| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 361 | 256,157 | BRK-B, IVV, EFA, MSFT | 13F-HR | 10/30/2024 | 000110465924112497 |
| Q2 2024 | 388 | 247,504 | BRK-B, IVV, EFA, MSFT | 13F-HR | 8/2/2024 | 000110465924085181 |
| Q1 2024 | 356 | 257,464 | BRK-B, IVV, EFA, MSFT | 13F-HR | 5/3/2024 | 000110465924056695 |
| Q4 2023 | 366 | 236,142 | BRK-B, IVV, EFA, MSFT | 13F-HR | 2/13/2024 | 000110465924018356 |
| Q3 2023 | 338 | 204,102 | BRK-B, IVV, EFA, MSFT | 13F-HR | 11/14/2023 | 000110465923117822 |
| Q2 2023 | 227 | 113,923 | BRK-B, IVV, MRK, ETN | 13F-HR | 2/13/2024 | 000110465924019622 |
| Q1 2023 | 227 | 105,785 | BRK-B, IVV, ENB.TO, MRK | 13F-HR | 2/13/2024 | 000110465924019418 |
| Q4 2022 | 253 | 103,332 | BRK-B, IVV, ENB.TO, MRK | 13F-HR | 2/13/2024 | 000110465924019406 |
| Q3 2022 | 255 | 95,767 | BRK-B, IVV, ENB.TO, MRK | 13F-HR | 2/13/2024 | 000110465924019385 |
| Q2 2022 | 248 | 92,866 | BRK-B, IVV, ENB.TO, PFE | 13F-HR | 2/13/2024 | 000110465924019365 |
| Q1 2022 | 248 | 99,928 | BRK-B, IVV, ENB.TO, PFE | 13F-HR | 2/13/2024 | 000110465924019349 |
| Q4 2021 | 237 | 100,059 | BRK-B, IVV, ENB.TO, PFE | 13F-HR | 2/13/2024 | 000110465924018575 |