| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 56 | 235,879 | BRK-A, VOO, GOOGL, BRK-B | 13F-HR | 8/3/2026 | 000210877126000003 |
| Q1 2026 | 56 | 237,122 | BRK-A, GOOGL, VOO, BRK-B | 13F-HR | 4/21/2026 | 000210877126000002 |
| Q4 2025 | 55 | 255,932 | BRK-A, VOO, GOOGL, BRK-B | 13F-HR | 2/11/2026 | 000210877126000001 |