Q3 2024 |
694 |
$200M |
+$9.42M |
-$22.6M |
-$13.2M |
BRKB, SHV, GOOGL, VOO, VT
|
13F-HR |
10/4/2024, 11:46 AM |
Q2 2024 |
764 |
$199M |
+$26.5M |
-$11.5M |
+$15M |
BRKB, SHV, GOOGL, VOO, VT
|
13F-HR |
7/29/2024, 11:39 AM |
Q1 2024 |
188 |
$189M |
+$18.7M |
-$9.95M |
+$8.72M |
BRKB, SHV, VT, GOOGL, VOO
|
13F-HR |
4/10/2024, 04:00 PM |
Q4 2023 |
180 |
$169M |
+$14.2M |
-$9.2M |
+$5M |
BRKB, SHV, VT, VOO, MSFT
|
13F-HR |
1/11/2024, 11:57 AM |
Q3 2023 |
169 |
$152M |
+$13.6M |
-$32.6M |
-$19M |
BRKB, SHV, VT, MKL, VOO
|
13F-HR |
10/20/2023, 09:22 AM |
Q2 2023 |
826 |
$176M |
+$20.8M |
-$14.3M |
+$6.52M |
BRKB, VGSH, VT, VOO, MKL
|
13F-HR |
8/7/2023, 10:36 AM |
Q1 2023 |
816 |
$163M |
+$32.6M |
-$11.5M |
+$21.1M |
BRKB, VGSH, VOO, VT, MKL
|
13F-HR |
4/25/2023, 12:06 PM |
Q4 2022 |
188 |
$138M |
+$13.5M |
-$7.21M |
+$6.25M |
BRKB, MKL, VT, VOO, RICK
|
13F-HR |
1/19/2023, 02:24 PM |
Q3 2022 |
174 |
$120M |
+$12.2M |
-$6.78M |
+$5.41M |
BRKB, VOO, VT, MKL, SPLV
|
13F-HR |
10/13/2022, 09:16 AM |
Q2 2022 |
183 |
$127M |
+$9.75M |
-$12.7M |
-$2.93M |
BRKB, VOO, VT, MKL, SPLV
|
13F-HR |
7/19/2022, 03:10 PM |
Q1 2022 |
191 |
$152M |
+$18.3M |
-$20.9M |
-$2.52M |
BRKB, VOO, VT, MKL, HSIC
|
13F-HR |
4/11/2022, 04:30 PM |
Q4 2021 |
193 |
$158M |
+$8.61M |
-$5.14M |
+$3.47M |
BRKB, VOO, VT, MKL, SPLV
|
13F-HR |
1/18/2022, 12:45 PM |
Q3 2021 |
187 |
$147M |
+$8.75M |
-$13.1M |
-$4.39M |
BRKB, VT, VOO, MKL, VB
|
13F-HR |
10/20/2021, 12:41 PM |
Q2 2021 |
189 |
$156M |
+$14.4M |
-$29.7M |
-$15.3M |
BRKB, VT, VOO, MKL, PYPL
|
13F-HR |
7/22/2021, 04:22 PM |
Q1 2021 |
189 |
$163M |
+$32.9M |
-$18.1M |
+$14.8M |
BRKB, SPLV, VT, VOO, MKL
|
13F-HR |
4/26/2021, 07:54 PM |
Q4 2020 |
168 |
$108M |
$0 |
-$848K |
-$848K |
BRKB, SPLV, VT, MKL, AMZN
|
13F-HR |
1/19/2021, 02:24 PM |
Q3 2020 |
169 |
$128M |
+$10.8M |
-$11.7M |
-$916K |
BRKB, SPLV, VT, MKL, AMZN
|
13F-HR |
10/14/2020, 02:08 PM |
Q2 2020 |
167 |
$121M |
+$16.1M |
-$7.33M |
+$8.77M |
BRKB, SPLV, MKL, VT, VTI
|
13F-HR |
8/10/2020, 04:05 PM |
Q1 2020 |
155 |
$98.6M |
+$7.19M |
-$21.3M |
-$14.2M |
BRKB, SPLV, MKL, IDLV, USMV
|
13F-HR |
4/27/2020, 12:34 PM |
Q4 2019 |
196 |
$141M |
+$9.61M |
-$4.99M |
+$4.62M |
BRKB, SPLV, MKL, IDLV, VTI
|
13F-HR |
1/15/2020, 09:57 AM |
Q3 2019 |
186 |
$128M |
+$6.03M |
-$5.99M |
+$40.2K |
BRKB, SPLV, MKL, IDLV, VTI
|
13F-HR |
10/23/2019, 08:59 AM |
Q2 2019 |
188 |
$128M |
+$10.4M |
-$7.45M |
+$2.93M |
BRKB, SPLV, MKL, IDLV, VTI
|
13F-HR |
7/12/2019, 11:02 AM |
Q1 2019 |
185 |
$122M |
+$11.3M |
-$9.77M |
+$1.53M |
BRKB, SPLV, MKL, IDLV, AX
|
13F-HR |
4/15/2019, 12:13 PM |
Q4 2018 |
167 |
$93.5M |
$0 |
-$444K |
-$444K |
BRKB, SPLV, MKL, HSIC, IDLV
|
13F-HR |
1/25/2019, 03:35 PM |
Q3 2018 |
168 |
$126M |
+$10.9M |
-$5.77M |
+$5.16M |
BRKB, SPLV, MKL, AX, HSIC
|
13F-HR |
10/30/2018, 02:35 PM |
Q2 2018 |
154 |
$112M |
+$15.1M |
-$11.5M |
+$3.51M |
BRKB, SPLV, MKL, BOFI, IDLV
|
Restatement |
8/9/2018, 01:48 PM |
Q1 2018 |
148 |
$109M |
+$5.5M |
-$6.38M |
-$880K |
BRKB, SPLV, MKL, BOFI, IDLV
|
13F-HR |
4/17/2018, 04:11 PM |
Q4 2017 |
143 |
$112M |
+$4.94M |
-$3.42M |
+$1.53M |
BRKB, SPLV, MKL, MMM, HSIC
|
13F-HR |
1/12/2018, 04:03 PM |
Q3 2017 |
140 |
$105M |
+$6.1M |
-$2.34M |
+$3.76M |
BRKB, SPLV, MKL, HSIC, MMM
|
13F-HR |
11/15/2017, 07:33 AM |
Q2 2017 |
138 |
$99.8M |
+$7.55M |
-$2.43M |
+$5.12M |
BRKB, SPLV, HSIC, MKL, MMM
|
13F-HR |
8/2/2017, 04:00 PM |
Q1 2017 |
133 |
$93.1M |
+$6.47M |
-$1.56M |
+$4.9M |
BRKB, SPLV, MKL, MMM, IDLV
|
13F-HR |
5/15/2017, 09:16 AM |
Q4 2016 |
117 |
$84.9M |
$0 |
$0 |
|
BRKB, SPLV, MKL, MMM, IDLV
|
13F-HR |
4/27/2017, 11:27 AM |