Q3 2024 |
153 |
$426M |
+$17.6M |
-$19.2M |
-$1.62M |
BRKB, FRFHF, LLY, IEMG, LBTYK
|
13F-HR |
11/14/2024, 12:50 PM |
Q2 2024 |
154 |
$397M |
+$14.4M |
-$11.3M |
+$3.09M |
BRKB, FRFHF, LLY, IEMG, SCHB
|
13F-HR |
8/13/2024, 06:55 PM |
Q1 2024 |
156 |
$397M |
+$21.2M |
-$2.15M |
+$19M |
BRKB, FRFHF, LLY, IEMG, SCHB
|
13F-HR |
5/13/2024, 06:29 PM |
Q4 2023 |
154 |
$353M |
+$8.5M |
-$20.5M |
-$12M |
BRKB, FRFHF, IEMG, SCHB, EFV
|
13F-HR |
2/13/2024, 06:04 PM |
Q3 2023 |
158 |
$332M |
+$32.2M |
-$29.1M |
+$3.17M |
BRKB, FRFHF, IEMG, EFV, SCHB
|
13F-HR |
11/13/2023, 12:12 PM |
Q2 2023 |
158 |
$332M |
+$9.38M |
-$11.8M |
-$2.4M |
BRKB, FRFHF, IEMG, EFV, SCHB
|
13F-HR |
8/10/2023, 06:15 PM |
Q1 2023 |
131 |
$316M |
+$38.8M |
-$6.71M |
+$32.1M |
BRKB, FRFHF, IEMG, EFV, SCHB
|
13F-HR |
5/11/2023, 05:48 PM |
Q4 2022 |
125 |
$277M |
+$33.5M |
-$31.4M |
+$2.09M |
BRKB, IEMG, EFV, SCHB, SCHW
|
13F-HR |
2/10/2023, 12:57 PM |
Q3 2022 |
120 |
$250M |
+$16.5M |
-$10.6M |
+$5.96M |
BRKB, FNDE, SCHF, SCHB, SCHW
|
13F-HR |
11/14/2022, 01:07 PM |
Q2 2022 |
117 |
$258M |
+$14.9M |
-$5.22M |
+$9.68M |
BRKB, FNDE, SCHF, SCHB, FWONA
|
13F-HR |
8/12/2022, 04:42 PM |
Q1 2022 |
112 |
$295M |
+$23.4M |
-$403K |
+$23M |
BRKB, FNDE, SCHF, SCHB, FWONA
|
13F-HR |
5/10/2022, 06:13 PM |
Q4 2021 |
108 |
$286M |
+$4.92M |
-$22.6M |
-$17.6M |
BRKB, FNDE, SCHF, SCHB, SCHW
|
13F-HR |
2/11/2022, 01:55 PM |
Q3 2021 |
106 |
$290M |
+$6.58M |
-$5.98M |
+$596K |
BRKB, FNDE, SCHB, SCHF, CASH
|
13F-HR |
11/12/2021, 07:45 AM |
Q2 2021 |
104 |
$291M |
+$23.7M |
-$10.8M |
+$13M |
BRKB, SCHB, FNDE, SCHF, CWGL
|
13F-HR |
8/13/2021, 04:02 PM |
Q1 2021 |
101 |
$257M |
+$13.8M |
-$18.1M |
-$4.25M |
BRKB, SCHB, FNDE, SCHF, SCHW
|
13F-HR |
5/13/2021, 06:20 PM |
Q4 2020 |
100 |
$234M |
+$26.3M |
-$11.4M |
+$14.9M |
BRKB, SCHB, FNDE, SCHF, CASH
|
13F-HR |
2/11/2021, 01:22 PM |
Q3 2020 |
94 |
$183M |
+$7.76M |
-$5.27M |
+$2.49M |
BRKB, SCHB, FNDE, SCHF, SCHW
|
13F-HR |
11/13/2020, 09:42 AM |
Q2 2020 |
98 |
$172M |
+$11.1M |
-$54.4M |
-$43.4M |
BRKB, SCHB, FNDE, SCHF, SCHW
|
13F-HR |
8/13/2020, 04:58 PM |
Q1 2020 |
99 |
$180M |
+$36.8M |
-$5.29M |
+$31.5M |
BRKB, SCHB, FNDE, SCHF, SCHW
|
13F-HR |
5/8/2020, 05:19 PM |
Q4 2019 |
96 |
$205M |
+$12.3M |
-$13M |
-$661K |
BRKB, FNDE, SCHF, AAPL, SCHW
|
13F-HR |
2/10/2020, 12:55 PM |
Q3 2019 |
93 |
$188M |
+$7.54M |
-$3.74M |
+$3.8M |
BRKB, FNDE, SCHF, AAPL, LUV
|
13F-HR |
11/8/2019, 11:34 AM |
Q2 2019 |
93 |
$183M |
+$14.8M |
-$10.3M |
+$4.53M |
BRKB, FNDE, SCHF, AAPL, LUV
|
13F-HR |
8/7/2019, 06:30 PM |
Q1 2019 |
92 |
$172M |
+$23.6M |
-$8.9M |
+$14.7M |
BRKB, AAPL, FNDE, SCHF, LUV
|
13F-HR |
5/8/2019, 10:20 AM |
Q4 2018 |
89 |
$144M |
+$19.6M |
-$9.79M |
+$9.8M |
BRKB, AAPL, FNDE, L, JPM
|
13F-HR |
2/11/2019, 10:39 AM |
Q3 2018 |
83 |
$154M |
+$11.4M |
-$8.12M |
+$3.33M |
BRKB, L, FNDE, JPM, JNJ
|
13F-HR |
11/13/2018, 04:04 PM |
Q2 2018 |
86 |
$141M |
+$21.3M |
-$23.3M |
-$2.02M |
BRKB, L, FNDE, JPM, BUD
|
13F-HR |
8/9/2018, 05:39 PM |
Q1 2018 |
97 |
$143M |
+$18.8M |
-$12.1M |
+$6.73M |
BRKB, L, JPM, JNJ, AXP
|
13F-HR |
5/11/2018, 02:05 PM |
Q4 2017 |
93 |
$143M |
+$4.73M |
-$4.72M |
+$12.1K |
BRKB, L, JPM, JNJ, GEFB
|
13F-HR |
2/9/2018, 06:18 PM |
Q3 2017 |
87 |
$136M |
+$8.38M |
-$5.46M |
+$2.92M |
BRKB, L, GE, JPM, GEFB
|
13F-HR |
11/13/2017, 01:48 PM |
Q2 2017 |
84 |
$128M |
+$4.6M |
-$1.62M |
+$2.99M |
BRKB, L, JPM, GE, MON
|
13F-HR |
8/10/2017, 09:58 AM |
Q1 2017 |
80 |
$125M |
+$6.68M |
-$13.1M |
-$6.46M |
BRKB, L, JPM, IBM, GE
|
13F-HR |
5/11/2017, 05:27 PM |
Q4 2016 |
273 |
$128M |
$0 |
$0 |
|
BRKB, L, JPM, IBM, GEFB
|
Restatement |
2/9/2017, 11:24 AM |