| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 154 | 353,095 | BRK-B, FRFHF, IEMG, SCHB | 13F-HR | 2/13/2024 | 000142050624000328 |
| Q3 2023 | 158 | 331,538 | BRK-B, FRFHF, IEMG, EFV | 13F-HR | 11/13/2023 | 000142050623002003 |
| Q2 2023 | 158 | 331,795 | BRK-B, FRFHF, IEMG, EFV | 13F-HR | 8/10/2023 | 000142050623001465 |
| Q1 2023 | 131 | 316,025 | BRK-B, FRFHF, IEMG, EFV | 13F-HR | 5/11/2023 | 000142050623000968 |
| Q4 2022 | 125 | 276,582 | BRK-B, IEMG, EFV, SCHB | 13F-HR | 2/10/2023 | 000142050623000346 |
| Q3 2022 | 120 | 250,208 | BRK-B, FNDE, SCHF, SCHB | 13F-HR | 11/14/2022 | 000142050622002233 |
| Q2 2022 | 117 | 257,866 | BRK-B, FNDE, SCHF, SCHB | 13F-HR | 8/12/2022 | 000142050622001582 |
| Q1 2022 | 112 | 295,077 | BRK-B, FNDE, SCHF, SCHB | 13F-HR | 5/10/2022 | 000142050622000776 |
| Q4 2021 | 108 | 286,246 | BRK-B, FNDE, SCHF, SCHB | 13F-HR | 2/11/2022 | 000142050622000293 |
| Q3 2021 | 106 | 289,688 | BRK-B, FNDE, SCHB, SCHF | 13F-HR | 11/12/2021 | 000142050621001477 |
| Q2 2021 | 104 | 290,661 | BRK-B, SCHB, FNDE, SCHF | 13F-HR | 8/13/2021 | 000142050621001138 |
| Q1 2021 | 101 | 256,950 | BRK-B, SCHB, FNDE, SCHF | 13F-HR | 5/13/2021 | 000142050621000616 |
| Q4 2020 | 100 | 234,190 | BRK-B, SCHB, FNDE, SCHF | 13F-HR | 2/11/2021 | 000142050621000214 |
| Q3 2020 | 94 | 182,635 | BRK-B, SCHB, FNDE, SCHF | 13F-HR | 11/13/2020 | 000142050620001236 |
| Q2 2020 | 98 | 171,998 | BRK-B, SCHB, FNDE, SCHF | 13F-HR | 8/13/2020 | 000142050620000911 |
| Q1 2020 | 99 | 179,990 | BRK-B, SCHB, FNDE, SCHF | 13F-HR | 5/8/2020 | 000142050620000471 |
| Q4 2019 | 96 | 205,386 | BRK-B, FNDE, SCHF, AAPL | 13F-HR | 2/10/2020 | 000142050620000116 |
| Q3 2019 | 93 | 187,813 | BRK-B, FNDE, SCHF, AAPL | 13F-HR | 11/8/2019 | 000142050619001034 |
| Q2 2019 | 93 | 183,239 | BRK-B, FNDE, SCHF, AAPL | 13F-HR | 8/8/2019 | 000142050619000736 |
| Q1 2019 | 92 | 171,593 | BRK-B, AAPL, FNDE, SCHF | 13F-HR | 5/8/2019 | 000142050619000361 |
| Q4 2018 | 89 | 144,269 | BRK-B, AAPL, FNDE, L | 13F-HR | 2/11/2019 | 000142050619000136 |
| Q3 2018 | 83 | 154,134 | BRK-B, L, FNDE, JPM | 13F-HR | 11/13/2018 | 000142050618000943 |
| Q2 2018 | 86 | 141,186 | BRK-B, L, FNDE, JPM | 13F-HR | 8/10/2018 | 000142050618000648 |
| Q1 2018 | 97 | 142,941 | BRK-B, L, JPM, JNJ | 13F-HR | 5/11/2018 | 000142050618000419 |
| Q4 2017 | 93 | 142,914 | BRK-B, L, JPM, JNJ | 13F-HR | 2/12/2018 | 000142050618000096 |
| Q3 2017 | 87 | 136,160 | BRK-B, L, GE, JPM | 13F-HR | 11/13/2017 | 000142050617000743 |
| Q2 2017 | 84 | 128,461 | BRK-B, L, JPM, GE | 13F-HR | 8/10/2017 | 000142050617000533 |
| Q1 2017 | 80 | 124,730 | BRK-B, L, JPM, IBM | 13F-HR | 5/11/2017 | 000142050617000311 |
| Q4 2016 | 285 | 127,965 | BRK-B, L, JPM, IBM | RESTATEMENT | 2/9/2017 | 000142050617000103 |