| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 144 | 460,351 | BRK-B, VTI, AAPL, BIL | 13F-HR | 1/10/2024 | 000108514624000175 |
| Q3 2023 | 142 | 421,827 | BRK-B, VTI, AAPL, BIL | 13F-HR | 10/19/2023 | 000108514623003789 |
| Q2 2023 | 149 | 426,492 | BRK-B, VTI, AAPL, BIL | 13F-HR | 8/2/2023 | 000108514623003029 |
| Q1 2023 | 144 | 389,936 | BRK-B, VTI, AAPL, BIL | 13F-HR | 4/27/2023 | 000108514623001933 |
| Q4 2022 | 135 | 352,700 | BRK-B, VTI, AAPL, COST | 13F-HR | 1/25/2023 | 000108514623000382 |
| Q3 2022 | 135 | 333,714 | BRK-B, VTI, AAPL, COST | 13F-HR | 10/26/2022 | 000108514622003606 |
| Q2 2022 | 139 | 345,832 | BRK-B, VTI, AAPL, GOOG | 13F-HR | 7/26/2022 | 000108514622002585 |
| Q1 2022 | 152 | 416,167 | BRK-B, AAPL, VTI, GOOG | 13F-HR | 5/4/2022 | 000108514622001717 |
| Q4 2021 | 153 | 419,180 | BRK-B, AAPL, VTI, GOOG | 13F-HR | 1/31/2022 | 000108514622000424 |
| Q3 2021 | 148 | 384,702 | BRK-B, AAPL, VTI, GOOG | 13F-HR | 11/2/2021 | 000108514621002973 |
| Q2 2021 | 150 | 381,995 | BRK-B, AAPL, VTI, AMZN | 13F-HR | 7/27/2021 | 000108514621002097 |
| Q1 2021 | 148 | 354,492 | BRK-B, AAPL, VTI, AMZN | 13F-HR | 5/10/2021 | 000108514621001500 |
| Q4 2020 | 136 | 325,864 | BRK-B, AAPL, VTI, AMZN | 13F-HR | 2/9/2021 | 000108514621000530 |
| Q3 2020 | 128 | 290,181 | BRK-B, AAPL, VTI, AMZN | 13F-HR | 11/12/2020 | 000108514620002852 |
| Q2 2020 | 127 | 248,013 | BRK-B, AAPL, VTI, AMZN | 13F-HR | 8/11/2020 | 000108514620002098 |
| Q1 2020 | 125 | 219,019 | BRK-B, AAPL, VTI, AMZN | 13F-HR | 5/4/2020 | 000108514620001288 |
| Q4 2019 | 132 | 261,814 | BRK-B, VTI, AAPL, AMZN | 13F-HR | 1/21/2020 | 000108514620000225 |
| Q3 2019 | 130 | 240,745 | BRK-B, VTI, AAPL, SBUX | 13F-HR | 11/1/2019 | 000108514619002707 |
| Q2 2019 | 134 | 236,452 | BRK-B, VTI, AAPL, AMZN | 13F-HR | 7/12/2019 | 000108514619001855 |
| Q1 2019 | 126 | 223,917 | BRK-B, VTI, AAPL, SBUX | 13F-HR | 4/16/2019 | 000108514619001176 |
| Q4 2018 | 122 | 196,618 | BRK-B, VTI, AAPL, VTIP | 13F-HR | 1/22/2019 | 000108514619000201 |
| Q3 2018 | 131 | 218,808 | BRK-B, VTI, AAPL, JNJ | 13F-HR | 10/26/2018 | 000108514618002411 |
| Q2 2018 | 123 | 196,421 | BRK-B, VTI, AAPL, JNJ | 13F-HR | 7/27/2018 | 000108514618001769 |
| Q1 2018 | 120 | 192,417 | BRK-B, VTI, AAPL, JNJ | 13F-HR | 4/13/2018 | 000108514618001075 |
| Q4 2017 | 113 | 189,744 | BRK-B, VTI, AAPL, JNJ | RESTATEMENT | 1/31/2018 | 000108514618000266 |
| Q3 2017 | 112 | 173,341 | BRK-B, VTI, JNJ, SCHD | 13F-HR | 10/16/2017 | 000108514617002054 |
| Q2 2017 | 107 | 162,023 | BRK-B, VTI, JNJ, SCHD | 13F-HR | 7/12/2017 | 000108514617001493 |
| Q1 2017 | 107 | 150,933 | BRK-B, JNJ, VTI, AAPL | 13F-HR | 4/7/2017 | 000108514617000901 |
| Q4 2016 | 105 | 145,058 | BRK-B, JNJ, VTI, SCHD | 13F-HR | 1/6/2017 | 000108514617000045 |
| Q3 2016 | 107 | 139,145 | BRK-B, JNJ, VTI, VIG | 13F-HR | 11/14/2016 | 000108514616004830 |
| Q2 2016 | 102 | 134,287 | BRK-B, JNJ, VIG, VTI | 13F-HR | 7/12/2016 | 000108514616003955 |
| Q1 2016 | 100 | 131,075 | BRK-B, JNJ, COST, VIG | 13F-HR | 4/15/2016 | 000108514616003456 |
| Q4 2015 | 103 | 126,049 | BRK-B, COST, JNJ, SBUX | 13F-HR | 1/26/2016 | 000108514616002673 |
| Q3 2015 | 105 | 122,279 | BRK-B, COST, JNJ, SBUX | 13F-HR | 10/19/2015 | 000108514615002035 |
| Q2 2015 | 114 | 130,988 | BRK-B, JNJ, COST, VIG | 13F-HR | 7/30/2015 | 000108514615001539 |
| Q1 2015 | 114 | 129,733 | BRK-B, JNJ, COST, VIG | 13F-HR | 4/24/2015 | 000108514615000973 |
| Q4 2014 | 113 | 127,825 | BRK-B, JNJ, COST, XOM | 13F-HR | 1/29/2015 | 000108514615000196 |