| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 731 | 200,306 | BRK-B, SHV, GOOGL, VOO | 13F-HR | 10/4/2024 | 000170355624000007 |
| Q2 2024 | 805 | 199,900 | BRK-B, SHV, GOOGL, VOO | 13F-HR | 7/29/2024 | 000170355624000003 |
| Q1 2024 | 209 | 188,976 | BRK-B, SHV, VT, GOOGL | 13F-HR | 4/10/2024 | 000170355624000002 |
| Q4 2023 | 194 | 169,097 | BRK-B, SHV, VT, VOO | 13F-HR | 1/11/2024 | 000170355624000001 |
| Q3 2023 | 180 | 152,348 | BRK-B, SHV, VT, MKL | 13F-HR | 10/20/2023 | 000170355623000007 |
| Q2 2023 | 846 | 175,926 | BRK-B, VGSH, VT, VOO | 13F-HR | 8/7/2023 | 000170355623000005 |
| Q1 2023 | 836 | 163,435 | BRK-B, VGSH, VOO, VT | 13F-HR | 4/25/2023 | 000170355623000003 |
| Q4 2022 | 198 | 140,708 | BRK-B, MKL, VT, VOO | 13F-HR | 1/19/2023 | 000117266123000212 |
| Q3 2022 | 176 | 120,089 | BRK-B, VOO, VT, MKL | 13F-HR | 10/13/2022 | 000160658722001850 |
| Q2 2022 | 186 | 127,107 | BRK-B, VOO, VT, MKL | 13F-HR | 7/19/2022 | 000160658722001365 |
| Q1 2022 | 194 | 152,489 | BRK-B, VOO, VT, MKL | 13F-HR | 4/11/2022 | 000160658722000632 |
| Q4 2021 | 197 | 157,719 | BRK-B, VOO, VT, MKL | 13F-HR | 1/18/2022 | 000160658722000025 |
| Q3 2021 | 191 | 147,539 | BRK-B, VT, VOO, MKL | 13F-HR | 10/20/2021 | 000160658721001319 |
| Q2 2021 | 193 | 155,825 | BRK-B, VT, VOO, MKL | 13F-HR | 7/22/2021 | 000160658721000829 |
| Q1 2021 | 190 | 163,267 | BRK-B, SPLV, VT, VOO | 13F-HR | 4/26/2021 | 000160658721000422 |
| Q4 2020 | 169 | 126,889 | BRK-B, SPLV, VT, MKL | 13F-HR | 1/19/2021 | 000160658721000045 |
| Q3 2020 | 170 | 127,737 | BRK-B, SPLV, VT, MKL | 13F-HR | 10/14/2020 | 000160658720001032 |
| Q2 2020 | 168 | 120,855 | BRK-B, SPLV, MKL, VT | 13F-HR | 8/10/2020 | 000160658720000922 |
| Q1 2020 | 157 | 98,654 | BRK-B, SPLV, MKL, IDLV | 13F-HR | 4/27/2020 | 000160658720000464 |
| Q4 2019 | 199 | 141,187 | BRK-B, SPLV, MKL, IDLV | 13F-HR | 1/15/2020 | 000160658720000025 |
| Q3 2019 | 189 | 128,524 | BRK-B, SPLV, MKL, IDLV | 13F-HR | 10/23/2019 | 000160658719000905 |
| Q2 2019 | 189 | 127,875 | BRK-B, SPLV, MKL, IDLV | 13F-HR | 7/12/2019 | 000160658719000605 |
| Q1 2019 | 186 | 121,564 | BRK-B, SPLV, MKL, IDLV | 13F-HR | 4/15/2019 | 000160658719000358 |
| Q4 2018 | 168 | 125,304 | BRK-B, SPLV, MKL, AX | 13F-HR | 1/25/2019 | 000160658719000075 |
| Q3 2018 | 169 | 125,748 | BRK-B, SPLV, MKL, AX | 13F-HR | 10/30/2018 | 000160658718000800 |
| Q2 2018 | 155 | 112,363 | BRK-B, SPLV, MKL, AX | RESTATEMENT | 8/9/2018 | 000160658718000628 |
| Q1 2018 | 149 | 108,809 | BRK-B, SPLV, MKL, AX | 13F-HR | 4/17/2018 | 000160658718000308 |
| Q4 2017 | 144 | 111,869 | BRK-B, SPLV, MKL, MMM | 13F-HR | 1/12/2018 | 000160658718000020 |
| Q3 2017 | 141 | 104,883 | BRK-B, SPLV, MKL, HSIC | 13F-HR | 11/15/2017 | 000160658717000711 |
| Q2 2017 | 139 | 99,767 | BRK-B, SPLV, HSIC, MKL | 13F-HR | 8/2/2017 | 000160658717000443 |
| Q1 2017 | 133 | 93,073 | BRK-B, SPLV, MKL, MMM | 13F-HR | 5/15/2017 | 000160658717000352 |
| Q4 2016 | 117 | 84,856 | BRK-B, SPLV, MKL, MMM | 13F-HR | 4/27/2017 | 000160658717000246 |