Q3 2024 |
663 |
$271M |
+$13.1M |
-$3.91M |
+$9.15M |
AAPL, MSFT, SCHB, SCHX, BRKB
|
13F-HR |
10/29/2024, 04:47 PM |
Q2 2024 |
676 |
$246M |
+$7.51M |
-$8.37M |
-$862K |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
8/2/2024, 04:59 PM |
Q1 2024 |
670 |
$243M |
+$6.48M |
-$3.45M |
+$3.03M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
4/24/2024, 10:54 AM |
Q4 2023 |
680 |
$226M |
+$6.26M |
-$4.6M |
+$1.66M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
1/23/2024, 03:43 PM |
Q3 2023 |
680 |
$204M |
+$4.9M |
-$1.81M |
+$3.09M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
10/30/2023, 03:50 PM |
Q2 2023 |
686 |
$210M |
+$9.19M |
-$7.58M |
+$1.62M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
8/4/2023, 09:47 AM |
Q1 2023 |
681 |
$195M |
+$6.08M |
-$1.49M |
+$4.59M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
4/5/2023, 05:28 PM |
Q4 2022 |
668 |
$180M |
+$4.45M |
-$7.64M |
-$3.18M |
AAPL, MSFT, SCHB, BRKB, VTEB
|
13F-HR |
2/13/2023, 05:44 PM |
Q3 2022 |
690 |
$171M |
+$12.7M |
-$2.93M |
+$9.76M |
AAPL, MSFT, SCHB, BRKB, VTEB
|
13F-HR |
11/10/2022, 03:58 PM |
Q2 2022 |
691 |
$176M |
+$12.9M |
-$4.39M |
+$8.46M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
8/5/2022, 04:37 PM |
Q1 2022 |
668 |
$199M |
+$18.1M |
-$2.29M |
+$15.8M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
5/16/2022, 03:38 PM |
Q4 2021 |
672 |
$198M |
+$7.37M |
-$2.03M |
+$5.35M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
1/31/2022, 04:57 PM |
Q3 2021 |
672 |
$177M |
+$2.75M |
-$1.33M |
+$1.42M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
11/12/2021, 09:32 AM |
Q2 2021 |
657 |
$177M |
+$5.84M |
-$3.82M |
+$2.02M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
8/3/2021, 10:47 AM |
Q1 2021 |
649 |
$166M |
+$2.57M |
-$1.91M |
+$662K |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
4/27/2021, 06:08 PM |
Q4 2020 |
637 |
$157M |
+$4.16M |
-$1.66M |
+$2.5M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
1/26/2021, 06:30 PM |
Q3 2020 |
617 |
$138M |
+$12.5M |
-$1.66M |
+$10.9M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
11/12/2020, 11:46 AM |
Q2 2020 |
604 |
$126M |
+$3.4M |
-$4.29M |
-$893K |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
8/5/2020, 03:09 PM |
Q1 2020 |
603 |
$108M |
+$3.15M |
-$2.17M |
+$982K |
AAPL, MSFT, SCHB, BRKB, JNJ
|
13F-HR |
5/5/2020, 10:05 AM |
Q4 2019 |
621 |
$133M |
+$26.8M |
-$2.04M |
+$24.8M |
AAPL, SCHB, MSFT, BRKB, JNJ
|
13F-HR |
1/30/2020, 10:15 AM |
Q3 2019 |
113 |
$101M |
+$1.97M |
-$3.03M |
-$1.06M |
AAPL, BRKB, SCHB, MSFT, JNJ
|
13F-HR |
11/6/2019, 02:58 PM |
Q2 2019 |
110 |
$101M |
+$2.92M |
-$2.14M |
+$771K |
AAPL, BRKB, SCHB, MSFT, JNJ
|
13F-HR |
7/30/2019, 03:47 PM |
Q1 2019 |
108 |
$96.6M |
+$2.19M |
-$3.48M |
-$1.29M |
AAPL, BRKB, SCHB, MSFT, JNJ
|
13F-HR |
4/23/2019, 04:44 PM |
Q4 2018 |
106 |
$87.4M |
+$4.77M |
-$7.98M |
-$3.21M |
BRKB, SCHB, AAPL, JNJ, MSFT
|
13F-HR |
1/15/2019, 05:43 PM |
Q3 2018 |
122 |
$103M |
+$5.75M |
-$2.36M |
+$3.39M |
AAPL, BRKB, SCHB, JNJ, MSFT
|
13F-HR |
11/9/2018, 09:02 AM |
Q2 2018 |
114 |
$92.5M |
+$2.23M |
-$1.76M |
+$468K |
BRKB, AAPL, SCHB, JNJ, MSFT
|
13F-HR |
8/1/2018, 04:10 PM |
Q1 2018 |
117 |
$91.2M |
+$4.04M |
-$1.84M |
+$2.2M |
BRKB, AAPL, JNJ, SCHB, MSFT
|
13F-HR |
4/27/2018, 04:57 PM |
Q4 2017 |
117 |
$90.7M |
$0 |
$0 |
|
BRKB, AAPL, JNJ, SCHB, SDY
|
13F-HR |
2/6/2018, 05:31 PM |