Q3 2024 |
185 |
$382M |
+$14.9M |
-$34.1M |
-$19.2M |
LII, BRKB, AAPL, MSFT, GOOG
|
13F-HR |
10/8/2024, 03:41 PM |
Q2 2024 |
198 |
$374M |
+$21.1M |
-$23.9M |
-$2.8M |
LII, BRKB, AAPL, MSFT, GOOG
|
13F-HR |
8/12/2024, 04:11 PM |
Q1 2024 |
196 |
$362M |
+$36.7M |
-$89.2M |
-$52.5M |
LII, BRKB, AAPL, MSFT, GOOG
|
13F-HR |
4/12/2024, 09:02 AM |
Q4 2023 |
189 |
$389M |
+$70.3M |
-$38.6M |
+$31.7M |
LII, BRKB, SCHR, AAPL, TOTL
|
13F-HR |
1/22/2024, 09:33 AM |
Q3 2023 |
192 |
$325M |
+$6.83M |
-$38.6M |
-$31.8M |
LII, BRKB, AAPL, MSFT, GOOG
|
13F-HR |
11/14/2023, 08:55 AM |
Q2 2023 |
204 |
$353M |
+$37.9M |
-$54.6M |
-$16.6M |
LII, BRKB, AAPL, MSFT, GOOG
|
13F-HR |
8/10/2023, 01:23 PM |
Q1 2023 |
196 |
$338M |
+$79.4M |
-$43.7M |
+$35.7M |
LII, BRKB, AAPL, MSFT, DOW
|
13F-HR |
5/15/2023, 09:35 AM |
Q4 2022 |
172 |
$290M |
+$61.8M |
-$99.5M |
-$37.7M |
BRKB, TOTL, AAPL, SPDW, DOW
|
13F-HR |
2/13/2023, 04:13 PM |
Q3 2022 |
185 |
$304M |
+$10.8M |
-$15.8M |
-$4.99M |
LII, BRKB, AAPL, SPDW, SCHV
|
13F-HR |
11/10/2022, 06:27 PM |
Q2 2022 |
196 |
$321M |
+$20M |
-$12.7M |
+$7.33M |
LII, BRKB, AAPL, SCHV, SPDW
|
13F-HR |
7/28/2022, 01:17 PM |
Q1 2022 |
197 |
$372M |
+$20.6M |
-$226M |
-$205M |
LII, BRKB, AAPL, SPDW, SCHV
|
13F-HR |
5/11/2022, 08:09 PM |
Q4 2021 |
235 |
$592M |
+$67.9M |
-$31.7M |
+$36.2M |
LII, AAPL, BRKB, MSFT, DD
|
13F-HR |
2/11/2022, 05:24 PM |
Q3 2021 |
221 |
$508M |
+$48.6M |
-$7.13M |
+$41.5M |
LII, AAPL, BRKB, DD, MSFT
|
13F-HR |
6/7/2022, 03:35 PM |
Q2 2021 |
218 |
$480M |
+$44.2M |
-$14.2M |
+$30M |
LII, DD, BRKB, DOW, AAPL
|
13F-HR |
6/7/2022, 03:34 PM |
Q1 2021 |
205 |
$421M |
+$30M |
-$25.6M |
+$4.41M |
LII, DD, BRKB, DOW, MSFT
|
13F-HR |
6/7/2022, 03:33 PM |
Q4 2020 |
193 |
$389M |
+$21.4M |
-$15.2M |
+$6.21M |
LII, DD, BRKB, AAPL, MSFT
|
13F-HR |
5/20/2022, 05:21 PM |
Q3 2020 |
185 |
$343M |
+$25.4M |
-$115M |
-$89.7M |
LII, AAPL, BRKB, MSFT, DD
|
13F-HR |
5/20/2022, 05:19 PM |
Q2 2020 |
189 |
$416M |
+$70.4M |
-$14M |
+$56.4M |
MSFT, LII, AAPL, RMD, DD
|
13F-HR |
5/20/2022, 05:17 PM |
Q1 2020 |
124 |
$293M |
+$19.1M |
-$12.1M |
+$6.92M |
LII, MSFT, AAPL, BRKB, RMD
|
13F-HR |
5/11/2022, 08:23 PM |
Q4 2019 |
121 |
$355M |
$0 |
$0 |
|
LII, MSFT, DD, BRKB, AAPL
|
13F-HR |
5/11/2022, 08:14 PM |