
|
Q3 2024
|
20 |
290,366 |
BRK-B, AVUS, VEA, AVLV
|
13F-HR
|
11/14/2024 |
000163108424000011 |
|
Q2 2024
|
21 |
296,477 |
BRK-B, AVUS, AVLV, VEA
|
13F-HR
|
8/12/2024 |
000163108424000010 |
|
Q1 2024
|
20 |
302,782 |
BRK-B, AVUS, VEA, AVLV
|
13F-HR
|
5/14/2024 |
000163108424000008 |
|
Q4 2023
|
1 |
11,937 |
BRK-A
|
NEW HOLDINGS
|
3/5/2024 |
000163108424000005 |
|
Q4 2023
|
20 |
261,750 |
BRK-B, AVUS, AVUV, AMERICAN CENTY ETF TR
|
13F-HR
|
2/13/2024 |
000163108424000003 |
|
Q3 2023
|
1 |
11,692 |
BRK-A
|
NEW HOLDINGS
|
3/6/2024 |
000163108424000006 |
|
Q3 2023
|
21 |
214,175 |
BRK-B, AMERICAN CENTY ETF TR, VEA, EPD
|
13F-HR
|
11/8/2023 |
000158064223006140 |
|
Q2 2023
|
21 |
235,729 |
BRK-B, VEA, AMERICAN CENTY ETF TR, SCHD
|
13F-HR
|
8/8/2023 |
000158064223004109 |
|
Q1 2023
|
22 |
228,315 |
BRK-B, SCHD, VEA, AMERICAN CENTY ETF TR
|
13F-HR
|
5/12/2023 |
000158064223002690 |
|
Q4 2022
|
20 |
233,062 |
BRK-B, SCHD, VEA, AMERICAN CENTY ETF TR
|
13F-HR
|
2/9/2023 |
000158064223000791 |
|
Q3 2022
|
23 |
234,668 |
BRK-B, VEA, SCHD, WFC-L
|
13F-HR
|
11/8/2022 |
000158064222005721 |
|
Q2 2022
|
17 |
229,554 |
BRK-B, SCHD, VEA, WFC-L
|
13F-HR
|
8/5/2022 |
000158064222003908 |
|
Q1 2022
|
17 |
249,463 |
BRK-B, BX, VIG, VEA
|
13F-HR
|
5/12/2022 |
000158064222002753 |
|
Q4 2021
|
19 |
238,957 |
BRK-B, VEA, BX, VIG
|
13F-HR
|
2/9/2022 |
000158064222000749 |
|
Q3 2021
|
16 |
197,351 |
BRK-B, BX, VTI, EPD
|
13F-HR
|
11/1/2021 |
000158064221005142 |
|
Q2 2021
|
16 |
185,263 |
BRK-B, EPD, BX, VIG
|
13F-HR
|
8/13/2021 |
000158064221003736 |
|
Q1 2021
|
17 |
161,454 |
BRK-B, VIG, EPD, SCHD
|
13F-HR
|
5/11/2021 |
000158064221002331 |
|
Q4 2020
|
16 |
147,981 |
BRK-B, VIG, VTI, EPD
|
13F-HR
|
2/12/2021 |
000158064221000646 |
|
Q3 2020
|
18 |
145,201 |
BRK-B, VIG, WFC-L, VTI
|
13F-HR
|
11/12/2020 |
000158064220004171 |
|
Q2 2020
|
17 |
143,920 |
BRK-B, VIG, VTI, EPD
|
13F-HR
|
8/12/2020 |
000158064220002979 |
|
Q1 2020
|
21 |
121,118 |
BRK-B, VIG, WFC-L, BX
|
13F-HR
|
5/13/2020 |
000158064220002130 |
|
Q4 2019
|
29 |
164,814 |
BRK-B, BXMT, VTI, EPD
|
13F-HR
|
2/10/2020 |
000158064220000643 |
|
Q3 2019
|
26 |
150,982 |
BRK-B, BXMT, VTI, BX
|
13F-HR
|
11/12/2019 |
000158064219005116 |
|
Q2 2019
|
27 |
143,784 |
BRK-B, VTI, BXMT, BX
|
13F-HR
|
8/6/2019 |
000158064219003547 |
|
Q1 2019
|
29 |
136,919 |
BRK-B, VTI, BXMT, EPD
|
13F-HR
|
5/10/2019 |
000158064219002466 |
|
Q4 2018
|
31 |
127,603 |
BRK-B, VTI, BXMT, WFC-L
|
13F-HR
|
2/11/2019 |
000158064219000724 |
|
Q3 2018
|
33 |
149,752 |
BRK-B, VTI, BXMT, WFC-L
|
13F-HR
|
11/7/2018 |
000158064218005310 |
|
Q2 2018
|
34 |
127,467 |
BRK-B, BXMT, VTI, EPD
|
13F-HR
|
8/7/2018 |
000158064218003749 |
|
Q1 2018
|
32 |
124,285 |
BRK-B, BXMT, VTI, EPD
|
13F-HR
|
5/14/2018 |
000158064218002560 |
|
Q4 2017
|
35 |
129,943 |
BRK-B, VTI, BXMT, WFC-L
|
13F-HR
|
2/12/2018 |
000158064218000832 |
|
Q3 2017
|
32 |
124,222 |
BRK-B, VTI, BXMT, BAC-L
|
13F-HR
|
11/13/2017 |
000158064217006052 |
|
Q2 2017
|
31 |
127,935 |
BRK-B, VTI, BXMT, BAC-L
|
13F-HR
|
8/8/2017 |
000158064217004281 |
|
Q1 2017
|
28 |
119,079 |
BRK-B, VTI, BAC-L, WFC-L
|
13F-HR
|
5/1/2017 |
000158064217002675 |
|
Q4 2016
|
30 |
129,965 |
BRK-B, VTI, BAC-L, BXMT
|
13F-HR
|
2/6/2017 |
000158064217000727 |
|
Q3 2016
|
27 |
118,495 |
BRK-B, VTI, EFAV, BAC-L
|
13F-HR
|
11/3/2016 |
000158064216011853 |
|
Q2 2016
|
27 |
104,257 |
BRK-B, VTI, EFAV, WFC-L
|
13F-HR
|
8/5/2016 |
000158064216010072 |
|
Q1 2016
|
25 |
92,310 |
BRK-B, VTI, EFAV, BXMT
|
13F-HR
|
5/5/2016 |
000158064216008542 |
|
Q4 2015
|
32 |
84,117 |
BRK-B, AAPL, EPD, BXMT
|
13F-HR
|
2/5/2016 |
000158064216006695 |
|
Q3 2015
|
34 |
85,024 |
BRK-B, AAPL, KMI, WMB
|
13F-HR
|
10/22/2015 |
000158064215004758 |
|
Q2 2015
|
40 |
115,637 |
WMB, ET, KMI, BRK-B
|
13F-HR
|
7/14/2015 |
000158064215002989 |
|
Q1 2015
|
39 |
116,921 |
KMI, ET, WMB, BRK-B
|
13F-HR
|
4/20/2015 |
000158064215001730 |
|
Q4 2014
|
40 |
110,667 |
KMI, BRK-B, ET, WMB
|
13F-HR
|
2/6/2015 |
000158064215000530 |