| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 257 | 241,896 | BRK-B, VOO, SGOV, MOAT | 13F-HR | 5/5/2025 | 000206580725000002 |
| Q4 2024 | 275 | 240,049 | BRK-B, VOO, MOAT, SGOV | 13F-HR | 1/27/2025 | 000190843325000001 |
| Q3 2024 | 307 | 242,345 | BRK-B, VOO, MOAT, SGOV | 13F-HR | 10/11/2024 | 000190843324000010 |
| Q2 2024 | 235 | 217,721 | BRK-B, VOO, SGOV, MOAT | 13F-HR | 7/17/2024 | 000190843324000003 |
| Q1 2024 | 245 | 212,231 | BRK-B, VOO, SGOV, MOAT | 13F-HR | 4/17/2024 | 000190843324000002 |
| Q4 2023 | 224 | 196,595 | BRK-B, SGOV, VOO, MOAT | 13F-HR | 1/31/2024 | 000190843324000001 |
| Q3 2023 | 201 | 178,713 | BRK-B, SGOV, VOO, MOAT | 13F-HR | 10/23/2023 | 000190843323000004 |
| Q2 2023 | 167 | 156,898 | BRK-B, VOO, SGOV, MOAT | 13F-HR | 7/20/2023 | 000190843323000003 |
| Q1 2023 | 163 | 152,331 | BRK-B, EES, VOO, SGOV | 13F-HR | 4/21/2023 | 000190843323000002 |
| Q4 2022 | 206 | 147,572 | BRK-B, EES, VOO, MOAT | 13F-HR | 2/1/2023 | 000190843323000001 |
| Q3 2022 | 188 | 123,297 | BRK-B, EES, MOAT, VOO | 13F-HR | 10/18/2022 | 000190843322000004 |
| Q2 2022 | 157 | 118,845 | BRK-B, EES, SCHC, MOAT | 13F-HR | 7/14/2022 | 000190843322000003 |
| Q1 2022 | 150 | 137,091 | BRK-B, EES, SCHC, MOAT | 13F-HR | 4/28/2022 | 000190843322000002 |
| Q4 2021 | 149 | 135,915 | BRK-B, EES, SCHC, MOAT | 13F-HR | 2/2/2022 | 000190843322000001 |