| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 110 | 247,320 | BRK-B, VV, AAPL, IHDG | 13F-HR | 5/12/2025 | 000180339725000004 |
| Q4 2024 | 107 | 253,016 | BRK-B, VV, AAPL, IHDG | RESTATEMENT | 2/26/2025 | 000180339725000002 |
| Q3 2024 | 110 | 250,720 | BRK-B, VV, AAPL, IHDG | RESTATEMENT | 2/26/2025 | 000180339725000003 |
| Q2 2024 | 102 | 234,062 | BRK-B, VV, AAPL, IHDG | 13F-HR | 8/9/2024 | 000180339724000003 |
| Q1 2024 | 103 | 231,848 | BRK-B, IHDG, AAPL, VV | 13F-HR | 5/14/2024 | 000180339724000002 |
| Q4 2023 | 102 | 214,647 | BRK-B, AAPL, IHDG, VV | 13F-HR | 2/12/2024 | 000180339724000001 |
| Q3 2023 | 101 | 195,693 | BRK-B, AAPL, IHDG, VV | 13F-HR | 11/9/2023 | 000180339723000004 |
| Q2 2023 | 106 | 198,741 | BRK-B, AAPL, IHDG, VV | 13F-HR | 8/11/2023 | 000180339723000003 |
| Q1 2023 | 113 | 188,293 | BRK-B, AAPL, IHDG, VV | 13F-HR | 5/5/2023 | 000180339723000002 |
| Q4 2022 | 111 | 177,986 | BRK-B, AAPL, IHDG, VV | 13F-HR | 2/10/2023 | 000180339723000001 |
| Q3 2022 | 115 | 169,365 | BRK-B, AAPL, IHDG, VV | 13F-HR | 11/15/2022 | 000180339722000004 |
| Q2 2022 | 119 | 175,184 | BRK-B, AAPL, IHDG, VV | 13F-HR | 8/9/2022 | 000180339722000003 |
| Q1 2022 | 116 | 204,611 | BRK-B, AAPL, IHDG, VV | 13F-HR | 5/10/2022 | 000180339722000002 |
| Q4 2021 | 121 | 206,920 | BRK-B, AAPL, IHDG, MSFT | 13F-HR | 2/7/2022 | 000180339722000001 |
| Q3 2021 | 114 | 188,744 | BRK-B, AAPL, IHDG, SCHG | 13F-HR | 11/2/2021 | 000180339721000005 |
| Q2 2021 | 116 | 188,739 | BRK-B, AAPL, IHDG, SCHG | 13F-HR | 8/13/2021 | 000180339721000004 |
| Q1 2021 | 113 | 173,591 | BRK-B, AAPL, IHDG, SCHM | 13F-HR | 5/14/2021 | 000180339721000003 |
| Q4 2020 | 107 | 152,273 | BRK-B, AAPL, IHDG, SCHG | 13F-HR | 2/10/2021 | 000180339721000001 |
| Q3 2020 | 105 | 133,562 | BRK-B, AAPL, AMZN, IHDG | 13F-HR | 11/13/2020 | 000180339720000008 |
| Q2 2020 | 103 | 118,563 | BRK-B, AAPL, MSFT, AMZN | 13F-HR | 8/14/2020 | 000180339720000006 |
| Q1 2020 | 99 | 90,934 | BRK-B, AAPL, SCHG, SCHM | 13F-HR | 5/22/2020 | 000180339720000004 |
| Q4 2019 | 97 | 111,528 | BRK-B, AAPL, SCHM, SCHA | 13F-HR | 2/13/2020 | 000180339720000002 |