| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 24 | 221,549 | EVTR, VIG, BERKSHIRE HATHAWAY A, TSPA | 13F-HR | 10/23/2025 | 000195624425000009 |
| Q2 2025 | 24 | 152,696 | VIG, BERKSHIRE HATHAWAY A, TSPA, TCW ETF TRUST | 13F-HR | 8/6/2025 | 000195624425000006 |
| Q1 2025 | 22 | 123,766 | BERKSHIRE HATHAWAY A, VIG, TSPA, EAGL | 13F-HR | 4/30/2025 | 000195624425000005 |
| Q4 2024 | 23 | 117,241 | BERKSHIRE HATHAWAY A, VIG, TSPA, EAGL | 13F-HR | 2/13/2025 | 000195624425000003 |