Q2 2024 |
58 |
$132M |
+$14.4M |
-$25M |
-$10.6M |
BRKB, BIL, GLD, BND, MSFT
|
13F-HR |
7/26/2024, 03:04 PM |
Q1 2024 |
62 |
$142M |
+$5.93M |
-$6.67M |
-$734K |
BRKB, BRKA, BIL, GLD, BND
|
13F-HR |
4/22/2024, 02:34 PM |
Q4 2023 |
64 |
$136M |
+$37.7M |
-$20M |
+$17.8M |
BIL, BRKB, BND, BRKA, GLD
|
13F-HR |
1/17/2024, 05:50 PM |
Q3 2023 |
52 |
$112M |
+$4.19M |
-$17.8M |
-$13.6M |
VGSH, BRKB, GLD, BIL, BRKA
|
13F-HR |
10/10/2023, 06:48 PM |
Q2 2023 |
60 |
$126M |
+$6.65M |
-$9.38M |
-$2.73M |
VGSH, BRKB, GLD, BIL, MSFT
|
13F-HR |
7/12/2023, 03:04 PM |
Q1 2023 |
60 |
$126M |
+$6.53M |
-$7.27M |
-$738K |
VGSH, BRKB, GLD, BIL, SH
|
13F-HR |
4/27/2023, 05:55 PM |
Q4 2022 |
61 |
$124M |
+$20.2M |
-$21.7M |
-$1.51M |
VGSH, BRKB, GLD, BIL, GOOG
|
13F-HR |
1/12/2023, 04:37 PM |
Q3 2022 |
60 |
$119M |
+$44.5M |
-$36.7M |
+$7.78M |
BIL, BRKB, GLD, GOOG, MSFT
|
13F-HR |
10/24/2022, 06:04 PM |
Q2 2022 |
69 |
$120M |
+$19.6M |
-$22.3M |
-$2.66M |
SCHO, BRKB, GLD, GOOG, VCSH
|
13F-HR |
7/5/2022, 06:50 PM |
Q1 2022 |
71 |
$142M |
+$5.04M |
-$23.5M |
-$18.4M |
SCHO, BRKB, GLD, SCHR, GOOG
|
13F-HR |
5/12/2022, 05:03 PM |
Q4 2021 |
70 |
$161M |
+$7.73M |
-$10.3M |
-$2.61M |
BRKB, SCHO, GLD, GOOG, MSFT
|
13F-HR |
1/20/2022, 06:54 PM |
Q3 2021 |
69 |
$157M |
+$13.2M |
-$8.4M |
+$4.78M |
SCHO, BRKB, GLD, SCHR, GOOG
|
13F-HR |
11/4/2021, 04:45 PM |
Q2 2021 |
63 |
$153M |
+$15.7M |
-$15.6M |
+$96.7K |
SCHO, BRKB, GOOG, GLD, SCHR
|
13F-HR |
8/5/2021, 04:33 PM |
Q1 2021 |
57 |
$146M |
+$9.96M |
-$9.83M |
+$131K |
SCHO, BRKB, GLD, SCHR, GOOG
|
13F-HR |
4/16/2021, 07:55 PM |
Q4 2020 |
58 |
$141M |
+$2.9M |
-$6.45M |
-$3.56M |
BRKB, SCHO, GLD, SCHR, SH
|
13F-HR |
1/22/2021, 05:12 PM |
Q3 2020 |
62 |
$134M |
+$10.4M |
-$9.73M |
+$671K |
SCHO, BRKB, GLD, SH, SCHR
|
13F-HR |
10/28/2020, 02:54 PM |
Q2 2020 |
58 |
$129M |
+$18.2M |
-$16M |
+$2.26M |
SCHO, SH, BRKB, GLD, SCHR
|
13F-HR |
7/14/2020, 02:17 PM |
Q1 2020 |
63 |
$115M |
+$19.1M |
-$41.5M |
-$22.4M |
BRKB, SCHO, GLD, SCHR, SH
|
13F-HR |
4/22/2020, 11:54 AM |
Q4 2019 |
63 |
$151M |
+$11.4M |
-$5.31M |
+$6.11M |
SPY, BRKB, SCHO, SCHR, BIL
|
13F-HR |
1/31/2020, 01:11 PM |
Q3 2019 |
61 |
$137M |
+$20.1M |
-$11.9M |
+$8.19M |
SCHO, SPY, BRKB, BIL, SCHR
|
13F-HR |
10/23/2019, 05:38 PM |
Q2 2019 |
59 |
$129M |
+$2.68M |
-$6.09M |
-$3.41M |
SPY, BRKB, BIL, SCHO, BND
|
13F-HR |
7/24/2019, 02:29 PM |
Q1 2019 |
60 |
$129M |
+$31.8M |
-$31.7M |
+$97.6K |
SPY, BRKB, BIL, SCHO, BND
|
13F-HR |
4/24/2019, 05:02 PM |
Q4 2018 |
56 |
$120M |
+$23.1M |
-$29M |
-$5.98M |
BIL, BRKB, SPY, MSFT, SCHZ
|
13F-HR |
1/17/2019, 11:52 AM |
Q3 2018 |
60 |
$138M |
+$6.36M |
-$5.07M |
+$1.28M |
BKLN, BRKB, BIL, AAPL, MSFT
|
13F-HR |
10/25/2018, 02:37 PM |
Q2 2018 |
59 |
$129M |
+$42.9M |
-$38.7M |
+$4.18M |
BKLN, BRKB, BIL, AAPL, SCHZ
|
13F-HR |
8/8/2018, 05:24 PM |
Q1 2018 |
55 |
$124M |
+$37.3M |
-$5.78M |
+$31.5M |
BKLNXXXX, BRKB, BND, MSFT, AAPL
|
13F-HR |
4/24/2018, 11:56 AM |
Q4 2017 |
55 |
$93.8M |
+$17.1M |
-$3.17M |
+$13.9M |
BRKB, BND, MSFT, AAPL, PYPL
|
13F-HR |
1/17/2018, 06:07 PM |
Q3 2017 |
47 |
$73.6M |
+$2.19M |
-$6.53M |
-$4.34M |
BRKB, AAPL, MSFT, PYPL, CMCSA
|
13F-HR |
10/16/2017, 03:17 PM |
Q2 2017 |
47 |
$75.7M |
+$5.69M |
-$3.28M |
+$2.41M |
BRKB, AAPL, MSFT, CMCSA, MO
|
13F-HR |
7/27/2017, 06:22 PM |
Q1 2017 |
46 |
$71.5M |
+$4.13M |
-$4.45M |
-$316K |
BRKB, AAPL, MSFT, CMCSA, MO
|
13F-HR |
5/1/2017, 01:47 PM |
Q4 2016 |
43 |
$70M |
+$3.85M |
-$6.04M |
-$2.19M |
BRKB, MSFT, MO, AAPL, CMCSA
|
Restatement |
2/17/2017, 05:00 PM |
Q3 2016 |
43 |
$67.5M |
+$421K |
-$6.5M |
-$6.07M |
BRKB, BRKA, AAPL, MSFT, CMCSA
|
13F-HR |
10/25/2016, 11:30 AM |
Q2 2016 |
49 |
$73.1M |
+$1.43M |
-$3.53M |
-$2.1M |
BRKB, BRKA, MO, VZ, CMCSA
|
Restatement |
8/8/2016, 01:26 PM |
Q1 2016 |
49 |
$73.5M |
+$8.79M |
-$53.9M |
-$45.2M |
BRKB, BRKA, MO, AAPL, MSFT
|
13F-HR |
5/4/2016, 12:22 PM |
Q4 2015 |
60 |
$115M |
+$5.63M |
-$17.7M |
-$12.1M |
BRKB, MSFT, AAPL, BRKA, MO
|
13F-HR |
1/26/2016, 06:27 PM |
Q3 2015 |
69 |
$127M |
+$16.3M |
-$8.33M |
+$7.94M |
BRKB, MSFT, AAPL, MO, CHKXXXX
|
13F-HR |
11/3/2015, 02:52 PM |
Q2 2015 |
67 |
$133M |
+$1.19M |
-$8.16M |
-$6.97M |
BRKB, CHKXXXX, MSFT, MO, AAPL
|
13F-HR |
7/21/2015, 05:37 PM |
Q1 2015 |
73 |
$142M |
+$9.8M |
-$8.65M |
+$1.14M |
BRKB, CHKXXXX, AAPL, MSFT, MO
|
13F-HR |
4/28/2015, 11:15 AM |
Q4 2014 |
71 |
$145M |
+$13.2M |
-$13.3M |
-$135K |
BRKB, AAPL, CHKXXXX, MSFT, MO
|
13F-HR |
1/28/2015, 12:21 PM |
Q3 2014 |
65 |
$129M |
+$6.93M |
-$4.26M |
+$2.67M |
CHKXXXX, AAPL, MSFT, MO, OXY
|
13F-HR |
10/27/2014, 06:03 PM |
Q2 2014 |
64 |
$142M |
+$18.3M |
-$12.3M |
+$5.99M |
CHKXXXX, AAPL, BRKB, MSFT, OXY
|
13F-HR |
7/30/2014, 12:29 PM |
Q1 2014 |
57 |
$136M |
+$8.26M |
-$11.3M |
-$3.01M |
CHKXXXX, BRKB, MSFT, AAPL, OXY
|
13F-HR |
5/7/2014, 04:23 PM |
Q4 2013 |
54 |
$139M |
$0 |
$0 |
|
CHKXXXX, SPY, BRKB, MSFT, OXY
|
13F-HR |
1/31/2014, 05:04 PM |