| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 104 | 261,490 | BRK-A, AAPL, ITOT, JNJ | 13F-HR | 10/18/2024 | 000184205424000005 |
| Q2 2024 | 96 | 108,571 | AAPL, ITOT, IVV, JNJ | 13F-HR | 8/5/2024 | 000184205424000003 |
| Q1 2024 | 95 | 238,516 | BRK-A, AAPL, ITOT, JNJ | 13F-HR | 5/3/2024 | 000184205424000002 |
| Q4 2023 | 90 | 210,796 | BRK-A, AAPL, JNJ, ITOT | 13F-HR | 1/17/2024 | 000184205424000001 |
| Q3 2023 | 81 | 199,461 | BRK-A, AAPL, JNJ, VTEB | 13F-HR | 11/8/2023 | 000184205423000004 |
| Q2 2023 | 98 | 210,619 | BRK-A, AAPL, JNJ, VTEB | 13F-HR | 8/7/2023 | 000184205423000003 |
| Q1 2023 | 91 | 191,776 | BRK-A, AAPL, JNJ, VTEB | 13F-HR | 4/26/2023 | 000184205423000002 |
| Q4 2022 | 88 | 187,146 | BRK-A, JNJ, AAPL, VTEB | 13F-HR | 1/17/2023 | 000184205423000001 |
| Q3 2022 | 89 | 168,391 | BRK-A, AAPL, JNJ, VTEB | 13F-HR | 10/17/2022 | 000184205422000004 |
| Q2 2022 | 99 | 172,277 | BRK-A, JNJ, AAPL, VTEB | 13F-HR | 7/21/2022 | 000184205422000003 |
| Q1 2022 | 105 | 212,848 | BRK-A, AAPL, JNJ, AMZN | 13F-HR | 4/18/2022 | 000184205422000002 |
| Q4 2021 | 106 | 198,951 | BRK-A, AAPL, JNJ, SPY | 13F-HR | 2/7/2022 | 000184205422000001 |
| Q3 2021 | 109 | 187,629 | BRK-A, AAPL, JNJ, LMBS | 13F-HR | 10/8/2021 | 000184205421000003 |
| Q2 2021 | 109 | 187,588 | BRK-A, AAPL, JNJ, LMBS | 13F-HR | 7/22/2021 | 000184205421000002 |
| Q1 2021 | 101 | 172,651 | BRK-A, STZ, JNJ, AAPL | 13F-HR | 5/12/2021 | 000184205421000001 |
| Q4 2020 | 92 | 146,947 | BRK-A, AAPL, JNJ, LMBS | 13F-HR | 2/16/2021 | 000165133621000002 |