Q3 2024 |
338 |
$1.38B |
+$68.5M |
-$28.4M |
+$40.1M |
BRKB, AAPL, MSFT, VOO, GOOG
|
13F-HR |
11/14/2024, 09:13 AM |
Q2 2024 |
316 |
$1.27B |
+$80.7M |
-$37.8M |
+$42.8M |
BRKB, AAPL, MSFT, VOO, GOOG
|
13F-HR |
8/9/2024, 02:35 PM |
Q1 2024 |
313 |
$1.22B |
+$79.3M |
-$24.7M |
+$54.6M |
BRKB, MSFT, AAPL, VOO, GOOG
|
13F-HR |
5/6/2024, 10:06 AM |
Q4 2023 |
302 |
$1.08B |
+$88.1M |
-$88M |
+$108K |
BRKB, AAPL, MSFT, VOO, GOOG
|
13F-HR |
2/12/2024, 04:31 PM |
Q3 2023 |
303 |
$995M |
+$51.8M |
-$47.6M |
+$4.25M |
BRKB, AAPL, MSFT, GOOG, VOO
|
13F-HR |
11/13/2023, 11:42 AM |
Q2 2023 |
303 |
$1.02B |
+$61.9M |
-$53.8M |
+$8.05M |
AAPL, BRKB, MSFT, GOOG, VOO
|
13F-HR |
8/9/2023, 05:21 PM |
Q1 2023 |
311 |
$956M |
+$55.9M |
-$25.7M |
+$30.2M |
BRKB, AAPL, MSFT, GOOG, VOO
|
13F-HR |
5/9/2023, 09:58 AM |
Q4 2022 |
289 |
$876M |
+$70.9M |
-$38.7M |
+$32.2M |
BRKB, AAPL, MSFT, GOOG, VOO
|
13F-HR |
2/13/2023, 05:23 PM |
Q3 2022 |
270 |
$792M |
+$61M |
-$40.3M |
+$20.7M |
BRKB, AAPL, MSFT, GOOG, VCSH
|
13F-HR |
11/10/2022, 03:37 PM |
Q2 2022 |
278 |
$835M |
+$46.7M |
-$33.3M |
+$13.4M |
BRKB, AAPL, MSFT, GOOG, VCSH
|
13F-HR |
8/11/2022, 09:28 AM |
Q1 2022 |
291 |
$973M |
+$55.3M |
-$38.8M |
+$16.4M |
BRKB, AAPL, MSFT, GOOG, VCSH
|
Restatement |
5/17/2022, 09:55 AM |
Q4 2021 |
296 |
$1B |
+$49.8M |
-$19.1M |
+$30.6M |
AAPL, BRKB, MSFT, GOOG, VCSH
|
13F-HR |
2/10/2022, 04:30 PM |
Q3 2021 |
285 |
$907M |
+$45.9M |
-$21.7M |
+$24.2M |
AAPL, BRKB, MSFT, VCSH, GOOG
|
13F-HR |
11/10/2021, 10:33 AM |
Q2 2021 |
274 |
$896M |
+$65.7M |
-$13.9M |
+$51.8M |
BRKB, AAPL, MSFT, VCSH, GOOG
|
13F-HR |
8/10/2021, 12:53 PM |
Q1 2021 |
268 |
$795M |
+$63.5M |
-$23M |
+$40.5M |
BRKB, AAPL, VCSH, MSFT, GOOG
|
13F-HR |
5/14/2021, 10:24 AM |
Q4 2020 |
245 |
$731M |
+$39.7M |
-$14.1M |
+$25.6M |
AAPL, BRKB, VCSH, MSFT, SCHO
|
13F-HR |
2/8/2021, 08:51 AM |
Q3 2020 |
239 |
$637M |
+$52.1M |
-$24.1M |
+$28M |
AAPL, BRKB, VCSH, MSFT, SCHO
|
13F-HR |
11/5/2020, 01:32 PM |
Q2 2020 |
233 |
$588M |
+$81.1M |
-$40.9M |
+$40.2M |
AAPL, BRKB, VCSH, MSFT, SCHO
|
13F-HR |
8/13/2020, 09:32 AM |
Q1 2020 |
219 |
$473M |
+$55.1M |
-$20.6M |
+$34.5M |
BRKB, SCHO, AAPL, MSFT, GOOG
|
13F-HR |
5/11/2020, 02:22 PM |
Q4 2019 |
224 |
$526M |
+$39M |
-$6.59M |
+$32.4M |
BRKB, AAPL, MSFT, SCHO, GOOG
|
13F-HR |
2/10/2020, 05:27 PM |
Q3 2019 |
222 |
$463M |
+$18.4M |
-$4.25M |
+$14.2M |
BRKB, AAPL, MSFT, SCHO, GOOG
|
13F-HR |
11/12/2019, 03:01 PM |
Q2 2019 |
220 |
$444M |
+$32.6M |
-$24.6M |
+$8.08M |
BRKB, MSFT, AAPL, SCHO, GOOG
|
13F-HR |
8/12/2019, 04:48 PM |
Q1 2019 |
219 |
$421M |
+$33.2M |
-$5.99M |
+$27.2M |
BRKB, AAPL, MSFT, GOOG, SCHO
|
13F-HR |
5/9/2019, 04:32 PM |
Q4 2018 |
205 |
$357M |
+$28.1M |
-$30.9M |
-$2.73M |
BRKB, AAPL, MSFT, GOOG, VCSH
|
13F-HR |
2/13/2019, 05:11 PM |
Q3 2018 |
216 |
$405M |
+$14.3M |
-$13.7M |
+$512K |
BRKB, AAPL, MSFT, GOOG, EEM
|
13F-HR |
11/6/2018, 06:00 PM |
Q2 2018 |
213 |
$381M |
+$41.5M |
-$20.3M |
+$21.2M |
BRKB, AAPL, GOOG, MSFT, EEM
|
13F-HR |
8/10/2018, 10:59 AM |
Q1 2018 |
208 |
$355M |
+$26.3M |
-$51.4M |
-$25.1M |
BRKB, AAPL, EEM, GOOG, MSFT
|
13F-HR |
5/14/2018, 12:41 PM |
Q4 2017 |
227 |
$387M |
+$30.9M |
-$12.6M |
+$18.3M |
BRKB, AAPL, GOOG, EEM, VCSH
|
13F-HR |
2/7/2018, 01:24 PM |
Q3 2017 |
213 |
$350M |
+$42.8M |
-$52.4M |
-$9.6M |
BRKB, GOOG, AAPL, EEM, VCSH
|
Restatement |
11/13/2017, 11:25 AM |
Q2 2017 |
215 |
$340M |
+$27.9M |
-$15.6M |
+$12.2M |
BRKB, AAPL, GOOG, VCSH, DIS
|
13F-HR |
8/11/2017, 05:15 PM |
Q1 2017 |
197 |
$322M |
+$36.1M |
-$38.4M |
-$2.3M |
BRKB, AAPL, DIS, GOOG, VCSH
|
13F-HR |
5/11/2017, 10:36 AM |
Q4 2016 |
194 |
$312M |
+$26.6M |
-$13M |
+$13.6M |
BRKB, AAPL, DIS, VCSH, BND
|
13F-HR |
2/14/2017, 09:48 AM |
Q3 2016 |
184 |
$283M |
+$30.2M |
-$23.9M |
+$6.26M |
BRKB, BND, AAPL, VCSH, DIS
|
13F-HR |
11/14/2016, 04:58 PM |
Q2 2016 |
172 |
$272M |
+$41M |
-$34.9M |
+$6.01M |
BRKB, VCSH, BND, AAPL, JNJ
|
13F-HR |
8/12/2016, 01:02 PM |
Q1 2016 |
174 |
$268M |
+$46.3M |
-$33.9M |
+$12.4M |
BRKB, AAPL, FUR, VCSH, BND
|
13F-HR |
5/12/2016, 09:37 AM |
Q4 2015 |
162 |
$252M |
+$46.3M |
-$30.3M |
+$16M |
BRKB, FUR, AAPL, VCSH, BAC
|
13F-HR |
2/11/2016, 04:07 PM |
Q3 2015 |
156 |
$233M |
+$41.5M |
-$55.8M |
-$14.3M |
BRKB, FUR, AAPL, BKLN, VCSH
|
13F-HR |
11/12/2015, 01:22 PM |
Q2 2015 |
155 |
$266M |
+$27.2M |
-$12.1M |
+$15.1M |
FUR, BRKB, AAPL, BKLN, A309PS
|
13F-HR |
8/14/2015, 01:28 PM |
Q1 2015 |
150 |
$253M |
+$46.6M |
-$37.1M |
+$9.49M |
FUR, BRKB, AAPL, A309PS, BAC
|
13F-HR |
5/15/2015, 12:45 PM |
Q4 2014 |
148 |
$244M |
+$53.9M |
-$38.8M |
+$15.1M |
FUR, BRKB, AAPL, BAC, QQQ
|
13F-HR |
2/13/2015, 12:51 PM |
Q3 2014 |
128 |
$222M |
+$30.6M |
-$56.4M |
-$25.8M |
BRKB, FUR, AAPL, BAC, DVA
|
13F-HR |
11/14/2014, 10:30 AM |
Q2 2014 |
150 |
$247M |
+$63.1M |
-$19M |
+$44.1M |
FUR, BRKB, AAPL, BAC, A309PS
|
13F-HR |
8/8/2014, 11:28 AM |
Q1 2014 |
125 |
$206M |
+$38.2M |
-$51.5M |
-$13.2M |
BRKB, FUR, AAPL, BAC, GOOGL
|
13F-HR |
4/30/2014, 01:20 PM |
Q4 2013 |
129 |
$218M |
$0 |
$0 |
|
FUR, GOOGL, BRKB, BAC, AAPL
|
13F-HR |
2/12/2014, 10:16 AM |