Q2 2024 |
102 |
$234M |
+$15.3M |
-$17M |
-$1.73M |
BRKB, VV, AAPL, IHDG, MSFT
|
13F-HR |
8/9/2024, 12:17 PM |
Q1 2024 |
103 |
$232M |
+$7.01M |
-$5.43M |
+$1.59M |
BRKB, IHDG, AAPL, VV, MSFT
|
13F-HR |
5/14/2024, 01:12 PM |
Q4 2023 |
102 |
$215M |
+$4.09M |
-$5.45M |
-$1.36M |
BRKB, AAPL, IHDG, VV, MSFT
|
13F-HR |
2/12/2024, 01:15 PM |
Q3 2023 |
101 |
$196M |
+$5.39M |
-$3.7M |
+$1.68M |
BRKB, AAPL, IHDG, VV, MSFT
|
13F-HR |
11/9/2023, 10:42 AM |
Q2 2023 |
106 |
$199M |
+$4.47M |
-$5.9M |
-$1.43M |
BRKB, AAPL, IHDG, VV, MSFT
|
13F-HR |
8/11/2023, 12:31 PM |
Q1 2023 |
113 |
$188M |
+$6.95M |
-$5.84M |
+$1.12M |
BRKB, AAPL, IHDG, VV, MSFT
|
13F-HR |
5/5/2023, 01:43 PM |
Q4 2022 |
111 |
$178M |
+$8.84M |
-$12.5M |
-$3.64M |
BRKB, AAPL, IHDG, VV, MSFT
|
13F-HR |
2/10/2023, 09:40 AM |
Q3 2022 |
115 |
$169M |
+$8.65M |
-$3.35M |
+$5.3M |
BRKB, AAPL, IHDG, VV, MSFT
|
13F-HR |
11/15/2022, 12:02 PM |
Q2 2022 |
119 |
$175M |
+$10.3M |
-$3.49M |
+$6.85M |
BRKB, AAPL, IHDG, VV, MSFT
|
13F-HR |
8/9/2022, 11:00 AM |
Q1 2022 |
116 |
$205M |
+$13.9M |
-$4.2M |
+$9.68M |
BRKB, AAPL, IHDG, VV, MSFT
|
13F-HR |
5/10/2022, 01:57 PM |
Q4 2021 |
121 |
$207M |
+$7.68M |
-$1.71M |
+$5.97M |
BRKB, AAPL, IHDG, MSFT, SCHG
|
13F-HR |
2/7/2022, 10:26 AM |
Q3 2021 |
114 |
$189M |
+$7.62M |
-$6.34M |
+$1.28M |
BRKB, AAPL, IHDG, SCHG, MSFT
|
13F-HR |
11/2/2021, 12:28 PM |
Q2 2021 |
116 |
$189M |
+$5M |
-$2.66M |
+$2.34M |
BRKB, AAPL, IHDG, SCHG, AMZN
|
13F-HR |
8/13/2021, 12:48 PM |
Q1 2021 |
113 |
$174M |
+$19M |
-$7.74M |
+$11.3M |
BRKB, AAPL, IHDG, SCHM, SCHG
|
13F-HR |
5/14/2021, 12:54 PM |
Q4 2020 |
107 |
$152M |
+$4.06M |
-$1.91M |
+$2.16M |
BRKB, AAPL, IHDG, SCHG, AMZN
|
13F-HR |
2/10/2021, 11:14 AM |
Q3 2020 |
105 |
$134M |
+$13.1M |
-$1.5M |
+$11.6M |
BRKB, AAPL, AMZN, IHDG, MSFT
|
13F-HR |
11/13/2020, 09:38 AM |
Q2 2020 |
103 |
$119M |
+$13.7M |
-$3.49M |
+$10.2M |
BRKB, AAPL, MSFT, AMZN, SCHG
|
13F-HR |
8/14/2020, 10:59 AM |
Q1 2020 |
99 |
$90.9M |
+$10.1M |
-$6M |
+$4.14M |
BRKB, AAPL, SCHG, SCHM, MSFT
|
13F-HR |
5/22/2020, 03:29 PM |
Q4 2019 |
97 |
$112M |
$0 |
$0 |
|
BRKB, AAPL, SCHM, SCHA, SCHG
|
13F-HR |
2/13/2020, 02:12 PM |