| Q2 2024 |
92 |
$133M |
+$12.2M |
-$4.19M |
+$8.05M |
SPY, MSFT, MA, BRKB, NVDA
|
13F-HR |
8/14/2024, 04:54 PM |
| Q1 2024 |
94 |
$127M |
+$6.74M |
-$4.78M |
+$1.96M |
SPY, MA, MSFT, BRKB, V
|
13F-HR |
5/15/2024, 04:29 PM |
| Q4 2023 |
92 |
$115M |
+$7.06M |
-$4.98M |
+$2.08M |
SPY, MA, MSFT, BRKB, AAPL
|
13F-HR |
2/7/2024, 03:44 PM |
| Q3 2023 |
91 |
$104M |
+$6.15M |
-$6.15M |
+$1.78K |
SPY, MA, BRKB, MSFT, AAPL
|
13F-HR |
11/14/2023, 04:55 PM |
| Q2 2023 |
97 |
$106M |
+$6.07M |
-$4.9M |
+$1.17M |
SPY, MA, MSFT, BRKB, AAPL
|
13F-HR |
8/11/2023, 02:12 PM |
| Q1 2023 |
95 |
$99.3M |
+$4.36M |
-$2.16M |
+$2.2M |
MA, MSFT, BRKB, SPY, SCHD
|
13F-HR |
5/12/2023, 04:43 PM |
| Q4 2022 |
98 |
$94.1M |
+$6.65M |
-$5.02M |
+$1.63M |
MA, BRKB, MSFT, SCHD, SPY
|
13F-HR |
2/14/2023, 01:41 PM |
| Q3 2022 |
87 |
$85.8M |
+$4.37M |
-$2.84M |
+$1.53M |
MA, MSFT, AAPL, SPY, UNH
|
13F-HR |
11/14/2022, 04:47 PM |
| Q2 2022 |
95 |
$92.2M |
+$8.58M |
-$3.28M |
+$5.3M |
MA, MSFT, AAPL, SPY, UNH
|
13F-HR |
8/15/2022, 06:19 PM |
| Q1 2022 |
99 |
$102M |
+$5.69M |
-$3.1M |
+$2.59M |
MA, MSFT, AAPL, UNH, V
|
13F-HR |
5/12/2022, 04:33 PM |
| Q4 2021 |
107 |
$103M |
$0 |
$0 |
|
MA, MSFT, AAPL, V, UNH
|
13F-HR |
2/14/2022, 05:48 PM |