Q4 2019 Holdings
Filed 2020-02-04 | 715 holdings | $757.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Cl B(BRK/B) | CL B NEW | 084670702 | $6.5M | 28,759 | 0.9% |
| Pepsico Incorporated(PEP) | COM | 713448108 | $7.8M | 57,116 | 1.0% |
| iShares Short Maturity Bond ETF(NEAR) | SHT MAT BD ETF | 46431W507 | $8.1M | 160,997 | 1.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $8.3M | 52,541 | 1.1% |
| Apple Computer Inc(AAPL) | COM | 037833100 | $10.3M | 35,062 | 1.4% |
| Vanguard Dividend Appreciation(VIG) | DIV APP ETF | 921908844 | $12.4M | 99,637 | 1.6% |
| Markel Corp(MKL) | COM | 570535104 | $16.3M | 14,300 | 2.2% |
| iShares Core Msci Emerging Markets ETF(IEMG) | ETF | 46434G103 | $17.9M | 332,425 | 2.4% |
| iShares Russell Midcap Value(IWS) | RUS MDCP VAL ETF | 464287473 | $20.3M | 214,025 | 2.7% |
| iShares US Home Construction(ITB) | ETF | 464288752 | $22.2M | 500,013 | 2.9% |
| Schwab US Tips ETF(SCHP) | ETF | 808524870 | $29.1M | 514,587 | 3.8% |
| iShares Core Msci Eafe(IEFA) | CORE MSCI EAFE | 46432F842 | $38.0M | 582,626 | 5.0% |
| Ishares Russell 2000(IWM) | RUSSELL 2000 ETF | 464287655 | $53.1M | 320,661 | 7.0% |
| Invesco S&P 500 Equal Weight ETF(RSP) | S&P500 EQL WGT | 46137V357 | $104.8M | 905,222 | 13.8% |
| IShares S&P 500 Index(IVV) | CORE S&P500 ETF | 464287200 | $201.6M | 623,714 | 26.6% |