| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 18 | 1,627,238 | VOO, BRK-B, IJH, VTI | 13F-HR | 11/5/2026 | 000206572826000006 |
| Q2 2026 | 14 | 1,494,599 | VOO, BRK-B, IJH, IJR | 13F-HR | 8/13/2026 | 000090044026000045 |
| Q1 2026 | 11 | 1,146,859 | VOO, BRK-B, IJH, IJR | 13F-HR | 5/14/2026 | 000090044026000038 |
| Q4 2025 | 10 | 988,828 | VOO, BRK-B, IJH, IJR | 13F-HR | 1/26/2026 | 000090044026000005 |
| Q3 2025 | 10 | 975,651 | VOO, BRK-B, IJH, IJR | 13F-HR | 11/6/2025 | 000090044025000308 |
| Q2 2025 | 6 | 860,903 | VOO, BRK-B, IJH, IJR | 13F-HR | 8/6/2025 | 000090044025000274 |
| Q1 2025 | 5 | 357,504 | BRK-B, BRK-A, VOO, IJH | 13F-HR | 8/1/2025 | 000090044025000199 |
| Q4 2024 | 2 | 295,129 | BRK-B, BRK-A | 13F-HR | 8/1/2025 | 000090044025000198 |
| Q3 2024 | 2 | 299,663 | BRK-B, BRK-A | 13F-HR | 8/1/2025 | 000090044025000197 |
| Q2 2024 | 2 | 264,924 | BRK-B, BRK-A | 13F-HR | 8/1/2025 | 000090044025000196 |
| Q1 2024 | 2 | 273,936 | BRK-B, BRK-A | 13F-HR | 8/1/2025 | 000090044025000195 |
| Q4 2023 | 2 | 232,563 | BRK-B, BRK-A | 13F-HR | 8/1/2025 | 000090044025000194 |
| Q3 2023 | 2 | 209,176 | BRK-B, USB | 13F-HR | 8/1/2025 | 000090044025000193 |
| Q2 2023 | 2 | 285,123 | BRK-B, USB | 13F-HR | 8/1/2025 | 000090044025000192 |
| Q1 2023 | 2 | 259,367 | BRK-B, USB | 13F-HR | 8/1/2025 | 000090044025000191 |
| Q4 2022 | 2 | 318,810 | BRK-B, USB | 13F-HR | 8/1/2025 | 000090044025000190 |
| Q3 2022 | 2 | 289,279 | BRK-B, USB | 13F-HR | 8/1/2025 | 000090044025000189 |
| Q2 2022 | 2 | 333,676 | BRK-B, USB | 13F-HR | 8/1/2025 | 000090044025000188 |
| Q1 2022 | 2 | 459,560 | BRK-B, USB | 13F-HR | 8/1/2025 | 000090044025000187 |
| Q4 2021 | 2 | 404,234 | BRK-B, USB | 13F-HR | 8/1/2025 | 000090044025000186 |
| Q3 2021 | 3 | 378,509 | BRK-B, USB, PAA | 13F-HR | 8/1/2025 | 000090044025000185 |
| Q2 2021 | 3 | 384,416 | BRK-B, USB, PAA | 13F-HR | 8/1/2025 | 000090044025000184 |
| Q1 2021 | 3 | 353,895 | BRK-B, USB, PAA | 13F-HR | 8/1/2025 | 000090044025000183 |
| Q4 2020 | 3 | 319,587 | BRK-B, USB, PAA | 13F-HR | 8/1/2025 | 000090044025000182 |
| Q3 2020 | 2 | 286,039 | BRK-B, USB | 13F-HR | 8/1/2025 | 000090044025000181 |
| Q2 2020 | 2 | 242,797 | BRK-B, USB | 13F-HR | 8/1/2025 | 000090044025000180 |
| Q1 2020 | 2 | 247,224 | BRK-B, USB | 13F-HR | 8/1/2025 | 000090044025000179 |
| Q4 2019 | 2 | 287,965 | BRK-B, USB | 13F-HR | 8/1/2025 | 000090044025000178 |
| Q3 2019 | 2 | 181,656 | BRK-B, USB | 13F-HR | 8/1/2025 | 000090044025000177 |
| Q2 2019 | 2 | 168,250 | BRK-B, USB | 13F-HR | 8/1/2025 | 000090044025000176 |
| Q1 2019 | 2 | 142,961 | BRK-B, USB | 13F-HR | 8/1/2025 | 000090044025000175 |
| Q4 2018 | 2 | 142,824 | BRK-B, USB | 13F-HR | 8/1/2025 | 000090044025000174 |
| Q3 2018 | 2 | 151,943 | BRK-B, USB | 13F-HR | 8/1/2025 | 000090044025000173 |
| Q2 2018 | 2 | 59,566 | BRK-B, USB | 13F-HR | 8/1/2025 | 000090044025000172 |
| Q1 2018 | 2 | 102,242 | BRK-B, USB | 13F-HR | 8/1/2025 | 000090044025000171 |
| Q4 2017 | 2 | 104,109 | BRK-B, USB | 13F-HR | 8/1/2025 | 000090044025000170 |