The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 213 | 496 | SH | SOLE | 0 | 0 | 0 | 496 | |
AMAZON COM INC | COM | 023135106 | 26,699 | 7,761 | SH | SOLE | 0 | 0 | 0 | 7,761 | |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 84,028 | 302,346 | SH | SOLE | 0 | 0 | 0 | 302,346 | |
BOEING CO | COM | 097023105 | 296 | 1,237 | SH | SOLE | 0 | 0 | 0 | 1,237 | |
FEDEX CORP | COM | 31428X106 | 219 | 735 | SH | SOLE | 0 | 0 | 0 | 735 | |
DISNEY WALT CO | COM | 254687106 | 13,114 | 74,609 | SH | SOLE | 0 | 0 | 0 | 74,609 | |
JOHNSON & JOHNSON | COM | 478160104 | 338 | 2,051 | SH | SOLE | 0 | 0 | 0 | 2,051 | |
PFIZER INC | COM | 717081103 | 373 | 9,514 | SH | SOLE | 0 | 0 | 0 | 9,514 | |
MICROSOFT CORP | COM | 594918104 | 3,514 | 12,973 | SH | SOLE | 0 | 0 | 0 | 12,973 | |
PEPSICO INC | COM | 713448108 | 645 | 4,353 | SH | SOLE | 0 | 0 | 0 | 4,353 | |
STRYKER CORPORATION | COM | 863667101 | 1,827 | 7,034 | SH | SOLE | 0 | 0 | 0 | 7,034 | |
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 393 | 7,015 | SH | SOLE | 0 | 0 | 0 | 7,015 | |
BK OF AMERICA CORP | COM | 060505104 | 250 | 6,052 | SH | SOLE | 0 | 0 | 0 | 6,052 | |
STARBUCKS CORP | COM | 855244109 | 6,976 | 62,393 | SH | SOLE | 0 | 0 | 0 | 62,393 | |
EXXON MOBIL CORP | COM | 30231G102 | 249 | 3,945 | SH | SOLE | 0 | 0 | 0 | 3,945 | |
WALMART INC | COM | 931142103 | 319 | 2,263 | SH | SOLE | 0 | 0 | 0 | 2,263 | |
ANTHEM INC | COM | 036752103 | 6,474 | 16,958 | SH | SOLE | 0 | 0 | 0 | 16,958 | |
TARGET CORP | COM | 87612E106 | 368 | 1,521 | SH | SOLE | 0 | 0 | 0 | 1,521 | |
DOMINION ENERGY INC | COM | 25746U109 | 885 | 12,026 | SH | SOLE | 0 | 0 | 0 | 12,026 | |
PROCTER AND GAMBLE CO | COM | 742718109 | 552 | 4,091 | SH | SOLE | 0 | 0 | 0 | 4,091 | |
HOME DEPOT INC | COM | 437076102 | 321 | 1,006 | SH | SOLE | 0 | 0 | 0 | 1,006 | |
MCDONALDS CORP | COM | 580135101 | 3,631 | 15,721 | SH | SOLE | 0 | 0 | 0 | 15,721 | |
JPMORGAN CHASE & CO | COM | 46625H100 | 216 | 1,388 | SH | SOLE | 0 | 0 | 0 | 1,388 | |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 12,598 | 31,461 | SH | SOLE | 0 | 0 | 0 | 31,461 | |
NEW YORK TIMES CO | CL A | 650111107 | 876 | 20,122 | SH | SOLE | 0 | 0 | 0 | 20,122 | |
COMCAST CORP NEW | CL A | 20030N101 | 12,597 | 220,918 | SH | SOLE | 0 | 0 | 0 | 220,918 | |
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 203 | 913 | SH | SOLE | 0 | 0 | 0 | 913 | |
NORFOLK SOUTHN CORP | COM | 655844108 | 263 | 993 | SH | SOLE | 0 | 0 | 0 | 993 | |
NEXTERA ENERGY INC | COM | 65339F101 | 1,720 | 23,466 | SH | SOLE | 0 | 0 | 0 | 23,466 | |
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 9,583 | 97,076 | SH | SOLE | 0 | 0 | 0 | 97,076 | |
APPLE INC | COM | 037833100 | 14,580 | 106,453 | SH | SOLE | 0 | 0 | 0 | 106,453 | |
SOUTHERN CO | COM | 842587107 | 10,429 | 172,359 | SH | SOLE | 0 | 0 | 0 | 172,359 | |
DOLLAR GEN CORP NEW | COM | 256677105 | 13,854 | 64,023 | SH | SOLE | 0 | 0 | 0 | 64,023 | |
NVIDIA CORPORATION | COM | 67066G104 | 540 | 675 | SH | SOLE | 0 | 0 | 0 | 675 | |
JACOBS ENGR GROUP INC | COM | 469814107 | 299 | 2,241 | SH | SOLE | 0 | 0 | 0 | 2,241 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 30,789 | 12,609 | SH | SOLE | 0 | 0 | 0 | 12,609 | |
BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 7,675 | 150,558 | SH | SOLE | 0 | 0 | 0 | 150,558 | |
ENBRIDGE INC | COM | 29250N105 | 10,146 | 253,400 | SH | SOLE | 0 | 0 | 0 | 253,400 | |
MASTERCARD INCORPORATED | CL A | 57636Q104 | 3,790 | 10,380 | SH | SOLE | 0 | 0 | 0 | 10,380 | |
GERMAN AMERN BANCORP INC | COM | 373865104 | 268 | 7,200 | SH | SOLE | 0 | 0 | 0 | 7,200 | |
PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | 4,777 | 46,850 | SH | SOLE | 0 | 0 | 0 | 46,850 | |
KKR & CO INC | COM | 48251W104 | 30,345 | 512,238 | SH | SOLE | 0 | 0 | 0 | 512,238 | |
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 2,093 | 18,566 | SH | SOLE | 0 | 0 | 0 | 18,566 | |
FACEBOOK INC | CL A | 30303M102 | 13,006 | 37,404 | SH | SOLE | 0 | 0 | 0 | 37,404 | |
ABBVIE INC | COM | 00287Y109 | 273 | 2,419 | SH | SOLE | 0 | 0 | 0 | 2,419 | |
TWITTER INC | COM | 90184L102 | 14,657 | 213,004 | SH | SOLE | 0 | 0 | 0 | 213,004 | |
ALPHABET INC | CAP STK CL C | 02079K107 | 226 | 90 | SH | SOLE | 0 | 0 | 0 | 90 | |
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 44,791 | 62,085 | SH | SOLE | 0 | 0 | 0 | 62,085 | |
ALTICE USA INC | CL A | 02156K103 | 12,656 | 370,708 | SH | SOLE | 0 | 0 | 0 | 370,708 | |
UNITY BIOTECHNOLOGY INC | COM | 91381U101 | 74 | 16,000 | SH | SOLE | 0 | 0 | 0 | 16,000 | |
ONEWATER MARINE INC | CL A COM | 68280L101 | 372 | 8,859 | SH | SOLE | 0 | 0 | 0 | 8,859 | |
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | 276 | 10,241 | SH | SOLE | 0 | 0 | 0 | 10,241 |