Q3 2024 |
|
|
|
|
|
|
13F-NT |
11/13/2024, 01:08 PM |
Q2 2024 |
|
|
|
|
|
|
13F-NT |
8/13/2024, 08:47 AM |
Q1 2024 |
|
|
|
|
|
|
13F-NT |
5/10/2024, 11:19 AM |
Q4 2023 |
0 |
$0 |
|
|
|
|
13F-NT |
2/12/2024, 03:45 PM |
Q3 2023 |
0 |
|
|
|
|
|
13F-NT |
11/14/2023, 08:23 AM |
Q2 2023 |
0 |
|
|
|
|
|
13F-NT |
8/10/2023, 03:40 PM |
Q1 2023 |
0 |
|
|
|
|
|
13F-NT |
5/12/2023, 01:22 PM |
Q4 2022 |
0 |
|
|
|
|
|
13F-NT |
2/9/2023, 01:33 PM |
Q3 2022 |
0 |
|
|
|
|
|
13F-NT |
11/14/2022, 01:43 PM |
Q2 2022 |
352 |
$825M |
+$154M |
-$11.4M |
+$143M |
VT, BRKB, VOO, VGT, V
|
13F-HR |
11/14/2022, 11:01 AM |
Q1 2022 |
372 |
$894M |
+$23M |
-$9.04M |
+$13.9M |
BRKB, VGT, VT, MSFT, VOO
|
13F-HR |
11/14/2022, 10:58 AM |
Q4 2021 |
320 |
$928M |
+$18.5M |
-$37.5M |
-$19M |
BRKB, VGT, VT, MSFT, VOO
|
13F-HR |
11/14/2022, 10:55 AM |
Q3 2021 |
332 |
$877M |
+$59.8M |
-$6.76M |
+$53.1M |
BRKB, VT, VGT, MSFT, VOO
|
13F-HR |
11/9/2023, 03:57 PM |
Q2 2021 |
334 |
$823M |
+$108M |
-$2.92M |
+$105M |
BRKB, VT, VGT, MSFT, SPY
|
13F-HR |
11/9/2023, 03:52 PM |
Q1 2021 |
320 |
$655M |
+$40.1M |
-$3.87M |
+$36.2M |
BRKB, VGT, VT, SPY, VOO
|
13F-HR |
11/9/2023, 03:48 PM |
Q4 2020 |
279 |
$594M |
+$14.7M |
-$26.2M |
-$11.5M |
BRKB, VGT, VT, SPY, MSFT
|
13F-HR |
11/9/2023, 03:44 PM |
Q3 2020 |
292 |
$541M |
+$49.2M |
-$6.61M |
+$42.6M |
VT, BRKB, VGT, SPY, MSFT
|
13F-HR |
11/9/2023, 03:40 PM |
Q2 2020 |
288 |
$468M |
+$251M |
-$2.41M |
+$249M |
VT, BRKB, VGT, SPY, MSFT
|
13F-HR |
11/9/2023, 03:35 PM |
Q1 2020 |
203 |
$185M |
+$6.47M |
-$3.63M |
+$2.85M |
MSFT, SPY, JNJ, BRKB, VGT
|
13F-HR |
11/9/2023, 03:30 PM |
Q4 2019 |
196 |
$216M |
+$4.04M |
-$3.77M |
+$274K |
SPY, MSFT, JNJ, BRKB, VGT
|
13F-HR |
11/9/2023, 03:25 PM |
Q3 2019 |
194 |
$197M |
+$11.7M |
-$9.65M |
+$2.06M |
SPY, MSFT, JNJ, BRKB, VGT
|
13F-HR |
11/9/2023, 03:20 PM |
Q2 2019 |
193 |
$192M |
+$4.46M |
-$4.15M |
+$313K |
SPY, MSFT, JNJ, BRKB, VGT
|
13F-HR |
11/9/2023, 03:12 PM |
Q1 2019 |
188 |
$184M |
+$2.44M |
-$2.56M |
-$126K |
SPY, MSFT, JNJ, VGT, BRKB
|
13F-HR |
11/9/2023, 03:05 PM |
Q4 2018 |
181 |
$165M |
+$2.95M |
-$2M |
+$947K |
SPY, MSFT, JNJ, BRKB, VGT
|
13F-HR |
11/9/2023, 02:47 PM |
Q3 2018 |
188 |
$186M |
+$5.04M |
-$2.93M |
+$2.1M |
SPY, MSFT, JNJ, BRKB, VGT
|
13F-HR |
11/9/2023, 02:43 PM |
Q2 2018 |
188 |
$168M |
+$6.65M |
-$1.71M |
+$4.93M |
SPY, MSFT, JNJ, VGT, BRKB
|
13F-HR |
11/9/2023, 02:22 PM |
Q1 2018 |
177 |
$162M |
+$9.29M |
-$1.31M |
+$7.98M |
SPY, MSFT, JNJ, BRKB, VGT
|
13F-HR |
11/9/2023, 02:16 PM |
Q4 2017 |
166 |
$157M |
+$5.04M |
-$1.67M |
+$3.37M |
SPY, JNJ, MSFT, BRKB, VGT
|
13F-HR |
11/9/2023, 02:08 PM |
Q3 2017 |
157 |
$144M |
$0 |
$0 |
|
SPY, JNJ, MSFT, BRKB, VGT
|
13F-HR |
11/9/2023, 02:00 PM |