| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | 413,299 | BRK-B, AVLV, VEA, AVUS | 13F-HR | 8/13/2026 | 000163108426000003 |
| Q1 2026 | 21 | 375,409 | BRK-B, AVLV, VEA, AVUS | 13F-HR | 5/14/2026 | 000163108426000002 |
| Q4 2025 | 21 | 345,723 | BRK-B, VEA, AVLV, AVUS | 13F-HR | 2/12/2026 | 000163108426000001 |
| Q3 2025 | 21 | 334,058 | BRK-B, VEA, AVLV, AVUS | 13F-HR | 11/12/2025 | 000163108425000006 |
| Q2 2025 | 20 | 311,064 | BRK-B, VEA, AVLV, AVUS | 13F-HR | 8/13/2025 | 000163108425000003 |
| Q1 2025 | 20 | 293,367 | BRK-B, AVLV, VEA, AVUS | 13F-HR | 5/14/2025 | 000163108425000002 |
| 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, AVLV | 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, AVLV, VEA, EPD | 13F-HR | 11/8/2023 | 000158064223006140 |
| Q2 2023 | 21 | 235,729 | BRK-B, VEA, AVLV, SCHD | 13F-HR | 8/8/2023 | 000158064223004109 |
| Q1 2023 | 22 | 228,315 | BRK-B, SCHD, VEA, AVLV | 13F-HR | 5/12/2023 | 000158064223002690 |
| Q4 2022 | 20 | 233,062 | BRK-B, SCHD, VEA, AVLV | 13F-HR | 2/9/2023 | 000158064223000791 |
| Q3 2022 | 23 | 234,668 | BRK-B, VEA, SCHD, WFCPRL | 13F-HR | 11/8/2022 | 000158064222005721 |
| Q2 2022 | 17 | 229,554 | BRK-B, SCHD, VEA, WFCPRL | 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, WFCPRL, 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, WFCPRL, 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, WFCPRL | 13F-HR | 2/11/2019 | 000158064219000724 |
| Q3 2018 | 33 | 149,752 | BRK-B, VTI, BXMT, WFCPRL | 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, WFCPRL | 13F-HR | 2/12/2018 | 000158064218000832 |
| Q3 2017 | 32 | 124,222 | BRK-B, VTI, BXMT, BACPRL | 13F-HR | 11/13/2017 | 000158064217006052 |
| Q2 2017 | 31 | 127,935 | BRK-B, VTI, BXMT, BACPRL | 13F-HR | 8/8/2017 | 000158064217004281 |
| Q1 2017 | 28 | 119,079 | BRK-B, VTI, BACPRL, WFCPRL | 13F-HR | 5/1/2017 | 000158064217002675 |
| Q4 2016 | 30 | 129,965 | BRK-B, VTI, BACPRL, BXMT | 13F-HR | 2/6/2017 | 000158064217000727 |
| Q3 2016 | 27 | 118,495 | BRK-B, VTI, EFAV, BACPRL | 13F-HR | 11/3/2016 | 000158064216011853 |
| Q2 2016 | 27 | 104,257 | BRK-B, VTI, EFAV, WFCPRL | 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 |