Q3 2024 |
57 |
$419M |
+$1.97M |
-$2.32M |
-$348K |
BRKA, VXUS, ORCL, USIG, WMT
|
13F-HR |
11/8/2024, 03:19 PM |
Q2 2024 |
58 |
$384M |
$0 |
-$20.8K |
-$20.8K |
BRKA, VXUS, USIG, VRTX, VTI
|
13F-HR |
7/25/2024, 09:59 AM |
Q1 2024 |
68 |
$388M |
+$6.67M |
$0 |
+$6.67M |
BRKA, VXUS, USIG, LIN, IEFA
|
13F-HR |
5/6/2024, 12:49 PM |
Q4 2023 |
58 |
$363M |
$0 |
-$21.6M |
-$21.6M |
BRKA, VXUS, USIG, IEFA, VRTX
|
13F-HR |
1/31/2024, 03:36 PM |
Q3 2023 |
60 |
$358M |
$0 |
-$41.2M |
-$41.2M |
BRKA, VXUS, USIG, WMT, IEFA
|
13F-HR |
11/2/2023, 05:20 PM |
Q2 2023 |
67 |
$412M |
+$64.9M |
-$26.3M |
+$38.6M |
BRKA, VXUS, USIG, PEP, PG
|
13F-HR |
8/1/2023, 04:08 PM |
Q1 2023 |
54 |
$359M |
+$10.1M |
-$9.7M |
+$370K |
BRKA, VXUS, V, ORCL, VRTX
|
13F-HR |
4/18/2023, 10:40 AM |
Q4 2022 |
54 |
$348M |
+$2.58M |
-$2.31M |
+$272K |
BRKA, VXUS, V, VRTX, PEP
|
13F-HR |
1/20/2023, 02:57 PM |
Q3 2022 |
53 |
$309M |
$0 |
-$1.72M |
-$1.72M |
BRKA, VXUS, VRTX, LOW, PEP
|
13F-HR |
10/14/2022, 05:12 PM |
Q2 2022 |
54 |
$330M |
+$2.24M |
-$2.79M |
-$554K |
BRKA, VXUS, VRTX, V, PG
|
13F-HR |
7/12/2022, 04:44 PM |
Q1 2022 |
53 |
$381M |
+$6.35M |
-$4.99M |
+$1.36M |
BRKA, VXUS, VRSK, V, UNP
|
13F-HR |
5/16/2022, 04:50 PM |
Q4 2021 |
52 |
$386M |
$0 |
-$64.3K |
-$64.3K |
VXUS, BRKA, LOW, VRSK, IEFA
|
13F-HR |
2/1/2022, 01:39 PM |
Q3 2021 |
52 |
$355M |
+$3.71M |
-$973K |
+$2.74M |
VXUS, BRKA, V, IEFA, VRSK
|
13F-HR |
10/8/2021, 03:35 PM |
Q2 2021 |
50 |
$359M |
+$20.1M |
-$31.8M |
-$11.7M |
VXUS, BRKA, V, IEFA, LOW
|
13F-HR |
8/2/2021, 02:38 PM |
Q1 2021 |
52 |
$356M |
+$22.7M |
-$5.24M |
+$17.4M |
VXUS, V, BRKA, ORCL, PG
|
13F-HR |
4/22/2021, 12:10 PM |
Q4 2020 |
48 |
$319M |
+$17M |
-$14.5M |
+$2.46M |
VXUS, V, BRKA, VRSK, PG
|
13F-HR |
2/10/2021, 04:55 PM |
Q3 2020 |
48 |
$292M |
+$1.39M |
-$623K |
+$769K |
VXUS, V, BRKA, PG, VRSK
|
13F-HR |
11/10/2020, 03:42 PM |
Q2 2020 |
47 |
$268M |
+$34.9M |
-$34.2M |
+$621K |
VXUS, V, BRKA, VRSK, PG
|
13F-HR |
7/24/2020, 11:44 AM |
Q1 2020 |
41 |
$239M |
+$1.11M |
-$2.72M |
-$1.61M |
V, BRKA, PG, WMT, PEP
|
13F-HR |
5/12/2020, 12:52 PM |
Q4 2019 |
42 |
$294M |
+$9.74M |
-$73.2M |
-$63.4M |
V, BRKA, PG, PEP, WMT
|
13F-HR |
2/7/2020, 05:09 PM |
Q3 2019 |
44 |
$343M |
+$2.29M |
-$10.4M |
-$8.09M |
V, BRKA, PG, PEP, VRSK
|
13F-HR |
11/21/2019, 12:45 PM |
Q2 2019 |
44 |
$350M |
+$27.7M |
-$27.6M |
+$73.5K |
V, BRKA, VRSK, ORCL, PEP
|
13F-HR |
8/1/2019, 04:14 PM |
Q1 2019 |
44 |
$339M |
+$697K |
-$8.35M |
-$7.66M |
V, BRKA, VRSK, ORCL, PEP
|
13F-HR |
4/22/2019, 03:48 PM |
Q4 2018 |
45 |
$312M |
+$8.01M |
-$15.8M |
-$7.79M |
BRKA, V, CME, PEP, ORCL
|
13F-HR |
2/13/2019, 04:28 PM |
Q3 2018 |
45 |
$358M |
$0 |
-$2.36M |
-$2.36M |
V, BRKA, LOW, ORCL, VRSK
|
13F-HR |
10/26/2018, 04:34 PM |
Q2 2018 |
45 |
$337M |
+$35.6M |
-$32.8M |
+$2.78M |
V, BRKA, CME, LOW, PEP
|
13F-HR |
7/23/2018, 12:14 PM |
Q1 2018 |
42 |
$335M |
+$14.1M |
-$5.54M |
+$8.53M |
BRKA, V, CME, PEP, ORCL
|
13F-HR |
4/25/2018, 01:11 PM |
Q4 2017 |
41 |
$335M |
$0 |
-$9.33M |
-$9.33M |
BRKA, V, CAT, PEP, ORCL
|
13F-HR |
1/12/2018, 10:21 AM |
Q3 2017 |
43 |
$321M |
+$17.3M |
-$33.8M |
-$16.5M |
BRKA, V, ORCL, PEP, PG
|
13F-HR |
11/3/2017, 05:10 PM |
Q2 2017 |
42 |
$326M |
+$3.91M |
-$10.1M |
-$6.22M |
BRKA, V, ORCL, PEP, PG
|
13F-HR |
8/8/2017, 01:56 PM |
Q1 2017 |
42 |
$326M |
+$3.08M |
-$14.3M |
-$11.2M |
BRKA, V, PEP, ORCL, IBM
|
13F-HR |
4/14/2017, 04:53 PM |
Q4 2016 |
42 |
$325M |
$0 |
$0 |
|
BRKA, V, PEP, MMM, IBM
|
13F-HR |
1/17/2017, 03:21 PM |
Q3 2016 |
42 |
$323M |
+$1.54M |
-$10.9M |
-$9.37M |
BRKA, V, PEP, PG, MMM
|
13F-HR |
11/14/2016, 12:40 PM |
Q2 2016 |
44 |
$330M |
+$847K |
-$8.18M |
-$7.33M |
BRKA, SJM, PEP, V, UNP
|
13F-HR |
7/27/2016, 04:47 PM |
Q1 2016 |
43 |
$326M |
+$20M |
-$26.2M |
-$6.22M |
BRKA, V, SJM, PEP, ORCL
|
13F-HR |
5/13/2016, 11:33 AM |
Q4 2015 |
44 |
$321M |
+$2.48M |
-$192K |
+$2.28M |
BRKA, PEP, V, MMM, SJM
|
13F-HR |
1/15/2016, 10:31 AM |
Q3 2015 |
44 |
$305M |
+$1.26M |
-$978K |
+$280K |
BRKA, PEP, V, UNP, MMM
|
13F-HR |
10/14/2015, 01:35 PM |
Q2 2015 |
43 |
$332M |
+$21M |
$0 |
+$21M |
BRKA, PEP, V, UNP, MMM
|
13F-HR |
7/24/2015, 05:08 PM |
Q1 2015 |
41 |
$319M |
+$24.9M |
-$59.5M |
-$34.7M |
PEP, UNP, V, MMM, ORCL
|
13F-HR |
5/12/2015, 04:12 PM |
Q4 2014 |
44 |
$372M |
$0 |
-$7.3M |
-$7.3M |
BRKA, UNP, PEP, V, MMM
|
13F-HR |
1/30/2015, 12:39 PM |
Q3 2014 |
45 |
$363M |
$0 |
$0 |
|
BRKA, PEP, UNP, IBM, RDSA
|
13F-HR |
11/13/2014, 04:32 PM |
Q2 2014 |
45 |
$366M |
+$8.87M |
-$12.9M |
-$4M |
BRKA, PEP, SLB, UNP, RDSA
|
13F-HR |
7/22/2014, 02:05 PM |
Q1 2014 |
49 |
$364M |
+$2.69M |
-$16.8M |
-$14.1M |
BRKA, UNP, PEP, IBM, RDSA
|
13F-HR |
5/2/2014, 10:55 AM |
Q4 2013 |
49 |
$378M |
$0 |
$0 |
|
BRKA, PEP, UNP, MMM, IBM
|
13F-HR |
1/21/2014, 02:48 PM |