| Q4 2025 |
293 |
$347,286,120 |
+$4,245,775 |
-$2,296,129 |
+$1,949,646 |
SRHQ, SRHR, SCHD, JPM, SCHB
|
13F-HR |
21 Jan 2026, 12:44 |
| Q3 2025 |
277 |
$342,512,010 |
+$2,958,982 |
-$1,704,385 |
+$1,254,597 |
SRHQ, SRHR, SCHD, JPM, UTF
|
13F-HR |
17 Oct 2025, 14:32 |
| Q2 2025 |
268 |
$328,814,118 |
+$1,350,902 |
-$8,184,812 |
-$6,833,910 |
SRHQ, SRHR, SCHD, JPM, UTF
|
13F-HR |
22 Jul 2025, 14:28 |
| Q1 2025 |
269 |
$323,922,684 |
+$3,129,227 |
-$9,576,032 |
-$6,446,805 |
SRHQ, SRHR, SCHD, JPM, UTF
|
13F-HR |
05 May 2025, 15:49 |
| Q4 2024 |
281 |
$337,110,683 |
+$39,829,339 |
-$2,059,757 |
+$37,769,582 |
SRHQ, SRHR, SCHD, JPM, UTF
|
13F-HR |
29 Jan 2025, 14:26 |
| Q3 2024 |
285 |
$329,429,161 |
+$5,561,217 |
-$6,569,904 |
-$1,008,687 |
SRHQ, SRHR, SCHD, JPM, UTF
|
13F-HR |
01 Nov 2024, 11:40 |
| Q2 2024 |
290 |
$298,726,901 |
+$1,591,439 |
-$6,489,883 |
-$4,898,444 |
SRHQ, SRHR, SCHD, JPM, UTF
|
13F-HR |
06 Aug 2024, 12:25 |
| Q1 2024 |
307 |
$315,458,396 |
+$15,014,954 |
-$5,315,132 |
+$9,699,822 |
SRHQ, SRHR, SCHD, JPM, UTF
|
13F-HR |
26 Apr 2024, 15:55 |
| Q4 2023 |
298 |
$286,410,374 |
+$59,200,126 |
-$1,064,150 |
+$58,135,976 |
SRHQ, SRHR, SCHD, JPM, UTF
|
13F-HR |
24 Jan 2024, 10:59 |
| Q3 2023 |
292 |
$205,112,177 |
+$17,132,965 |
-$3,892,344 |
+$13,240,621 |
SRHQ, SCHD, JPM, UTF, SCHB
|
13F-HR |
31 Oct 2023, 15:47 |
| Q2 2023 |
294 |
$185,997,737 |
+$959 |
$0 |
+$959 |
SRHQ, UTF, JPM, SCHB, BRKA
|
13F-HR |
27 Jul 2023, 14:47 |
| Q1 2023 |
287 |
$187,788,000 |
+$3,864,147 |
-$1,580,031 |
+$2,284,116 |
SRHQ, UTF, JPM, SCHB, BRKA
|
13F-HR |
19 Apr 2023, 14:29 |
| Q4 2022 |
294 |
$180,266,000 |
+$98,863,675 |
-$1,852,392 |
+$97,011,283 |
SRHQ, UTF, JPM, SCHB, BRKA
|
13F-HR |
01 Feb 2023, 17:13 |
| Q3 2022 |
311 |
$76,834,000 |
+$3,612,617 |
-$2,238,279 |
+$1,374,338 |
UTF, JPM, SCHB, SCHD, BRKA
|
13F-HR |
17 Oct 2022, 16:11 |
| Q2 2022 |
298 |
$81,103,000 |
+$6,230,599 |
-$2,288,945 |
+$3,941,654 |
UTF, JPM, SCHB, BRKA, SCHD
|
13F-HR |
26 Jul 2022, 16:49 |
| Q1 2022 |
305 |
$90,138,000 |
+$7,181,973 |
-$438,093 |
+$6,743,880 |
UTF, SCHB, JPM, BRKA, BRKB
|
13F-HR |
27 Apr 2022, 11:09 |
| Q4 2021 |
306 |
$88,029,000 |
+$1,905,722 |
-$811,615 |
+$1,094,107 |
UTF, SCHB, JPM, SCHD, BRKB
|
13F-HR |
09 Feb 2022, 14:33 |
| Q3 2021 |
301 |
$82,138,000 |
+$4,103,338 |
-$1,501,440 |
+$2,601,898 |
UTF, JPM, SCHB, SCHD, BRKB
|
13F-HR |
26 Oct 2021, 16:26 |
| Q2 2021 |
298 |
$80,268,000 |
+$6,250,759 |
-$178,497 |
+$6,072,262 |
UTF, JPM, SCHB, SCHD, BRKB
|
13F-HR |
22 Jul 2021, 15:23 |
| Q1 2021 |
295 |
$70,291,000 |
+$6,251,589 |
-$1,112,030 |
+$5,139,559 |
UTF, JPM, SCHB, BRKB, SCHD
|
13F-HR |
27 Apr 2021, 16:26 |
| Q4 2020 |
295 |
$60,462,000 |
+$2,237,857 |
-$568,242 |
+$1,669,615 |
UTF, JPM, SCHB, BRKB, WMT
|
13F-HR |
22 Jan 2021, 15:19 |
| Q3 2020 |
305 |
$51,981,000 |
+$10,474,255 |
-$470,113 |
+$10,004,142 |
UTF, JPM, SCHB, BRKB, WMT
|
13F-HR |
21 Oct 2020, 16:39 |
| Q2 2020 |
283 |
$40,209,000 |
+$1,195,171 |
-$769,575 |
+$425,596 |
UTF, JPM, SCHB, WMT, BRKB
|
13F-HR |
27 Jul 2020, 12:22 |
| Q1 2020 |
272 |
$35,927,000 |
+$10,778,371 |
-$213,151 |
+$10,565,220 |
UTF, JPM, BRKB, WMT, SCHB
|
13F-HR |
29 Apr 2020, 10:54 |
| Q4 2019 |
262 |
$31,149,000 |
+$286,328 |
-$365,478 |
-$79,150 |
BRKB, SCHB, SCHD, STEW, VIG
|
13F-HR |
31 Jan 2020, 16:35 |
| Q3 2019 |
266 |
$29,667,000 |
+$281,607 |
-$493,014 |
-$211,407 |
BRKB, SCHB, STEW, SCHD, VIG
|
13F-HR |
25 Oct 2019, 14:09 |
| Q2 2019 |
272 |
$29,316,000 |
+$3,488,267 |
-$3,094,305 |
+$393,962 |
BRKB, SCHB, STEW, SCHD, VIG
|
13F-HR |
26 Jul 2019, 15:12 |
| Q1 2019 |
263 |
$28,168,000 |
+$3,556,009 |
-$3,714,336 |
-$158,327 |
BERKSHIRE HATHAWAY INC DEL, SCHB, STEW, SCHD, VIG
|
13F-HR |
25 Apr 2019, 12:15 |
| Q4 2018 |
266 |
$26,004,000 |
+$380,300 |
-$1,227,005 |
-$846,705 |
BRKB, STEW, SCHB, SCHD, VIG
|
13F-HR |
22 Jan 2019, 15:11 |
| Q3 2018 |
289 |
$29,194,000 |
+$1,226,684 |
-$124,674 |
+$1,102,010 |
BRKB, STEW, SCHB, SCHD, VIG
|
13F-HR |
23 Oct 2018, 16:56 |
| Q2 2018 |
277 |
$26,671,000 |
+$1,807,265 |
-$371,251 |
+$1,436,014 |
BRKB, STEW, SCHB, VIG, SCHD
|
13F-HR |
14 Aug 2018, 12:38 |
| Q1 2018 |
244 |
$25,196,000 |
+$559,585 |
-$45,816 |
+$513,769 |
BRKB, STEW, SCHB, VIG, SCHD
|
13F-HR |
15 May 2018, 18:09 |
| Q4 2017 |
235 |
$25,292,000 |
+$876,536 |
-$278,672 |
+$597,864 |
BRKB, STEW, SCHB, VIG, SCHD
|
13F-HR |
14 Feb 2018, 17:59 |
| Q3 2017 |
241 |
$23,576,000 |
+$2,295,183 |
-$389,373 |
+$1,905,810 |
BRKB, STEW, VIG, WTW, SCHP
|
13F-HR |
14 Nov 2017, 17:13 |
| Q2 2017 |
216 |
$20,969,000 |
+$319,327 |
-$1,211,161 |
-$891,834 |
BRKB, STEW, VIG, SCHP, WTW
|
13F-HR |
14 Aug 2017, 15:21 |
| Q1 2017 |
217 |
$21,409,000 |
+$790,207 |
-$211,610 |
+$578,597 |
BRKB, WTW, STEW, VIG, SCHP
|
13F-HR |
15 May 2017, 14:11 |
| Q4 2016 |
222 |
$20,115,000 |
+$914,021 |
-$112,383 |
+$801,638 |
BRKB, WTW, STEW, VIG, SO
|
13F-HR |
14 Feb 2017, 17:30 |
| Q3 2016 |
223 |
$19,139,000 |
+$169,552 |
-$26,739 |
+$142,813 |
BRKB, WTW, STEW, SO, VIG
|
13F-HR |
14 Nov 2016, 16:15 |
| Q2 2016 |
224 |
$18,773,000 |
+$704,329 |
-$722,281 |
-$17,952 |
BRKB, WTW, STEW, SO, VIG
|
13F-HR |
15 Aug 2016, 17:09 |
| Q1 2016 |
241 |
$18,112,000 |
+$2,254,759 |
-$1,922,393 |
+$332,366 |
WTW, BRKB, STEW, SO, VIG
|
13F-HR |
16 May 2016, 16:39 |
| Q4 2015 |
243 |
$16,976,000 |
+$553,502 |
-$1,248,128 |
-$694,626 |
TW, BRKB, STEW, SO, VIG
|
13F-HR |
16 Feb 2016, 16:10 |
| Q3 2015 |
262 |
$16,994,000 |
+$2,652,684 |
-$458,639 |
+$2,194,045 |
TW, BRKB, STEW, SO, VIG
|
13F-HR |
16 Nov 2015, 16:03 |
| Q2 2015 |
253 |
$15,818,000 |
+$1,279,496 |
-$47,750 |
+$1,231,746 |
TW, BRKB, STEW, VIG, MMM
|
13F-HR |
14 Aug 2015, 17:16 |
| Q1 2015 |
255 |
$15,094,000 |
+$1,158,605 |
-$915,223 |
+$243,382 |
TW, BRKB, STEW, VIG, WMT
|
13F-HR |
15 May 2015, 16:48 |
| Q4 2014 |
259 |
$14,636,000 |
+$1,170,490 |
-$248,249 |
+$922,241 |
TW, BRKB, VIG, WMT, MMM
|
13F-HR |
11 Feb 2015, 15:59 |
| Q3 2014 |
252 |
$12,920,000 |
+$462,306 |
-$254,250 |
+$208,056 |
TW, BRKB, IBM, WMT, BRKA
|
13F-HR |
14 Nov 2014, 17:21 |
| Q2 2014 |
149 |
$12,693,000 |
+$353,633 |
-$26,680 |
+$326,953 |
TW, BRKB, BRKA, IBM, WMT
|
13F-HR |
14 Aug 2014, 16:50 |
| Q1 2014 |
145 |
$12,491,000 |
+$2,860,102 |
-$652,960 |
+$2,207,142 |
TW, BRKB, BRKA, IBM, WMT
|
13F-HR |
15 May 2014, 15:06 |
| Q4 2013 |
151 |
$10,151,000 |
$0 |
$0 |
$0 |
BRKB, TW, BRKA, IBM, WMT
|
13F-HR |
14 Feb 2014, 15:32 |