Q3 2024 |
871 |
$374M |
+$22.6M |
-$11.6M |
+$10.9M |
BRKA, VOO, MSFT, AAPL, IJH
|
13F-HR |
10/9/2024, 01:00 PM |
Q2 2024 |
848 |
$339M |
+$7.61M |
-$6.73M |
+$882K |
BRKA, VOO, BAC, MSFT, AAPL
|
13F-HR |
7/15/2024, 03:04 PM |
Q1 2024 |
822 |
$338M |
+$13.1M |
-$4.36M |
+$8.71M |
BRKA, VOO, BAC, MSFT, IJH
|
13F-HR |
4/16/2024, 08:56 AM |
Q4 2023 |
796 |
$305M |
+$22.2M |
-$20.4M |
+$1.82M |
BRKA, VOO, BAC, MSFT, AAPL
|
13F-HR |
1/25/2024, 11:21 AM |
Q3 2023 |
777 |
$281M |
+$5.68M |
-$11.4M |
-$5.74M |
BRKA, VOO, MSFT, RSP, AAPL
|
13F-HR |
10/18/2023, 09:55 AM |
Q2 2023 |
764 |
$292M |
+$6.14M |
-$4.46M |
+$1.67M |
BRKA, MSFT, VOO, AAPL, RSP
|
13F-HR |
7/13/2023, 05:43 PM |
Q1 2023 |
797 |
$272M |
+$15M |
-$8.73M |
+$6.31M |
BRKA, VOO, MSFT, RSP, AAPL
|
13F-HR |
4/14/2023, 09:52 AM |
Q4 2022 |
739 |
$260M |
+$10.5M |
-$5.97M |
+$4.57M |
BRKA, RSP, MSFT, IJH, BRKB
|
13F-HR |
1/24/2023, 09:16 AM |
Q3 2022 |
739 |
$232M |
+$19.9M |
-$16.6M |
+$3.31M |
BRKA, RSP, MSFT, AAPL, IJH
|
13F-HR |
10/25/2022, 09:16 AM |
Q2 2022 |
752 |
$243M |
+$14.2M |
-$10.8M |
+$3.42M |
BRKA, VOO, MSFT, IJH, AAPL
|
13F-HR |
7/12/2022, 11:11 AM |
Q1 2022 |
744 |
$288M |
+$11.5M |
-$8.15M |
+$3.31M |
BRKA, VOO, MSFT, AAPL, IJH
|
13F-HR |
4/14/2022, 04:30 PM |
Q4 2021 |
713 |
$283M |
+$16.2M |
-$4.31M |
+$11.9M |
BRKA, VOO, MSFT, AAPL, IJH
|
13F-HR |
1/19/2022, 01:33 PM |
Q3 2021 |
717 |
$250M |
+$37.4M |
-$4.06M |
+$33.4M |
BRKA, VOO, MSFT, IJH, AAPL
|
13F-HR |
10/12/2021, 11:28 AM |
Q2 2021 |
716 |
$219M |
+$4.09M |
-$4.11M |
-$13.8K |
BRKA, IJH, SPY, AAPL, MSFT
|
13F-HR |
7/15/2021, 05:15 PM |
Q1 2021 |
718 |
$206M |
+$41.3M |
-$7.15M |
+$34.2M |
BRKA, IJH, SPY, AAPL, MSFT
|
13F-HR |
4/26/2021, 04:32 PM |
Q4 2020 |
665 |
$162M |
+$9.22M |
-$2.77M |
+$6.45M |
BRKA, IJH, AAPL, UNP, SPY
|
13F-HR |
1/13/2021, 11:47 AM |
Q3 2020 |
662 |
$142M |
+$8.7M |
-$7.24M |
+$1.46M |
BRKA, AAPL, IJH, MSFT, SPY
|
13F-HR |
10/13/2020, 09:38 AM |
Q2 2020 |
658 |
$134M |
+$5.16M |
-$3.86M |
+$1.3M |
BRKA, IJH, AAPL, MSFT, SPY
|
13F-HR |
7/7/2020, 09:58 AM |
Q1 2020 |
664 |
$117M |
+$8.21M |
-$7.11M |
+$1.1M |
BRKA, IJH, MSFT, SPY, AAPL
|
13F-HR |
4/9/2020, 11:03 AM |
Q4 2019 |
642 |
$144M |
+$3.99M |
-$47.3M |
-$43.3M |
BRKA, IJH, IVE, SPY, BRKB
|
13F-HR |
1/10/2020, 09:21 AM |
Q3 2019 |
716 |
$175M |
+$1.67M |
-$4.97M |
-$3.3M |
BRKA, IJH, SPY, IVE, BRKB
|
13F-HR |
10/8/2019, 04:51 PM |
Q2 2019 |
687 |
$178M |
+$2.52M |
-$2.98M |
-$457K |
BRKA, IJH, IVE, BRKB, SPY
|
13F-HR |
7/8/2019, 10:18 AM |
Q1 2019 |
682 |
$172M |
+$2.6M |
-$3.94M |
-$1.33M |
BRKA, IJH, IVE, SPY, BRKB
|
13F-HR |
4/5/2019, 10:53 AM |
Q4 2018 |
704 |
$163M |
$0 |
$0 |
|
BRKA, IJH, BRKB, IVE, SPY
|
13F-HR |
3/20/2019, 03:14 PM |
Q1 2017 |
625 |
$141M |
$0 |
$0 |
|
BRKA, IJH, IVE, BRKB, SPY
|
13F-HR |
4/17/2017, 03:14 PM |