Q3 2024 |
263 |
$1.46B |
+$105M |
-$46M |
+$58.7M |
VTI, BRKB, BRKA, SPGI, QQQ
|
13F-HR |
10/22/2024, 10:46 AM |
Q2 2024 |
259 |
$1.36B |
+$102M |
-$62.4M |
+$40M |
VTI, BRKB, SPGI, BRKA, QQQ
|
13F-HR |
7/22/2024, 05:50 PM |
Q1 2024 |
254 |
$1.32B |
+$169M |
-$78.2M |
+$91.2M |
VTI, BRKB, SPGI, BRKA, QQQ
|
13F-HR |
4/24/2024, 09:31 AM |
Q4 2023 |
247 |
$1.13B |
+$84.8M |
-$33.8M |
+$51M |
VTI, BRKB, BRKA, QQQ, AVGO
|
13F-HR |
1/25/2024, 09:09 PM |
Q3 2023 |
218 |
$984M |
+$91.8M |
-$40.3M |
+$51.5M |
VTI, BRKB, BRKA, QQQ, AAPL
|
13F-HR |
10/24/2023, 09:44 PM |
Q2 2023 |
212 |
$972M |
+$42.4M |
-$15M |
+$27.4M |
VTI, BRKB, BRKA, QQQ, AAPL
|
Restatement |
8/22/2023, 09:58 AM |
Q1 2023 |
209 |
$884M |
+$44.4M |
-$62.1M |
-$17.8M |
VTI, BRKB, BRKA, QQQ, AAPL
|
13F-HR |
4/19/2023, 08:10 PM |
Q4 2022 |
213 |
$864M |
+$46.8M |
-$60.2M |
-$13.4M |
VTI, BRKB, BRKA, QQQ, SPY
|
13F-HR |
1/13/2023, 05:14 PM |
Q3 2022 |
218 |
$801M |
+$98.1M |
-$48.5M |
+$49.6M |
VTI, BRKB, BRKA, QQQ, AAPL
|
13F-HR |
10/24/2022, 03:33 PM |
Q2 2022 |
211 |
$788M |
+$42.1M |
-$86.2M |
-$44.1M |
VTI, BRKB, BRKA, QQQ, AAPL
|
13F-HR |
7/20/2022, 07:46 AM |
Q1 2022 |
250 |
$970M |
+$82M |
-$36.3M |
+$45.8M |
VTI, BRKB, BRKA, QQQ, AAPL
|
13F-HR |
4/22/2022, 08:07 PM |
Q4 2021 |
250 |
$953M |
+$41M |
-$8.29M |
+$32.7M |
VTI, QQQ, BRKB, BRKA, AAPL
|
13F-HR |
1/21/2022, 07:10 PM |
Q3 2021 |
219 |
$842M |
+$35.8M |
-$26.9M |
+$8.89M |
VTI, QQQ, BRKB, BRKA, AAPL
|
13F-HR |
10/19/2021, 01:24 PM |
Q2 2021 |
223 |
$842M |
+$42.5M |
-$14.8M |
+$27.7M |
VTI, QQQ, BRKB, BRKA, AAPL
|
13F-HR |
7/19/2021, 07:23 PM |
Q1 2021 |
218 |
$754M |
+$45.3M |
-$18.2M |
+$27.1M |
VTI, BRKB, QQQ, BRKA, AAPL
|
13F-HR |
5/10/2021, 04:56 PM |
Q4 2020 |
208 |
$693M |
+$45.5M |
-$30.6M |
+$15M |
VTI, QQQ, BRKB, BRKA, AAPL
|
13F-HR |
1/27/2021, 05:23 PM |
Q3 2020 |
200 |
$616M |
+$69M |
-$31.9M |
+$37.1M |
VTI, QQQ, BRKB, BRKA, AAPL
|
13F-HR |
10/27/2020, 05:12 PM |
Q2 2020 |
194 |
$541M |
+$75M |
-$61.3M |
+$13.7M |
VTI, QQQ, BRKA, BRKB, AAPL
|
13F-HR |
7/15/2020, 04:56 PM |
Q1 2020 |
186 |
$449M |
+$29.4M |
-$62.8M |
-$33.4M |
BRKA, BRKB, VTI, QQQ, VTV
|
13F-HR |
4/24/2020, 10:50 AM |
Q4 2019 |
230 |
$592M |
+$60.2M |
-$15.8M |
+$44.3M |
BRKA, VTI, BRKB, QQQ, SPY
|
13F-HR |
1/23/2020, 04:47 PM |
Q3 2019 |
201 |
$511M |
+$36M |
-$20.8M |
+$15.3M |
BRKA, BRKB, VTI, QQQ, SPY
|
13F-HR |
10/22/2019, 04:17 PM |
Q2 2019 |
197 |
$492M |
+$25.5M |
-$19.5M |
+$5.94M |
BRKA, BRKB, VTI, QQQ, SPY
|
13F-HR |
7/29/2019, 04:42 PM |
Q1 2019 |
204 |
$472M |
+$43.1M |
-$15M |
+$28.1M |
BRKA, QQQ, SPY, BRKB, IWD
|
13F-HR |
4/30/2019, 05:27 PM |
Q4 2018 |
180 |
$396M |
+$45.9M |
-$54.6M |
-$8.7M |
BRKA, SPY, BRKB, IWD, QQQ
|
13F-HR |
1/31/2019, 08:30 AM |
Q3 2018 |
218 |
$459M |
+$42.5M |
-$31.5M |
+$10.9M |
BRKA, IWD, QQQ, SPY, VTI
|
13F-HR |
11/7/2018, 05:01 PM |
Q2 2018 |
207 |
$424M |
+$46.7M |
-$33.1M |
+$13.5M |
BRKA, IWD, QQQ, SPY, VTI
|
13F-HR |
7/17/2018, 03:07 PM |
Q1 2018 |
197 |
$402M |
+$34.9M |
-$37.5M |
-$2.55M |
BRKA, IWD, QQQ, SPY, VTI
|
13F-HR |
4/27/2018, 05:38 PM |
Q4 2017 |
202 |
$414M |
+$28.2M |
-$13.7M |
+$14.5M |
BRKA, IWD, SPY, QQQ, VTI
|
13F-HR |
1/22/2018, 06:09 PM |
Q3 2017 |
206 |
$377M |
+$29.6M |
-$27.7M |
+$1.9M |
BRKA, IWD, SPY, QQQ, VTI
|
13F-HR |
10/25/2017, 09:59 PM |
Q2 2017 |
214 |
$363M |
+$58M |
-$9.19M |
+$48.8M |
BRKA, IWD, SPY, QQQ, VTI
|
13F-HR |
8/11/2017, 02:42 PM |
Q1 2017 |
179 |
$307M |
+$46.5M |
-$20.3M |
+$26.2M |
IWD, SPY, XOM, QQQ, MDY
|
13F-HR |
5/8/2017, 12:41 PM |
Q4 2016 |
174 |
$273M |
+$24.7M |
-$13.4M |
+$11.3M |
IWD, XOM, VTI, SPY, MDY
|
13F-HR |
2/6/2017, 04:26 PM |
Q3 2016 |
159 |
$254M |
+$30.5M |
-$21.3M |
+$9.2M |
IWD, XOM, VTI, EPD, SPY
|
13F-HR |
10/26/2016, 04:53 PM |
Q2 2016 |
151 |
$242M |
+$7.4M |
-$43.3M |
-$35.9M |
XOM, IWD, VTI, EPD, SPY
|
13F-HR |
8/8/2016, 08:33 PM |
Q1 2016 |
153 |
$268M |
+$21M |
-$24.3M |
-$3.28M |
ECL, XOM, IWD, VTI, EPD
|
13F-HR |
5/10/2016, 07:59 PM |
Q4 2015 |
159 |
$264M |
+$20.7M |
-$25.9M |
-$5.18M |
ECL, XOM, IWD, VTI, EPD
|
13F-HR |
2/5/2016, 07:05 PM |
Q3 2015 |
165 |
$262M |
+$16.1M |
-$13.2M |
+$2.87M |
ECL, XOM, IWD, VTI, EPD
|
13F-HR |
10/22/2015, 06:31 PM |
Q2 2015 |
173 |
$288M |
+$9.2M |
-$14.2M |
-$5.03M |
ECL, XOM, IWD, EPD, VTI
|
13F-HR |
7/20/2015, 08:45 PM |
Q1 2015 |
178 |
$299M |
+$41.1M |
-$3.18M |
+$37.9M |
ECL, XOM, SPY, IWD, EPD
|
13F-HR |
4/27/2015, 09:54 PM |
Q4 2014 |
157 |
$261M |
+$28.4M |
-$29.3M |
-$863K |
ECL, XOM, SPY, IWD, EPD
|
13F-HR |
1/28/2015, 10:03 AM |
Q3 2014 |
179 |
$262M |
+$18.2M |
-$7.8M |
+$10.4M |
ECL, XOM, IWD, APA, EPD
|
13F-HR |
10/28/2014, 04:17 PM |
Q2 2014 |
171 |
$258M |
+$47.9M |
-$13M |
+$34.9M |
ECL, XOM, APA, IWD, EPD
|
13F-HR |
7/28/2014, 05:16 PM |
Q1 2014 |
154 |
$215M |
+$22.8M |
-$10.8M |
+$11.9M |
XOM, IWD, CTRA, WFM, EPD
|
13F-HR |
4/25/2014, 03:03 PM |
Q4 2013 |
156 |
$203M |
$0 |
$0 |
|
XOM, CTRA, IWD, WFM, EPD
|
13F-HR |
1/17/2014, 05:11 PM |