Q2 2024 |
239 |
$366M |
+$9.38M |
-$9.95M |
-$570K |
BRKA, VOO, AGG, EFA, GLD
|
13F-HR |
7/22/2024, 10:49 AM |
Q1 2024 |
246 |
$372M |
+$11.8M |
-$11.3M |
+$463K |
BRKA, VOO, AGG, EFA, GLD
|
13F-HR |
5/13/2024, 11:44 AM |
Q4 2023 |
238 |
$332M |
+$4.46M |
-$7.97M |
-$3.5M |
BRKA, VOO, AGG, EFA, MSFT
|
13F-HR |
1/30/2024, 02:30 PM |
Q3 2023 |
226 |
$316M |
+$9.69M |
-$9.97M |
-$274K |
BRKA, VOO, AGG, EFA, GLD
|
13F-HR |
10/11/2023, 03:41 PM |
Q2 2023 |
236 |
$319M |
+$6.91M |
-$4.02M |
+$2.9M |
BRKA, VOO, AGG, EFA, AAPL
|
13F-HR |
7/11/2023, 03:18 PM |
Q1 2023 |
231 |
$293M |
+$8.38M |
-$9.14M |
-$768K |
BRKA, VOO, AGG, EFA, GLD
|
13F-HR |
4/11/2023, 01:01 PM |
Q4 2022 |
235 |
$288M |
+$2.35M |
-$13.3M |
-$10.9M |
BRKA, VOO, AGG, EFA, GLD
|
13F-HR |
1/19/2023, 03:29 PM |
Q3 2022 |
223 |
$274M |
+$10.9M |
-$10.7M |
+$232K |
BRKA, VOO, AGG, EFA, AAPL
|
13F-HR |
10/17/2022, 03:43 PM |
Q2 2022 |
253 |
$287M |
+$7.62M |
-$9.98M |
-$2.35M |
BRKA, VOO, AGG, EFA, AAPL
|
13F-HR |
7/20/2022, 02:05 PM |
Q1 2022 |
224 |
$357M |
+$8.88M |
-$32.2M |
-$23.3M |
BRKA, VOO, AGG, EFA, AAPL
|
13F-HR |
4/12/2022, 11:28 AM |
Q4 2021 |
296 |
$369M |
+$13.2M |
-$18.9M |
-$5.71M |
BRKA, VOO, AGG, EFA, VCSH
|
13F-HR |
1/6/2022, 03:59 PM |
Q3 2021 |
279 |
$348M |
+$26.4M |
-$18M |
+$8.39M |
BRKA, VOO, AGG, EFA, VCSH
|
13F-HR |
10/14/2021, 12:14 PM |
Q2 2021 |
242 |
$342M |
+$20.4M |
-$15.3M |
+$5.08M |
BRKA, VOO, AGG, EFA, VCSH
|
13F-HR |
7/8/2021, 02:46 PM |
Q1 2021 |
331 |
$313M |
+$13.4M |
-$12.8M |
+$614K |
BRKA, VOO, AGG, VCSH, EFA
|
13F-HR |
4/14/2021, 01:59 PM |
Q4 2020 |
245 |
$297M |
+$51.9M |
-$23.4M |
+$28.5M |
BRKA, VOO, AGG, VCSH, EFA
|
13F-HR |
2/3/2021, 03:34 PM |
Q3 2020 |
273 |
$244M |
+$75.5M |
-$6.69M |
+$68.9M |
BRKA, VOO, AGG, AAPL, MSFT
|
13F-HR |
11/9/2020, 02:11 PM |
Q2 2020 |
154 |
$153M |
+$6.51M |
-$3.2M |
+$3.31M |
BRKA, MSFT, AAPL, AMZN, BRKL
|
13F-HR |
7/27/2020, 02:34 PM |
Q1 2020 |
137 |
$140M |
+$1.46M |
-$18.2M |
-$16.8M |
BRKA, BRKL, MSFT, AAPL, AMZN
|
13F-HR |
5/6/2020, 02:55 PM |
Q4 2019 |
199 |
$195M |
+$4.37M |
-$5.15M |
-$775K |
BRKA, BRKL, MSFT, AAPL, AMGN
|
13F-HR |
1/10/2020, 03:14 PM |
Q3 2019 |
203 |
$180M |
+$8.08M |
-$5.42M |
+$2.67M |
BRKA, BRKL, MSFT, V, AAPL
|
13F-HR |
10/11/2019, 01:59 PM |
Q2 2019 |
250 |
$179M |
+$7.6M |
-$9.1M |
-$1.5M |
BRKA, BRKL, MSFT, V, AMZN
|
13F-HR |
7/15/2019, 10:41 AM |
Q1 2019 |
225 |
$172M |
+$16.8M |
-$3.62M |
+$13.2M |
BRKA, BRKL, MSFT, AAPL, V
|
13F-HR |
4/10/2019, 03:31 PM |
Q4 2018 |
179 |
$155M |
+$16.1M |
-$9.01M |
+$7.13M |
BRKA, BRKL, MSFT, AAPL, AMGN
|
13F-HR |
2/7/2019, 02:13 PM |
Q3 2018 |
184 |
$160M |
$0 |
$0 |
|
BRKA, BRKL, SGEN, AAPL, AMGN
|
13F-HR |
10/12/2018, 01:12 PM |