| Q1 2024 |
93 |
$450M |
+$441M |
-$142M |
+$298M |
JPM, GOOG, AXP, SYK, APH
|
13F-HR |
5/3/2024, 01:03 PM |
| Q4 2023 |
42 |
$148M |
+$6.64M |
-$6.55M |
+$89.4K |
BRKB, COWZ, INTF, SPSB, ISCF
|
13F-HR |
2/6/2024, 11:16 AM |
| Q3 2023 |
41 |
$138M |
+$12M |
-$20M |
-$7.96M |
BRKB, SPSB, INTF, COWZ, ISCF
|
13F-HR |
11/3/2023, 02:49 PM |
| Q2 2023 |
43 |
$147M |
+$8.24M |
-$17.1M |
-$8.82M |
BRKB, SPSB, INTF, ISCF, SPTS
|
13F-HR |
7/31/2023, 01:13 PM |
| Q1 2023 |
49 |
$153M |
+$16.1M |
-$16.5M |
-$434K |
SPSB, SPTS, BRKB, INTF, ISCF
|
13F-HR |
5/5/2023, 02:30 PM |
| Q4 2022 |
49 |
$147M |
+$26M |
-$17.6M |
+$8.34M |
SPSB, BRKB, SPTS, INTF, BAR
|
13F-HR |
2/10/2023, 11:46 AM |
| Q3 2022 |
46 |
$129M |
+$24.7M |
-$11.7M |
+$13.1M |
SPSB, BRKB, BAR, INTF, CALF
|
13F-HR |
11/1/2022, 02:06 PM |
| Q2 2022 |
47 |
$124M |
+$124M |
-$284M |
-$160M |
SPSB, BRKB, BAR, MOAT, INTF
|
13F-HR |
7/29/2022, 12:42 PM |
| Q1 2022 |
13 |
$285M |
+$284M |
-$127M |
+$157M |
SCHB, AGG, SCHF, SPY, IJR
|
13F-HR |
5/6/2022, 02:44 PM |
| Q4 2021 |
50 |
$127M |
$0 |
$0 |
|
BRKB, SPSB, BAR, MOAT, MSFT
|
13F-HR |
2/7/2022, 02:49 PM |