Q2 2022 |
185 |
$389M |
+$44M |
-$41.4M |
+$2.58M |
SCHD, AAPL, SPY, BRKB, MSFT
|
13F-HR |
7/11/2022, 06:11 PM |
Q1 2022 |
204 |
$464M |
+$44.1M |
-$69.8M |
-$25.6M |
AAPL, SCHD, SPY, BRKB, MSFT
|
13F-HR |
4/14/2022, 04:56 PM |
Q4 2021 |
203 |
$519M |
+$28.5M |
-$18.5M |
+$10M |
AAPL, SPY, MMIN, SCHD, MSFT
|
13F-HR |
1/19/2022, 08:34 PM |
Q3 2021 |
205 |
$463M |
+$31.5M |
-$10.8M |
+$20.7M |
AAPL, MMIN, SPY, SCHD, MSFT
|
13F-HR |
10/25/2021, 09:30 AM |
Q2 2021 |
204 |
$457M |
+$64.3M |
-$34.5M |
+$29.8M |
MMIN, AAPL, SPY, AMZN, MSFT
|
13F-HR |
7/19/2021, 04:07 PM |
Q1 2021 |
200 |
$392M |
+$76.7M |
-$27.8M |
+$48.9M |
MMIN, AAPL, BRKB, MSFT, AMZN
|
13F-HR |
4/29/2021, 07:25 AM |
Q4 2020 |
158 |
$335M |
+$76.2M |
-$24.5M |
+$51.7M |
AAPL, MMIN, AMZN, BRKB, MSFT
|
13F-HR |
1/28/2021, 08:05 AM |
Q3 2020 |
141 |
$265M |
+$62M |
-$8.32M |
+$53.7M |
AAPL, AMZN, BRKB, MSFT, GLD
|
13F-HR |
10/13/2020, 12:32 PM |
Q2 2020 |
113 |
$200M |
+$51M |
-$13.6M |
+$37.4M |
MSFT, AMZN, BRKB, AAPL, ACN
|
13F-HR |
7/14/2020, 04:39 PM |
Q1 2020 |
104 |
$140M |
+$17.4M |
-$59.7M |
-$42.3M |
MSFT, BRKB, AMZN, SPY, TOTL
|
13F-HR |
4/27/2020, 11:50 AM |
Q4 2019 |
134 |
$219M |
$0 |
$0 |
|
XMLV, CWB, BRKB, MSFT, IWM
|
13F-HR |
2/5/2020, 09:29 AM |