| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 898 | 306,732 | BRK-A, VOO, MSFT, BRK-B | 13F-HR | 4/23/2025 | 000170338325000005 |
| Q4 2024 | 881 | 307,474 | BRK-A, VOO, MSFT, AAPL | 13F-HR | 1/14/2025 | 000170338325000001 |
| Q3 2024 | 871 | 374,051 | BRK-A, VOO, MSFT, AAPL | 13F-HR | 10/9/2024 | 000170338324000004 |
| Q2 2024 | 848 | 338,666 | BRK-A, VOO, BAC, MSFT | 13F-HR | 7/15/2024 | 000170338324000003 |
| Q1 2024 | 822 | 338,114 | BRK-A, VOO, BAC, MSFT | 13F-HR | 4/16/2024 | 000170338324000002 |
| Q4 2023 | 796 | 305,475 | BRK-A, VOO, BAC, MSFT | 13F-HR | 1/25/2024 | 000170338324000001 |
| Q3 2023 | 777 | 281,354 | BRK-A, VOO, MSFT, RSP | 13F-HR | 10/18/2023 | 000170338323000005 |
| Q2 2023 | 764 | 292,467 | BRK-A, MSFT, VOO, AAPL | 13F-HR | 7/13/2023 | 000170338323000004 |
| Q1 2023 | 797 | 272,427 | BRK-A, VOO, MSFT, RSP | 13F-HR | 4/14/2023 | 000170338323000003 |
| Q4 2022 | 739 | 259,948 | BRK-A, RSP, MSFT, IJH | 13F-HR | 1/24/2023 | 000170338323000001 |
| Q3 2022 | 739 | 231,570 | BRK-A, RSP, MSFT, AAPL | 13F-HR | 10/25/2022 | 000170338322000004 |
| Q2 2022 | 752 | 243,024 | BRK-A, VOO, MSFT, IJH | 13F-HR | 7/12/2022 | 000170338322000003 |
| Q1 2022 | 744 | 288,219 | BRK-A, VOO, MSFT, AAPL | 13F-HR | 4/14/2022 | 000170338322000002 |
| Q4 2021 | 713 | 282,901 | BRK-A, VOO, MSFT, AAPL | 13F-HR | 1/19/2022 | 000170338322000001 |
| Q3 2021 | 717 | 250,103 | BRK-A, VOO, MSFT, IJH | 13F-HR | 10/12/2021 | 000170338321000011 |
| Q2 2021 | 716 | 219,171 | BRK-A, IJH, SPY, AAPL | 13F-HR | 7/15/2021 | 000170338321000010 |
| Q1 2021 | 718 | 206,385 | BRK-A, IJH, SPY, AAPL | 13F-HR | 4/26/2021 | 000170338321000007 |
| Q4 2020 | 665 | 162,359 | BRK-A, IJH, AAPL, UNP | 13F-HR | 1/13/2021 | 000170338321000001 |
| Q3 2020 | 662 | 141,870 | BRK-A, AAPL, IJH, MSFT | 13F-HR | 10/13/2020 | 000170338320000005 |
| Q2 2020 | 658 | 134,442 | BRK-A, IJH, AAPL, MSFT | 13F-HR | 7/7/2020 | 000170338320000004 |
| Q1 2020 | 664 | 117,066 | BRK-A, IJH, MSFT, SPY | 13F-HR | 4/9/2020 | 000170338320000003 |
| Q4 2019 | 642 | 144,322 | BRK-A, IJH, IVE, SPY | 13F-HR | 1/10/2020 | 000170338320000001 |
| Q3 2019 | 716 | 175,182 | BRK-A, IJH, SPY, IVE | 13F-HR | 10/8/2019 | 000170338319000005 |
| Q2 2019 | 687 | 177,926 | BRK-A, IJH, IVE, BRK-B | 13F-HR | 7/8/2019 | 000170338319000004 |
| Q1 2019 | 682 | 172,422 | BRK-A, IJH, IVE, SPY | 13F-HR | 4/5/2019 | 000170338319000003 |
| Q4 2018 | 704 | 162,583 | BRK-A, IJH, BRK-B, IVE | 13F-HR | 3/20/2019 | 000170338319000002 |
| Q1 2017 | 624 | 141,434 | BRK-A, IJH, IVE, BRK-B | 13F-HR | 4/17/2017 | 000170338317000003 |