| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 66 | 376,884 | BRK-B, IWF, VB, VUG | 13F-HR | 11/4/2024 | 000166710224000005 |
| Q2 2024 | 65 | 352,327 | BRK-B, IWF, VUG, VB | 13F-HR | 7/30/2024 | 000166710224000004 |
| Q1 2024 | 62 | 355,036 | BRK-B, IWF, VB, VUG | 13F-HR | 5/2/2024 | 000166710224000002 |
| Q4 2023 | 61 | 327,912 | BRK-B, VB, IWF, VUG | 13F-HR | 2/6/2024 | 000166710224000001 |
| Q3 2023 | 60 | 298,690 | BRK-B, VB, IWF, VUG | 13F-HR | 11/3/2023 | 000166710223000005 |
| Q2 2023 | 61 | 304,665 | BRK-B, VB, IWF, VUG | 13F-HR | 8/2/2023 | 000166710223000004 |
| Q1 2023 | 61 | 309,685 | BRK-B, VB, IWF, SCHD | 13F-HR | 5/4/2023 | 000166710223000003 |
| Q4 2022 | 61 | 292,963 | BRK-B, VB, SCHD, IWF | 13F-HR | 1/31/2023 | 000166710223000001 |
| Q3 2022 | 59 | 264,016 | BRK-B, VB, SCHD, VIG | 13F-HR | 11/4/2022 | 000166710222000005 |
| Q2 2022 | 60 | 273,330 | VB, BRK-B, SCHD, VIG | 13F-HR | 7/28/2022 | 000166710222000004 |
| Q1 2022 | 65 | 323,629 | BRK-B, VB, VUG, IWF | 13F-HR | 5/3/2022 | 000166710222000002 |
| Q4 2021 | 64 | 339,829 | VB, BRK-B, VUG, IWF | 13F-HR | 2/3/2022 | 000166710222000001 |
| Q3 2021 | 226 | 704,832 | VB, BRK.B, AAPL, VUG | 13F-HR | 10/15/2021 | 000166710221000004 |
| Q2 2021 | 224 | 706,034 | VB, BRK.B, AAPL, VIG | 13F-HR | 7/20/2021 | 000166710221000003 |
| Q1 2021 | 214 | 655,810 | VB, BRK-B, VIG, AAPL | 13F-HR | 4/14/2021 | 000166710221000002 |
| Q4 2020 | 211 | 617,589 | VB, BRK-B, AAPL, VIG | 13F-HR | 1/25/2021 | 000166710221000001 |
| Q3 2020 | 200 | 548,350 | BRK.B, AAPL, AGG, VIG | 13F-HR | 10/9/2020 | 000166710220000004 |
| Q2 2020 | 194 | 500,165 | BRK.B, AAPL, VB, VIG | 13F-HR | 7/14/2020 | 000166710220000003 |
| Q1 2020 | 180 | 412,247 | BRK.B, VIG, AAPL, SCHD | 13F-HR | 4/15/2020 | 000166710220000002 |
| Q4 2019 | 204 | 551,086 | BRK-B, VCSH, VIG, AAPL | 13F-HR | 1/14/2020 | 000166710220000001 |
| Q3 2019 | 198 | 509,543 | BRK.B, VCSH, VIG, SCHD | 13F-HR | 10/25/2019 | 000166710219000004 |
| Q2 2019 | 198 | 497,442 | BRK.B, VCSH, VIG, SCHD | 13F-HR | 7/26/2019 | 000166710219000003 |
| Q1 2019 | 198 | 483,067 | BRK.B, VCSH, VIG, SDY | 13F-HR | 4/29/2019 | 000166710219000002 |
| Q4 2018 | 194 | 432,494 | BRK.B, VCSH, VIG, SDY | 13F-HR | 1/29/2019 | 000166710219000001 |
| Q3 2018 | 174 | 490,105 | BRK.B, VCSH, VIG, ARA | 13F-HR | 10/24/2018 | 000166710218000004 |
| Q2 2018 | 197 | 489,382 | VCSH, BRK.B, IWP, SCHH | 13F-HR | 7/30/2018 | 000166710218000003 |
| Q1 2018 | 195 | 469,032 | VCSH, BRK.B, VIG, SDY | 13F-HR | 4/23/2018 | 000166710218000002 |
| Q4 2017 | 179 | 478,993 | VCSH, BRK.B, SDY, VIG | 13F-HR | 1/24/2018 | 000166710218000001 |
| Q3 2017 | 179 | 453,232 | VCSH, BRK.B, SDY, VIG | 13F-HR | 10/19/2017 | 000166710217000004 |
| Q2 2017 | 175 | 442,431 | VCSH, BRK.B, SDY, ARA | 13F-HR | 7/27/2017 | 000166710217000003 |
| Q1 2017 | 173 | 416,287 | BRK.B, VCSH, SDY, VIG | 13F-HR | 4/26/2017 | 000166710217000002 |
| Q4 2016 | 160 | 373,742 | BRK.B, VCSH, SDY, AGG | 13F-HR | 2/9/2017 | 000166710217000001 |
| Q3 2016 | 156 | 367,879 | VCSH, BRK.B, SDY, AGG | 13F-HR | 10/25/2016 | 000166710216000003 |
| Q2 2016 | 153 | 360,104 | VCSH, BRK.B, SDY, AGG | 13F-HR | 8/9/2016 | 000166710216000002 |
| Q1 2014 | 149 | 364,857 | BRK.B, VCSH, SDY, VIG | 13F-HR | 5/5/2016 | 000166710216000001 |