Q2 2024 |
913 |
$2.12B |
+$118M |
-$83.5M |
+$34.2M |
AAPL, MSFT, NVDA, VTI, AMZN
|
13F-HR |
8/14/2024, 10:24 AM |
Q1 2024 |
948 |
$2.09B |
+$56.7M |
-$40.1M |
+$16.6M |
AAPL, MSFT, VTI, NVDA, AMZN
|
13F-HR |
5/15/2024, 10:11 AM |
Q4 2023 |
910 |
$1.92B |
+$59.7M |
-$104M |
-$44.7M |
AAPL, MSFT, VTI, AMZN, NVDA
|
13F-HR |
2/14/2024, 05:05 PM |
Q3 2023 |
896 |
$1.76B |
+$40.4M |
-$52.9M |
-$12.5M |
AAPL, MSFT, VTI, AMZN, GOOGL
|
13F-HR |
11/14/2023, 10:00 AM |
Q2 2023 |
934 |
$1.85B |
+$75.7M |
-$53.4M |
+$22.3M |
AAPL, MSFT, VTI, AMZN, VEA
|
13F-HR |
8/14/2023, 11:57 AM |
Q1 2023 |
913 |
$1.71B |
+$71.8M |
-$39.5M |
+$32.4M |
AAPL, MSFT, VTI, AMZN, VEA
|
13F-HR |
5/12/2023, 05:20 PM |
Q4 2022 |
887 |
$1.55B |
+$84.8M |
-$56.8M |
+$28M |
AAPL, VTI, MSFT, VEA, SPY
|
13F-HR |
2/14/2023, 09:10 AM |
Q3 2022 |
878 |
$1.42B |
+$123M |
-$49.7M |
+$73.7M |
AAPL, VTI, MSFT, AMZN, SPY
|
13F-HR |
11/14/2022, 11:44 AM |
Q2 2022 |
898 |
$1.46B |
+$147M |
-$99.7M |
+$47M |
AAPL, VTI, MSFT, SPY, AMZN
|
13F-HR |
8/15/2022, 08:27 AM |
Q1 2022 |
919 |
$1.74B |
+$101M |
-$39.8M |
+$61.7M |
AAPL, VTI, MSFT, AMZN, SPY
|
13F-HR |
5/16/2022, 10:31 AM |
Q4 2021 |
909 |
$1.77B |
+$63.3M |
-$40.9M |
+$22.4M |
AAPL, VTI, MSFT, AMZN, SPY
|
13F-HR |
2/14/2022, 05:24 PM |
Q3 2021 |
905 |
$1.61B |
+$42.8M |
-$44.3M |
-$1.5M |
AAPL, VTI, MSFT, AMZN, SPY
|
13F-HR |
11/15/2021, 01:34 PM |
Q2 2021 |
906 |
$1.63B |
+$262M |
-$41.5M |
+$221M |
AAPL, VTI, MSFT, AMZN, SPY
|
13F-HR |
8/16/2021, 11:33 AM |
Q1 2021 |
787 |
$1.31B |
+$13.9M |
-$245M |
-$231M |
VTI, AAPL, MSFT, VEA, AMZN
|
13F-HR |
5/14/2021, 03:06 PM |
Q4 2020 |
876 |
$1.46B |
+$637M |
-$14M |
+$623M |
AAPL, VTI, MSFT, AMZN, SPY
|
13F-HR |
2/11/2021, 03:59 PM |
Q3 2020 |
469 |
$33.3M |
$0 |
$0 |
|
VEU, VT, MBB, KKR, CRM
|
New Holdings |
12/16/2020, 01:00 PM |
Q3 2020 |
729 |
$764M |
+$64.9M |
-$390M |
-$325M |
VTI, AAPL, MSFT, AMZN, VEA
|
Restatement |
12/16/2020, 12:59 PM |
Q2 2020 |
722 |
$1.05B |
+$83.8M |
-$83.3M |
+$454K |
AAPL, VTI, MSFT, VEA, AMZN
|
13F-HR |
8/14/2020, 12:45 PM |
Q1 2020 |
683 |
$889M |
+$132M |
-$55.1M |
+$77.3M |
AAPL, VTI, MSFT, SPY, VEA
|
13F-HR |
5/6/2020, 04:13 PM |
Q4 2019 |
699 |
$1.01B |
+$34.1M |
-$58.6M |
-$24.5M |
AAPL, MSFT, VTI, BRKA, SPY
|
13F-HR |
1/28/2020, 02:50 PM |
Q3 2019 |
702 |
$957M |
+$72.3M |
-$31.2M |
+$41.1M |
AAPL, MSFT, BRKA, SPY, T
|
13F-HR |
10/31/2019, 11:54 AM |
Q2 2019 |
679 |
$913M |
+$108M |
-$25.9M |
+$82.1M |
AAPL, MSFT, BRKA, SPY, T
|
13F-HR |
7/25/2019, 04:06 PM |
Q1 2019 |
660 |
$802M |
+$41.4M |
-$32.7M |
+$8.7M |
AAPL, MSFT, BRKA, VT, VEU
|
Restatement |
7/25/2019, 04:05 PM |
Q4 2018 |
633 |
$707M |
+$42M |
-$37M |
+$5.02M |
AAPL, MSFT, BRKA, VT, VEU
|
13F-HR |
1/30/2019, 04:17 PM |
Q3 2018 |
671 |
$810M |
+$40M |
-$15.3M |
+$24.7M |
AAPL, MSFT, BRKA, VT, AMZN
|
13F-HR |
11/7/2018, 05:17 PM |
Q2 2018 |
643 |
$737M |
+$29.1M |
-$28.8M |
+$300K |
AAPL, MSFT, BRKA, VT, VEU
|
13F-HR |
7/24/2018, 04:20 PM |
Q1 2018 |
643 |
$724M |
+$36.9M |
-$25M |
+$11.9M |
AAPL, BRKA, MSFT, VEU, VT
|
13F-HR |
5/4/2018, 05:12 PM |
Q4 2017 |
662 |
$721M |
+$32.8M |
-$20.3M |
+$12.5M |
AAPL, BRKA, MSFT, VEU, VT
|
13F-HR |
2/9/2018, 01:15 PM |
Q3 2017 |
634 |
$672M |
+$82.2M |
-$23.8M |
+$58.4M |
AAPL, BRKA, VEU, MSFT, VT
|
13F-HR |
11/13/2017, 04:26 PM |
Q2 2017 |
564 |
$588M |
+$32.9M |
-$17.6M |
+$15.4M |
BRKA, AAPL, MSFT, IVE, IVW
|
13F-HR |
8/1/2017, 05:39 PM |
Q1 2017 |
558 |
$556M |
+$36M |
-$19.3M |
+$16.7M |
BRKA, AAPL, MSFT, IVE, IVW
|
13F-HR |
4/27/2017, 02:35 PM |
Q4 2016 |
524 |
$511M |
+$27.4M |
-$22.9M |
+$4.54M |
BRKA, AAPL, MSFT, IVE, XOM
|
13F-HR |
2/8/2017, 08:26 AM |
Q3 2016 |
521 |
$494M |
+$39.3M |
-$12.1M |
+$27.3M |
BRKA, AAPL, MSFT, IVE, XOM
|
13F-HR |
11/14/2016, 08:36 AM |
Q2 2016 |
510 |
$451M |
+$32.2M |
-$12.5M |
+$19.8M |
BRKA, AAPL, MSFT, XOM, IVE
|
13F-HR |
8/10/2016, 02:54 PM |
Q1 2016 |
486 |
$424M |
+$30.8M |
-$24.4M |
+$6.43M |
BRKA, AAPL, MSFT, IVE, XOM
|
13F-HR |
5/10/2016, 03:37 PM |
Q4 2015 |
465 |
$417M |
+$33.3M |
-$27.4M |
+$5.93M |
BRKA, AAPL, IVE, MSFT, AGN
|
13F-HR |
2/8/2016, 03:53 PM |
Q3 2015 |
457 |
$390M |
+$31.3M |
-$21.5M |
+$9.79M |
BRKA, AAPL, MSFT, ANET, AGN
|
13F-HR |
11/12/2015, 02:09 PM |
Q2 2015 |
496 |
$416M |
+$28.9M |
-$23.1M |
+$5.8M |
BRKA, AAPL, ANET, AGN, MSFT
|
13F-HR |
8/12/2015, 01:08 PM |
Q1 2015 |
472 |
$411M |
+$24.7M |
-$16.5M |
+$8.16M |
BRKA, ANET, AAPL, XOM, B108PS
|
13F-HR |
5/8/2015, 07:07 AM |
Q4 2014 |
455 |
$398M |
+$41.8M |
-$12.9M |
+$28.9M |
BRKA, ANET, AAPL, XOM, MSFT
|
13F-HR |
2/12/2015, 03:31 PM |
Q3 2014 |
432 |
$359M |
+$12.8M |
-$11.1M |
+$1.67M |
BRKA, AAPL, XOM, MSFT, IVE
|
13F-HR |
11/3/2014, 10:37 AM |
Q2 2014 |
434 |
$354M |
+$23.8M |
-$20.7M |
+$3.07M |
BRKA, AAPL, XOM, CSCO, MSFT
|
13F-HR |
8/1/2014, 10:27 AM |
Q1 2014 |
433 |
$349M |
+$12.8M |
-$16.4M |
-$3.62M |
BRKA, XOM, AAPL, MSFT, CSCO
|
Restatement |
5/5/2014, 01:09 PM |
Q4 2013 |
435 |
$333M |
$0 |
$0 |
|
XOM, AAPL, CSCO, MSFT, IVE
|
13F-HR |
1/29/2014, 10:38 AM |