Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|
Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q4 2024 | 332 | $1.43B | +$109M | -$23.4M | +$85.2M | AAPL, BRKB, MSFT, VOO, GOOG | 13F-HR | 2/12/2025, 02:05 PM |
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 |