Q3 2024 |
157 |
$574M |
+$16.2M |
-$6.45M |
+$9.74M |
BRKB, VTI, BIL, AAPL, COST
|
13F-HR |
10/8/2024, 06:03 PM |
Q2 2024 |
147 |
$529M |
+$19.6M |
-$10.1M |
+$9.51M |
BRKB, VTI, BIL, AAPL, GOOG
|
13F-HR |
7/17/2024, 05:35 PM |
Q1 2024 |
150 |
$509M |
+$14.9M |
-$3.81M |
+$11.1M |
BRKB, VTI, BIL, AAPL, COST
|
13F-HR |
4/17/2024, 06:42 PM |
Q4 2023 |
144 |
$460M |
+$21.5M |
-$13.6M |
+$7.91M |
BRKB, VTI, AAPL, BIL, GOOG
|
13F-HR |
1/10/2024, 02:52 PM |
Q3 2023 |
142 |
$422M |
+$10.5M |
-$8.73M |
+$1.77M |
BRKB, VTI, AAPL, BIL, GOOG
|
13F-HR |
10/19/2023, 11:18 AM |
Q2 2023 |
149 |
$426M |
+$12.3M |
-$5.39M |
+$6.89M |
BRKB, VTI, AAPL, BIL, GOOG
|
13F-HR |
8/2/2023, 06:43 PM |
Q1 2023 |
144 |
$390M |
+$21.2M |
-$5.79M |
+$15.4M |
BRKB, VTI, AAPL, BIL, COST
|
13F-HR |
4/27/2023, 01:58 PM |
Q4 2022 |
135 |
$353M |
+$8.17M |
-$9.53M |
-$1.37M |
BRKB, VTI, AAPL, COST, GOOG
|
13F-HR |
1/25/2023, 08:29 PM |
Q3 2022 |
135 |
$334M |
+$23.7M |
-$5.57M |
+$18.2M |
BRKB, VTI, AAPL, COST, GOOG
|
13F-HR |
10/26/2022, 09:53 AM |
Q2 2022 |
139 |
$346M |
+$16.1M |
-$10.2M |
+$5.94M |
BRKB, VTI, AAPL, GOOG, COST
|
13F-HR |
7/26/2022, 06:41 PM |
Q1 2022 |
152 |
$416M |
+$8.34M |
-$2.81M |
+$5.53M |
BRKB, AAPL, VTI, GOOG, AMZN
|
13F-HR |
5/4/2022, 08:10 PM |
Q4 2021 |
153 |
$419M |
+$12.8M |
-$7.63M |
+$5.13M |
BRKB, AAPL, VTI, GOOG, AMZN
|
13F-HR |
1/31/2022, 03:28 PM |
Q3 2021 |
148 |
$385M |
+$10M |
-$3.68M |
+$6.33M |
BRKB, AAPL, VTI, GOOG, AMZN
|
13F-HR |
11/2/2021, 08:53 AM |
Q2 2021 |
150 |
$382M |
+$10.6M |
-$4.05M |
+$6.53M |
BRKB, AAPL, VTI, AMZN, GOOG
|
13F-HR |
7/27/2021, 08:45 PM |
Q1 2021 |
148 |
$354M |
+$21.2M |
-$7.81M |
+$13.3M |
BRKB, AAPL, VTI, AMZN, GOOG
|
13F-HR |
5/7/2021, 06:59 PM |
Q4 2020 |
136 |
$326M |
+$12.3M |
-$7.77M |
+$4.57M |
BRKB, AAPL, VTI, AMZN, SBUX
|
13F-HR |
2/8/2021, 08:17 PM |
Q3 2020 |
128 |
$289M |
+$32.6M |
-$3.22M |
+$29.3M |
BRKB, AAPL, VTI, AMZN, COST
|
13F-HR |
11/10/2020, 09:50 PM |
Q2 2020 |
127 |
$248M |
+$7.21M |
-$7.62M |
-$416K |
BRKB, AAPL, VTI, AMZN, GOOG
|
13F-HR |
8/11/2020, 08:15 AM |
Q1 2020 |
125 |
$219M |
+$9.74M |
-$9.1M |
+$639K |
BRKB, AAPL, VTI, AMZN, COST
|
13F-HR |
5/4/2020, 03:31 PM |
Q4 2019 |
132 |
$262M |
+$8.45M |
-$4.8M |
+$3.64M |
BRKB, VTI, AAPL, AMZN, SBUX
|
13F-HR |
1/21/2020, 12:25 PM |
Q3 2019 |
130 |
$241M |
+$5.07M |
-$3.94M |
+$1.13M |
BRKB, VTI, AAPL, SBUX, AMZN
|
13F-HR |
11/1/2019, 05:18 PM |
Q2 2019 |
134 |
$236M |
+$10.7M |
-$6.8M |
+$3.9M |
BRKB, VTI, AAPL, AMZN, SBUX
|
13F-HR |
7/12/2019, 04:42 PM |
Q1 2019 |
126 |
$224M |
+$13.4M |
-$2.82M |
+$10.6M |
BRKB, VTI, AAPL, SBUX, VTIP
|
13F-HR |
4/16/2019, 10:14 AM |
Q4 2018 |
121 |
$196M |
+$5.42M |
-$7.71M |
-$2.29M |
BRKB, VTI, AAPL, VTIP, JNJ
|
13F-HR |
1/22/2019, 05:14 PM |
Q3 2018 |
131 |
$219M |
+$7.24M |
-$1.91M |
+$5.33M |
BRKB, VTI, AAPL, JNJ, AMZN
|
13F-HR |
10/26/2018, 04:09 PM |
Q2 2018 |
123 |
$196M |
+$9.04M |
-$2.99M |
+$6.04M |
BRKB, VTI, AAPL, JNJ, COST
|
13F-HR |
7/27/2018, 04:20 PM |
Q1 2018 |
120 |
$192M |
+$10M |
-$2.73M |
+$7.29M |
BRKB, VTI, AAPL, JNJ, SCHD
|
13F-HR |
4/13/2018, 04:13 PM |
Q4 2017 |
113 |
$189M |
+$10.6M |
-$3.2M |
+$7.37M |
BRKB, VTI, AAPL, JNJ, SCHD
|
Restatement |
1/31/2018, 08:41 AM |
Q3 2017 |
112 |
$168M |
+$7.26M |
-$2.02M |
+$5.23M |
BRKB, VTI, JNJ, SCHD, AAPL
|
13F-HR |
10/16/2017, 01:30 PM |
Q2 2017 |
107 |
$157M |
+$9.6M |
-$2.08M |
+$7.52M |
BRKB, VTI, JNJ, SCHD, AAPL
|
13F-HR |
7/12/2017, 04:11 PM |
Q1 2017 |
107 |
$149M |
+$6.91M |
-$6.72M |
+$194K |
BRKB, JNJ, VTI, AAPL, SCHD
|
13F-HR |
4/6/2017, 06:58 PM |
Q4 2016 |
105 |
$145M |
+$3.02M |
-$2.74M |
+$279K |
BRKB, JNJ, VTI, SCHD, VIG
|
13F-HR |
1/6/2017, 04:34 PM |
Q3 2016 |
107 |
$139M |
+$6.98M |
-$1.8M |
+$5.18M |
BRKB, JNJ, VTI, VIG, SCHD
|
13F-HR |
11/14/2016, 01:26 PM |
Q2 2016 |
102 |
$134M |
+$3.01M |
-$2.84M |
+$167K |
BRKB, JNJ, VIG, VTI, SCHD
|
13F-HR |
7/11/2016, 08:28 PM |
Q1 2016 |
100 |
$131M |
+$2.95M |
-$2.37M |
+$581K |
BRKB, JNJ, COST, VIG, SBUX
|
13F-HR |
4/14/2016, 07:20 PM |
Q4 2015 |
103 |
$126M |
+$8.75M |
-$8.47M |
+$281K |
BRKB, COST, JNJ, SBUX, VIG
|
13F-HR |
1/26/2016, 06:57 AM |
Q3 2015 |
105 |
$122M |
+$1.41M |
-$6.58M |
-$5.18M |
BRKB, COST, JNJ, SBUX, VIG
|
13F-HR |
10/19/2015, 05:27 PM |
Q2 2015 |
114 |
$131M |
+$8.54M |
-$2.38M |
+$6.16M |
BRKB, JNJ, COST, VIG, SBUX
|
13F-HR |
7/29/2015, 06:48 PM |
Q1 2015 |
114 |
$130M |
+$4.76M |
-$2.05M |
+$2.71M |
BRKB, JNJ, COST, VIG, XOM
|
13F-HR |
4/23/2015, 06:33 PM |
Q4 2014 |
113 |
$128M |
$0 |
$0 |
|
BRKB, JNJ, COST, XOM, VIG
|
13F-HR |
1/29/2015, 09:17 AM |