| Q4 2025 |
380 |
$512,375,251 |
+$90,651,803 |
-$58,414,362 |
+$32,237,441 |
IVV, VEA, BBUS, NVDA, AAPL
|
13F-HR |
04 Feb 2026, 08:01 |
| Q3 2025 |
358 |
$471,723,499 |
+$57,064,093 |
-$71,780,058 |
-$14,715,965 |
IVV, VEA, BBUS, NVDA, AAPL
|
13F-HR |
30 Oct 2025, 21:51 |
| Q2 2025 |
346 |
$456,320,318 |
+$36,390,071 |
-$37,735,884 |
-$1,345,813 |
IVV, VEA, BBUS, AAPL, VWO
|
13F-HR |
29 Jul 2025, 21:54 |
| Q1 2025 |
324 |
$425,700,143 |
+$83,899,975 |
-$59,683,371 |
+$24,216,604 |
IVV, VEA, BERKSHIRE HATHAWAY INC DEL, AAPL, VWO
|
13F-HR |
06 May 2025, 21:07 |
| Q4 2024 |
342 |
$407,994,066 |
+$55,313,131 |
-$29,364,986 |
+$25,948,145 |
IVV, BRKA, AAPL, VEA, VWO
|
13F-HR |
21 Jan 2025, 21:47 |
| Q3 2024 |
321 |
$384,069,532 |
+$41,072,308 |
-$44,003,686 |
-$2,931,378 |
IVV, BRKA, VEA, AAPL, VWO
|
Restatement |
07 Nov 2024, 15:34 |
| Q2 2024 |
320 |
$370,702,353 |
+$34,478,533 |
-$17,338,305 |
+$17,140,228 |
IVV, BRKA, VEA, AAPL, VWO
|
13F-HR |
31 Jul 2024, 20:02 |
| Q1 2024 |
317 |
$356,266,009 |
+$43,084,463 |
-$18,917,991 |
+$24,166,472 |
IVV, BRKA, VEA, VWO, AAPL
|
13F-HR |
22 Apr 2024, 15:52 |
| Q4 2023 |
306 |
$310,013,063 |
+$43,068,241 |
-$29,512,404 |
+$13,555,837 |
IVV, BRKA, VEA, AAPL, MSFT
|
13F-HR |
22 Jan 2024, 15:23 |
| Q3 2023 |
278 |
$273,876,456 |
+$41,627,922 |
-$30,687,475 |
+$10,940,447 |
BRKA, IVV, AAPL, VEA, MSFT
|
13F-HR |
10 Oct 2023, 17:33 |
| Q2 2023 |
282 |
$269,698,955 |
+$57,806,432 |
-$40,971,883 |
+$16,834,549 |
BRKA, AAPL, IVV, VTI, MSFT
|
13F-HR |
14 Jul 2023, 13:10 |
| Q1 2023 |
290 |
$238,853,746 |
+$56,621,934 |
-$23,659,896 |
+$32,962,038 |
BRKA, AAPL, SPYV, FSK, BRKB
|
13F-HR |
13 Apr 2023, 15:40 |
| Q4 2022 |
252 |
$200,060,246 |
+$99,437,983 |
-$12,115,392 |
+$87,322,591 |
BRKA, VTI, SPYV, SQQQ, FSK
|
13F-HR |
27 Jan 2023, 14:28 |
| Q3 2022 |
161 |
$105,198,000 |
+$21,209,481 |
-$19,428,837 |
+$1,780,644 |
BRKA, VTI, BRKB, AAPL, SPIP
|
13F-HR |
14 Nov 2022, 18:00 |
| Q2 2022 |
168 |
$109,494,000 |
+$29,328,975 |
-$21,546,652 |
+$7,782,323 |
BRKA, SPIP, VTI, BRKB, MSFT
|
13F-HR |
14 Nov 2022, 18:02 |
| Q1 2022 |
165 |
$118,606,000 |
+$45,913,833 |
-$34,611,257 |
+$11,302,576 |
BRKA, SPIP, BRKB, SQQQ, MUB
|
13F-HR |
14 Nov 2022, 18:04 |
| Q4 2021 |
155 |
$113,735,000 |
$0 |
$0 |
$0 |
COIN, BRKA, VVNT, SPIP, AMC
|
13F-HR |
14 Nov 2022, 18:06 |