Q4 2018 Holdings
Filed 2019-01-22 | 122 holdings | $5.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $2.4K | 8 | 0.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $2.5K | 19,255 | 0.0% |
| Arch Cap Group LTD(ACGL) | ORD | G0450A105 | $2.6K | 97,002 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $2.7K | 19,437 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $2.8K | 25,546 | 0.1% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $3.3K | 41,950 | 0.1% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $3.3K | 70,866 | 0.1% |
| Vanguard Group(VIG) | DIV APP ETF | 921908844 | $3.4K | 34,714 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $3.5K | 3,337 | 0.1% |
| Brown Forman Corp(BF/B) | CL B | 115637209 | $3.7K | 76,752 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $3.7K | 2,487 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $3.8K | 3,663 | 0.1% |
| Starbucks Corp(SBUX) | COM | 855244109 | $4.5K | 70,470 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $4.6K | 35,560 | 0.1% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $4.7K | 98,637 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $5.4K | 34,313 | 0.1% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $7.9K | 62,379 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $45.1K | 220,705 | 0.8% |
| Adobe Inc(ADBE) | COM | 00724F101 | $223.0K | 986 | 4.1% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $260.0K | 3,400 | 4.8% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $895.0K | 9,703 | 16.5% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $3.8M | 18,891 | 71.0% |