| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 248 | 400,564 | BRK-A, VOO, AGG, EFA | 13F-HR | 11/13/2024 | 000175578524000004 |
| Q2 2024 | 239 | 365,573 | BRK-A, VOO, AGG, EFA | 13F-HR | 7/22/2024 | 000175578524000003 |
| Q1 2024 | 246 | 372,466 | BRK-A, VOO, AGG, EFA | 13F-HR | 5/13/2024 | 000175578524000002 |
| Q4 2023 | 238 | 332,010 | BRK-A, VOO, AGG, EFA | 13F-HR | 1/30/2024 | 000175578524000001 |
| Q3 2023 | 226 | 315,685 | BRK-A, VOO, AGG, EFA | 13F-HR | 10/11/2023 | 000175578523000004 |
| Q2 2023 | 236 | 319,434 | BRK-A, VOO, AGG, EFA | 13F-HR | 7/11/2023 | 000175578523000003 |
| Q1 2023 | 231 | 293,460 | BRK-A, VOO, AGG, EFA | 13F-HR | 4/11/2023 | 000175578523000002 |
| Q4 2022 | 235 | 287,694 | BRK-A, VOO, AGG, EFA | 13F-HR | 1/19/2023 | 000175578523000001 |
| Q3 2022 | 223 | 274,010 | BRK-A, VOO, AGG, EFA | 13F-HR | 10/17/2022 | 000175578522000004 |
| Q2 2022 | 253 | 286,890 | BRK-A, VOO, AGG, EFA | 13F-HR | 7/20/2022 | 000175578522000003 |
| Q1 2022 | 224 | 357,323 | BRK-A, VOO, AGG, EFA | 13F-HR | 4/12/2022 | 000175578522000002 |
| Q4 2021 | 296 | 369,371 | BRK-A, VOO, AGG, EFA | 13F-HR | 1/6/2022 | 000175578522000001 |
| Q3 2021 | 279 | 347,965 | BRK-A, VOO, AGG, EFA | 13F-HR | 10/14/2021 | 000175578521000004 |
| Q2 2021 | 242 | 342,002 | BRK-A, VOO, AGG, EFA | 13F-HR | 7/8/2021 | 000175578521000003 |
| Q1 2021 | 331 | 313,479 | BRK-A, VOO, AGG, VCSH | 13F-HR | 4/14/2021 | 000175578521000002 |
| Q4 2020 | 245 | 296,637 | BRK-A, VOO, AGG, VCSH | 13F-HR | 2/3/2021 | 000175578521000001 |
| Q3 2020 | 273 | 244,053 | BRK-A, VOO, AGG, AAPL | 13F-HR | 11/9/2020 | 000175578520000004 |
| Q2 2020 | 154 | 153,263 | BRK-A, MSFT, AAPL, AMZN | 13F-HR | 7/27/2020 | 000175578520000003 |
| Q1 2020 | 137 | 140,431 | BRK-A, BRKL, MSFT, AAPL | 13F-HR | 5/6/2020 | 000175578520000002 |
| Q4 2019 | 199 | 194,594 | BRK-A, BRKL, MSFT, AAPL | 13F-HR | 1/10/2020 | 000175578520000001 |
| Q3 2019 | 203 | 180,360 | BRK-A, BRKL, MSFT, V | 13F-HR | 10/11/2019 | 000175578519000004 |
| Q2 2019 | 251 | 178,591 | BRK-A, BRKL, MSFT, V | 13F-HR | 7/15/2019 | 000175578519000003 |
| Q1 2019 | 227 | 171,822 | BRK-A, BRKL, MSFT, AAPL | 13F-HR | 4/10/2019 | 000175578519000002 |
| Q4 2018 | 180 | 154,718 | BRK-A, BRKL, MSFT, AAPL | 13F-HR | 2/7/2019 | 000175578519000001 |
| Q3 2018 | 184 | 159,643 | BRK-A, BRKL, SGEN, AAPL | 13F-HR | 10/12/2018 | 000175578518000001 |