| Q4 2025 |
|
|
|
|
$0 |
|
13F-NT |
17 Feb 2026, 15:37 |
| Q3 2025 |
930 |
$2,448,628,803 |
+$65,438,090 |
-$41,585,872 |
+$23,852,218 |
AAPL, NVDA, MSFT, VTI, AMZN
|
13F-HR |
14 Nov 2025, 07:00 |
| Q2 2025 |
929 |
$2,245,846,337 |
+$121,888,724 |
-$79,006,211 |
+$42,882,513 |
AAPL, MSFT, NVDA, VTI, AMZN
|
13F-HR |
14 Aug 2025, 11:44 |
| Q4 2024 |
903 |
$2,085,844,709 |
+$44,527,617 |
-$147,583,584 |
-$103,055,967 |
AAPL, MSFT, VTI, NVDA, AMZN
|
13F-HR |
14 Feb 2025, 09:30 |
| Q3 2024 |
937 |
$2,186,826,660 |
+$49,576,306 |
-$68,736,877 |
-$19,160,571 |
AAPL, MSFT, VTI, NVDA, AMZN
|
13F-HR |
14 Nov 2024, 09:37 |
| Q2 2024 |
913 |
$2,116,407,267 |
+$117,676,027 |
-$83,469,702 |
+$34,206,325 |
AAPL, MSFT, NVDA, VTI, AMZN
|
13F-HR |
14 Aug 2024, 10:24 |
| Q1 2024 |
948 |
$2,094,663,513 |
+$56,747,110 |
-$40,140,110 |
+$16,607,000 |
AAPL, MSFT, VTI, NVDA, AMZN
|
13F-HR |
15 May 2024, 10:11 |
| Q4 2023 |
910 |
$1,916,373,380 |
+$59,670,863 |
-$104,407,172 |
-$44,736,309 |
AAPL, MSFT, VTI, AMZN, NVDA
|
13F-HR |
14 Feb 2024, 17:05 |
| Q3 2023 |
896 |
$1,761,414,968 |
+$40,425,666 |
-$52,901,062 |
-$12,475,396 |
AAPL, MSFT, VTI, AMZN, GOOGL
|
13F-HR |
14 Nov 2023, 10:00 |
| Q2 2023 |
934 |
$1,853,749,142 |
+$75,728,486 |
-$53,392,637 |
+$22,335,849 |
AAPL, MSFT, VTI, AMZN, VEA
|
13F-HR |
14 Aug 2023, 11:57 |
| Q1 2023 |
913 |
$1,706,063,844 |
+$71,816,467 |
-$39,457,911 |
+$32,358,556 |
AAPL, MSFT, VTI, AMZN, VEA
|
13F-HR |
12 May 2023, 17:20 |
| Q4 2022 |
887 |
$1,554,405,744 |
+$84,778,915 |
-$56,755,940 |
+$28,022,975 |
AAPL, VTI, MSFT, VEA, SPY
|
13F-HR |
14 Feb 2023, 09:10 |
| Q3 2022 |
878 |
$1,416,463,000 |
+$123,408,813 |
-$49,708,952 |
+$73,699,861 |
AAPL, VTI, MSFT, AMZN, SPY
|
13F-HR |
14 Nov 2022, 11:44 |
| Q2 2022 |
898 |
$1,463,632,000 |
+$146,705,203 |
-$99,718,424 |
+$46,986,779 |
AAPL, VTI, MSFT, SPY, AMZN
|
13F-HR |
15 Aug 2022, 08:27 |
| Q1 2022 |
919 |
$1,741,596,000 |
+$101,496,677 |
-$39,759,362 |
+$61,737,315 |
AAPL, VTI, MSFT, AMZN, SPY
|
13F-HR |
16 May 2022, 10:31 |
| Q4 2021 |
909 |
$1,770,964,000 |
+$63,319,631 |
-$40,944,416 |
+$22,375,215 |
AAPL, VTI, MSFT, AMZN, SPY
|
13F-HR |
14 Feb 2022, 17:24 |
| Q3 2021 |
905 |
$1,607,899,000 |
+$42,767,062 |
-$44,268,587 |
-$1,501,525 |
AAPL, VTI, MSFT, AMZN, SPY
|
13F-HR |
15 Nov 2021, 13:34 |
| Q2 2021 |
906 |
$1,629,511,000 |
+$262,348,299 |
-$41,477,734 |
+$220,870,565 |
AAPL, VTI, MSFT, AMZN, SPY
|
13F-HR |
16 Aug 2021, 11:33 |
| Q1 2021 |
787 |
$1,312,119,000 |
+$13,937,266 |
-$244,974,154 |
-$231,036,888 |
VTI, AAPL, MSFT, VEA, AMZN
|
13F-HR |
14 May 2021, 15:06 |
| Q4 2020 |
876 |
$1,464,077,000 |
+$636,965,749 |
-$14,049,459 |
+$622,916,290 |
AAPL, VTI, MSFT, AMZN, SPY
|
13F-HR |
11 Feb 2021, 15:59 |
| Q3 2020 |
469 |
$33,268,000 |
$0 |
$0 |
$0 |
VEU, VT, MBB, KKR, CRM
|
New Holdings |
16 Dec 2020, 13:00 |
| Q3 2020 |
729 |
$764,226,000 |
+$64,862,122 |
-$389,660,802 |
-$324,798,680 |
VTI, AAPL, MSFT, AMZN, VEA
|
Restatement |
16 Dec 2020, 12:59 |
| Q2 2020 |
722 |
$1,054,979,000 |
+$83,769,331 |
-$83,315,228 |
+$454,103 |
AAPL, VTI, MSFT, VEA, AMZN
|
13F-HR |
14 Aug 2020, 12:45 |
| Q1 2020 |
683 |
$888,818,000 |
+$132,456,311 |
-$55,137,280 |
+$77,319,031 |
AAPL, VTI, MSFT, SPY, VEA
|
13F-HR |
06 May 2020, 16:13 |
| Q4 2019 |
699 |
$1,014,248,000 |
+$34,057,072 |
-$58,600,578 |
-$24,543,506 |
AAPL, MSFT, VTI, BRKA, SPY
|
13F-HR |
28 Jan 2020, 14:50 |
| Q3 2019 |
702 |
$957,031,000 |
+$72,263,414 |
-$31,166,860 |
+$41,096,554 |
AAPL, MSFT, BRKA, SPY, T
|
13F-HR |
31 Oct 2019, 11:54 |
| Q2 2019 |
679 |
$912,764,000 |
+$108,021,068 |
-$25,887,472 |
+$82,133,596 |
AAPL, MSFT, BRKA, SPY, T
|
13F-HR |
25 Jul 2019, 16:06 |
| Q1 2019 |
660 |
$801,800,000 |
+$41,353,248 |
-$32,651,930 |
+$8,701,318 |
AAPL, MSFT, BRKA, VT, VEU
|
Restatement |
25 Jul 2019, 16:05 |
| Q4 2018 |
633 |
$706,539,000 |
+$42,033,066 |
-$37,017,062 |
+$5,016,004 |
AAPL, MSFT, BRKA, VT, VEU
|
13F-HR |
30 Jan 2019, 16:17 |
| Q3 2018 |
671 |
$809,573,000 |
+$40,002,251 |
-$15,285,523 |
+$24,716,728 |
AAPL, MSFT, BRKA, VT, AMZN
|
13F-HR |
07 Nov 2018, 17:17 |
| Q2 2018 |
643 |
$737,099,000 |
+$29,116,917 |
-$28,817,197 |
+$299,720 |
AAPL, MSFT, BRKA, VT, VEU
|
13F-HR |
24 Jul 2018, 16:20 |
| Q1 2018 |
643 |
$724,429,000 |
+$36,856,277 |
-$24,957,899 |
+$11,898,378 |
AAPL, BRKA, MSFT, VEU, VT
|
13F-HR |
04 May 2018, 17:12 |
| Q4 2017 |
662 |
$720,689,000 |
+$32,774,014 |
-$20,276,108 |
+$12,497,906 |
AAPL, BRKA, MSFT, VEU, VT
|
13F-HR |
09 Feb 2018, 13:15 |
| Q3 2017 |
634 |
$672,176,000 |
+$82,239,894 |
-$23,829,886 |
+$58,410,008 |
AAPL, BRKA, VEU, MSFT, VT
|
13F-HR |
13 Nov 2017, 16:26 |
| Q2 2017 |
564 |
$587,795,000 |
+$32,935,266 |
-$17,570,170 |
+$15,365,096 |
BRKA, AAPL, MSFT, IVE, IVW
|
13F-HR |
01 Aug 2017, 17:39 |
| Q1 2017 |
558 |
$556,051,000 |
+$35,994,204 |
-$19,256,833 |
+$16,737,371 |
BRKA, AAPL, MSFT, IVE, IVW
|
13F-HR |
27 Apr 2017, 14:35 |
| Q4 2016 |
524 |
$510,600,000 |
+$27,426,116 |
-$22,882,250 |
+$4,543,866 |
BRKA, AAPL, MSFT, IVE, XOM
|
13F-HR |
08 Feb 2017, 08:26 |
| Q3 2016 |
521 |
$494,312,000 |
+$39,340,154 |
-$12,084,473 |
+$27,255,681 |
BRKA, AAPL, MSFT, IVE, XOM
|
13F-HR |
14 Nov 2016, 08:36 |
| Q2 2016 |
510 |
$451,084,000 |
+$32,233,219 |
-$12,476,818 |
+$19,756,401 |
BRKA, AAPL, MSFT, XOM, IVE
|
13F-HR |
10 Aug 2016, 14:54 |
| Q1 2016 |
486 |
$424,311,000 |
+$30,775,481 |
-$24,350,127 |
+$6,425,354 |
BRKA, AAPL, MSFT, IVE, XOM
|
13F-HR |
10 May 2016, 15:37 |
| Q4 2015 |
465 |
$417,097,000 |
+$33,296,354 |
-$27,363,574 |
+$5,932,780 |
BRKA, AAPL, IVE, MSFT, AGN
|
13F-HR |
08 Feb 2016, 15:53 |
| Q3 2015 |
457 |
$390,301,000 |
+$31,335,487 |
-$21,544,355 |
+$9,791,132 |
BRKA, AAPL, MSFT, ANET, AGN
|
13F-HR |
12 Nov 2015, 14:09 |
| Q2 2015 |
496 |
$415,973,000 |
+$28,874,243 |
-$23,078,251 |
+$5,795,992 |
BRKA, AAPL, ANET, AGN, MSFT
|
13F-HR |
12 Aug 2015, 13:08 |
| Q1 2015 |
472 |
$410,759,000 |
+$24,707,989 |
-$16,545,718 |
+$8,162,271 |
BRKA, ANET, AAPL, XOM, B108PS
|
13F-HR |
08 May 2015, 07:07 |
| Q4 2014 |
455 |
$397,622,000 |
+$41,793,752 |
-$12,936,363 |
+$28,857,389 |
BRKA, ANET, AAPL, XOM, MSFT
|
13F-HR |
12 Feb 2015, 15:31 |
| Q3 2014 |
432 |
$358,701,000 |
+$12,753,455 |
-$11,082,358 |
+$1,671,097 |
BRKA, AAPL, XOM, MSFT, IVE
|
13F-HR |
03 Nov 2014, 10:37 |
| Q2 2014 |
434 |
$354,242,000 |
+$23,764,813 |
-$20,697,430 |
+$3,067,383 |
BRKA, AAPL, XOM, CSCO, MSFT
|
13F-HR |
01 Aug 2014, 10:27 |
| Q1 2014 |
433 |
$348,859,000 |
+$12,754,957 |
-$16,379,531 |
-$3,624,574 |
BRKA, XOM, AAPL, MSFT, CSCO
|
Restatement |
05 May 2014, 13:09 |
| Q4 2013 |
435 |
$332,670,000 |
$0 |
$0 |
$0 |
XOM, AAPL, CSCO, MSFT, IVE
|
13F-HR |
29 Jan 2014, 10:38 |