| |
|
|
|
ISSUE |
SHARES |
VALUE |
% of
ASSETS |
|
|
|
|
|
|
|
|
|
1 |
Berkshire
Hathaway Inc, Class A |
254
|
$
29,108,400 |
26.30% |
|
|
2 |
Ventas Inc |
226,200
|
$
9,545,640 |
8.63% |
|
|
3 |
Ithan Creek
Partners, LP |
7 |
$
8,793,123 |
7.95% |
|
|
4 |
Johnson &
Johnson |
86,000
|
$
5,405,960 |
4.88% |
|
|
5 |
Cohen & Steers
REIT and Utility Income Fund |
487,392
|
$
4,898,290 |
4.43% |
|
|
6 |
Advent
Claymore Global Convt Sec & Income Fund, Series W7 |
160
|
$
3,600,000 |
3.25% |
|
|
7 |
F&C/Claymore
Total Return Fund |
210,716
|
$
3,133,347 |
2.83% |
|
|
8 |
LTC Properties |
112,000
|
$
2,842,560 |
2.57% |
|
|
9 |
TS&W/Claymore
Tax-Advantaged Balanced Fund |
81
|
$
1,822,500 |
1.65% |
|
|
10 |
Western Asset
Premier Bond Fund, Series M |
80
|
$
1,800,000 |
1.63% |
|
|
11 |
Cohen & Steer
Infrastructure Fund |
110,700
|
$
1,633,932 |
1.48% |
|
|
12 |
Pimco
Corporate Opportunity Fund, Series W |
69
|
$
1,552,500 |
1.40% |
|
|
13 |
Gabelli
Dividend & Income Trust, Series C |
68
|
$
1,530,000 |
1.38% |
|
|
14 |
Blackrock Pfd
and Equity Advantage, Series F7 |
65
|
$
1,462,500 |
1.32% |
|
|
15 |
3M Co |
18,000
|
$
1,448,820 |
1.31% |
|
|
16 |
Unilever NV |
45,000
|
$
1,385,426 |
1.25% |
|
|
17 |
ING Clarion
Global Real Estate Income Fund |
143,664
|
$
951,056 |
0.86% |
|
|
18 |
General
Electric Co |
50,000
|
$
804,000 |
0.73% |
|
|
19 |
GlaxoSmithKline ADR |
20,000
|
$
780,200 |
0.70% |
|
|
20 |
C&S Quality
Income Realty Fund |
119,727
|
$
672,866 |
0.61% |
|
|
21 |
Cohen & Steers Worldwide Realty Income Fund |
111,600
|
$
662,904 |
0.60% |
|
|
22 |
Procter &
Gamble Co |
8,000
|
$
492,400 |
0.44% |
|
|
23 |
Neuberger
Berman Real Estate Securities Income Fund, Series A |
13
|
$
292,500 |
0.26% |
|
|
24 |
Kiwi Income
Property Trust |
390,199
|
$
276,541 |
0.25% |
|
|
25 |
Pfizer Inc |
9,700
|
$
181,002 |
0.16% |
|
|
26 |
Guoco Group
Ltd |
5,000
|
$
49,009 |
0.04% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Total Common,
Preferred Stock and ARPS |
|
$
85,125,475 |
|
|
|
|
Cash and Cash
Equivalents |
|
$
25,774,342 |
|
|
|
|