Q3 2024 |
751 |
$354M |
+$22.4M |
-$10.8M |
+$11.6M |
VIG, VTI, BRKB, AAPL, NOBL
|
13F-HR |
10/22/2024, 11:48 AM |
Q2 2024 |
733 |
$317M |
+$7.52M |
-$2.39M |
+$5.14M |
VIG, VTI, BRKB, AAPL, WSM
|
13F-HR |
7/31/2024, 01:20 PM |
Q1 2024 |
716 |
$311M |
+$13.7M |
-$3.94M |
+$9.81M |
VIG, BRKB, VTI, WSM, NOBL
|
13F-HR |
4/17/2024, 02:25 PM |
Q4 2023 |
717 |
$287M |
+$8M |
-$2.54M |
+$5.46M |
VIG, AAPL, VTI, BRKB, NOBL
|
13F-HR |
1/23/2024, 04:48 PM |
Q3 2023 |
716 |
$264M |
+$17.4M |
-$30M |
-$12.6M |
VIG, BRKB, AAPL, VTI, NOBL
|
13F-HR |
11/14/2023, 01:13 PM |
Q2 2023 |
759 |
$291M |
+$20.3M |
-$4.4M |
+$15.9M |
VIG, AAPL, BRKB, NOBL, VTI
|
13F-HR |
8/1/2023, 02:59 PM |
Q1 2023 |
790 |
$269M |
+$11.1M |
-$4.65M |
+$6.46M |
VIG, AAPL, BRKB, NOBL, VTI
|
13F-HR |
4/19/2023, 02:06 PM |
Q4 2022 |
757 |
$257M |
+$30.8M |
-$13.3M |
+$17.5M |
VIG, BRKB, NOBL, AAPL, VTI
|
13F-HR |
2/9/2023, 01:09 PM |
Q3 2022 |
680 |
$219M |
+$66.4M |
-$2.05M |
+$64.3M |
VIG, AAPL, BRKB, NOBL, WMT
|
13F-HR |
10/31/2022, 12:04 PM |
Q2 2022 |
472 |
$165M |
$0 |
$0 |
|
VIG, AAPL, BRKB, NOBL, PG
|
13F-HR |
9/21/2022, 10:33 AM |