Q4 2014 Holdings
Filed 2015-01-23 | 540 holdings | $836.2K | 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 | $429.4K | 1,900 | 51.4% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $71.0K | 900 | 8.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $51.0K | 1,820 | 6.1% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $50.0K | 770 | 6.0% |
| Corning Inc(GLW) | COM | 219350105 | $35.0K | 1,520 | 4.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $20.9K | 138,950 | 2.5% |
| Powershares ETF Trust | FTSE RAFI 1000 | 73935X583 | $15.5K | 169,539 | 1.9% |
| Powershares ETF Trust | FTSE US1500 SM | 73935X567 | $13.7K | 136,092 | 1.6% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $11.9K | 112,151 | 1.4% |
| Wisdomtree TR(DTD) | TOTAL DIVID FD | 97717W109 | $11.9K | 158,747 | 1.4% |
| Select Sector Spdr TR(XLE) | SBI INT-ENERGY | 81369Y506 | $9.7K | 122,012 | 1.2% |
| Enterprise Prods Partners L(EPD) | COM | 293792107 | $7.8K | 216,430 | 0.9% |
| Powershares Global ETF Trust | DEV MKTS EX-US | 73936T789 | $6.3K | 159,509 | 0.8% |
| BlackRock Munihldngs Cali QL(MUC) | COM | 09254L107 | $5.3K | 366,512 | 0.6% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $4.5K | 118,304 | 0.5% |
| Wisdomtree TR(DLS) | INTL SMCAP DIV | 97717W760 | $4.4K | 79,489 | 0.5% |
| Wisdomtree TR(DOL) | INTL LRGCAP DV | 97717W794 | $4.4K | 93,989 | 0.5% |
| Powershares ETF TR II | S&P500 LOW VOL | 73937B779 | $4.2K | 111,445 | 0.5% |
| Invesco Calif Value MUN Inc(VCV) | COM | 46132H106 | $3.8K | 293,919 | 0.5% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $3.7K | 40,091 | 0.4% |
| Wisdomtree TR(DGS) | EMG MKTS SMCAP | 97717W281 | $3.5K | 81,688 | 0.4% |
| Powershares Global ETF Trust | EX US SML PORT | 73936T771 | $3.2K | 122,139 | 0.4% |
| Novartis A G(NVSN) | SPONSORED ADR | 66987V109 | $3.0K | 32,455 | 0.4% |
| Powershares Global ETF Trust | EMER MRKT PORT | 73936T763 | $3.0K | 160,020 | 0.4% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.2K | 54,897 | 0.3% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.9K | 18,506 | 0.2% |
| Wisdomtree TR(DEM) | EMERG MKTS ETF | 97717W315 | $1.9K | 45,278 | 0.2% |
| Pepsico Inc(PEP) | COM | 713448108 | $1.8K | 19,266 | 0.2% |
| Pfizer Inc(PFE) | COM | 717081103 | $1.7K | 55,388 | 0.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $1.4K | 28,939 | 0.2% |
| Wisdomtree TR(ELD) | EM LCL DEBT FD | 97717X867 | $1.2K | 29,641 | 0.1% |
| FNB Corp PA(FNB) | COM | 302520101 | $1.2K | 91,751 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $1.1K | 12,212 | 0.1% |
| Access Midstream Partners L | UNIT | 00434L109 | $1.1K | 20,250 | 0.1% |
| International Business Machs(IBM) | COM | 459200101 | $1.1K | 6,812 | 0.1% |
| Proshares TR(TBT) | PSHS ULTSH 20YRS | 74347B201 | $1.0K | 22,500 | 0.1% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $989 | 12,982 | 0.1% |
| AT&T Inc(T) | COM | 00206R102 | $981 | 29,220 | 0.1% |
| PNC Finl Svcs Group Inc(PNC) | COM | 693475105 | $893 | 9,791 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $883 | 4,298 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $848 | 8,998 | 0.1% |
| Mylan Inc | COM | 628530107 | $812 | 14,406 | 0.1% |
| Ishares(PFF) | U.S. PFD STK ETF | 464288687 | $785 | 19,907 | 0.1% |
| Coca Cola Co(KO) | COM | 191216100 | $783 | 18,546 | 0.1% |
| Invesco MUN Opportunity TR(VMO) | COM | 46132C107 | $768 | 59,700 | 0.1% |
| Invesco Quality Muni Inc TRS(IQI) | COM | 46133G107 | $764 | 61,200 | 0.1% |
| Nuveen Prem Income MUN FD | COM | 67062T100 | $762 | 55,000 | 0.1% |
| Nuveen Amt-Free MUN Income F(XNEAX) | COM | 670657105 | $760 | 55,000 | 0.1% |
| Invesco MUN TR(VKQ) | COM | 46131J103 | $760 | 60,000 | 0.1% |
| Eaton Vance MUN BD FD(EIM) | COM | 27827X101 | $757 | 58,997 | 0.1% |