| Q2 2024 |
56 |
$270M |
+$2.83M |
-$1.61M |
+$1.22M |
AAPL, DFAX, MSFT, URI, AMAT
|
13F-HR |
7/31/2024, 07:41 PM |
| Q1 2024 |
54 |
$266M |
+$11M |
-$8.66M |
+$2.29M |
DFAX, URI, MSFT, AAPL, BRKB
|
13F-HR |
4/25/2024, 04:16 PM |
| Q4 2023 |
55 |
$242M |
+$26M |
-$17.3M |
+$8.7M |
DFAX, AAPL, MSFT, URI, ICSH
|
13F-HR |
1/29/2024, 07:13 PM |
| Q3 2023 |
53 |
$210M |
+$5.47M |
-$16.6M |
-$11.1M |
AAPL, DFAX, MSFT, BRKB, ICSH
|
13F-HR |
10/10/2023, 04:06 PM |
| Q2 2023 |
60 |
$224M |
+$224M |
-$139M |
+$85.3M |
AAPL, MSFT, DFAX, BRKB, URI
|
13F-HR |
7/6/2023, 11:20 AM |
| Q1 2023 |
16 |
$139M |
+$139M |
-$181M |
-$42.5M |
VV, EFA, VTI, VEA, GUNR
|
13F-HR |
4/27/2023, 01:17 PM |
| Q4 2022 |
227 |
$182M |
+$29.6M |
-$11.6M |
+$18M |
AAPL, BRKB, MSFT, URI, LOW
|
13F-HR |
1/10/2023, 09:50 PM |
| Q2 2022 |
69 |
$167M |
+$17.9M |
-$9.39M |
+$8.54M |
AAPL, MSFT, BRKB, LOW, CVS
|
13F-HR |
7/11/2022, 04:47 PM |
| Q1 2022 |
76 |
$195M |
+$10M |
-$220K |
+$9.82M |
AAPL, BRKB, MSFT, URI, GOOG
|
13F-HR |
4/12/2022, 02:57 PM |
| Q4 2021 |
66 |
$194M |
$0 |
$0 |
|
AAPL, MSFT, LOW, BRKB, AMAT
|
13F-HR |
3/9/2022, 10:30 AM |