| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 77 | 135,487 | BRK-B, SGOV, TSLX, SYFI | 13F-HR | 1/23/2025 | 000117266125000323 |
| Q3 2024 | 73 | 121,883 | BRK-B, SGOV, TSLA puts, RSP | 13F-HR | 11/5/2024 | 000117266124004472 |
| Q2 2024 | 68 | 109,548 | BRK-B, SGOV, RSP, BRK-A | 13F-HR | 8/14/2024 | 000117266124003377 |
| Q1 2024 | 69 | 109,284 | BRK-B, TSLA puts, RSP, BRK-A | 13F-HR | 11/5/2024 | 000117266124004474 |
| Q4 2023 | 60 | 87,788 | BRK-B, RSP, GOOGL, TSLX | 13F-HR | 11/5/2024 | 000117266124004473 |