| Q4 2025 |
|
|
|
|
$0 |
|
13F-NT |
13 Feb 2026, 08:49 |
| Q3 2025 |
|
|
|
|
$0 |
|
13F-NT |
14 Nov 2025, 11:55 |
| Q2 2025 |
|
|
|
|
$0 |
|
13F-NT |
12 Aug 2025, 09:04 |
| Q1 2025 |
|
|
|
|
$0 |
|
13F-NT |
13 May 2025, 16:30 |
| Q4 2024 |
|
|
|
|
$0 |
|
13F-NT |
12 Feb 2025, 09:58 |
| Q3 2024 |
|
|
|
|
$0 |
|
13F-NT |
13 Nov 2024, 13:08 |
| Q2 2024 |
|
|
|
|
$0 |
|
13F-NT |
13 Aug 2024, 08:47 |
| Q1 2024 |
|
|
|
|
$0 |
|
13F-NT |
10 May 2024, 11:19 |
| Q4 2023 |
0 |
$0 |
|
|
$0 |
|
13F-NT |
12 Feb 2024, 15:45 |
| Q3 2023 |
0 |
|
|
|
$0 |
|
13F-NT |
14 Nov 2023, 08:23 |
| Q2 2023 |
0 |
|
|
|
$0 |
|
13F-NT |
10 Aug 2023, 15:40 |
| Q1 2023 |
0 |
|
|
|
$0 |
|
13F-NT |
12 May 2023, 13:22 |
| Q4 2022 |
0 |
|
|
|
$0 |
|
13F-NT |
09 Feb 2023, 13:33 |
| Q3 2022 |
0 |
|
|
|
$0 |
|
13F-NT |
14 Nov 2022, 13:43 |
| Q2 2022 |
352 |
$824,728,000 |
+$154,277,853 |
-$11,413,186 |
+$142,864,667 |
VT, BRKB, VOO, VGT, V
|
13F-HR |
14 Nov 2022, 11:01 |
| Q1 2022 |
372 |
$894,077,000 |
+$22,965,417 |
-$9,044,728 |
+$13,920,689 |
BRKB, VGT, VT, MSFT, VOO
|
13F-HR |
14 Nov 2022, 10:58 |
| Q4 2021 |
320 |
$928,170,000 |
+$18,498,374 |
-$37,484,326 |
-$18,985,952 |
BRKB, VGT, VT, MSFT, VOO
|
13F-HR |
14 Nov 2022, 10:55 |
| Q3 2021 |
332 |
$876,929,547 |
+$59,828,356 |
-$6,763,817 |
+$53,064,539 |
BRKB, VT, VGT, MSFT, VOO
|
13F-HR |
09 Nov 2023, 15:57 |
| Q2 2021 |
334 |
$823,137,619 |
+$107,720,284 |
-$2,921,580 |
+$104,798,704 |
BRKB, VT, VGT, MSFT, SPY
|
13F-HR |
09 Nov 2023, 15:52 |
| Q1 2021 |
320 |
$654,730,059 |
+$40,063,372 |
-$3,866,585 |
+$36,196,787 |
BRKB, VGT, VT, SPY, VOO
|
13F-HR |
09 Nov 2023, 15:48 |
| Q4 2020 |
279 |
$594,236,025 |
+$14,685,913 |
-$26,226,530 |
-$11,540,617 |
BRKB, VGT, VT, SPY, MSFT
|
13F-HR |
09 Nov 2023, 15:44 |
| Q3 2020 |
292 |
$541,245,309 |
+$49,179,497 |
-$6,611,397 |
+$42,568,100 |
VT, BRKB, VGT, SPY, MSFT
|
13F-HR |
09 Nov 2023, 15:40 |
| Q2 2020 |
288 |
$467,842,305 |
+$251,245,659 |
-$2,413,225 |
+$248,832,434 |
VT, BRKB, VGT, SPY, MSFT
|
13F-HR |
09 Nov 2023, 15:35 |
| Q1 2020 |
203 |
$185,316,924 |
+$6,474,571 |
-$3,627,662 |
+$2,846,909 |
MSFT, SPY, JNJ, BRKB, VGT
|
13F-HR |
09 Nov 2023, 15:30 |
| Q4 2019 |
196 |
$216,442,034 |
+$4,041,957 |
-$3,767,547 |
+$274,410 |
SPY, MSFT, JNJ, BRKB, VGT
|
13F-HR |
09 Nov 2023, 15:25 |
| Q3 2019 |
194 |
$196,935,505 |
+$11,714,742 |
-$9,649,938 |
+$2,064,804 |
SPY, MSFT, JNJ, BRKB, VGT
|
13F-HR |
09 Nov 2023, 15:20 |
| Q2 2019 |
193 |
$191,791,999 |
+$4,464,685 |
-$4,151,865 |
+$312,820 |
SPY, MSFT, JNJ, BRKB, VGT
|
13F-HR |
09 Nov 2023, 15:12 |
| Q1 2019 |
188 |
$183,813,425 |
+$2,436,845 |
-$2,562,625 |
-$125,780 |
SPY, MSFT, JNJ, VGT, BRKB
|
13F-HR |
09 Nov 2023, 15:05 |
| Q4 2018 |
181 |
$165,134,610 |
+$2,951,398 |
-$2,004,436 |
+$946,962 |
SPY, MSFT, JNJ, BRKB, VGT
|
13F-HR |
09 Nov 2023, 14:47 |
| Q3 2018 |
188 |
$185,912,157 |
+$5,035,200 |
-$2,931,362 |
+$2,103,838 |
SPY, MSFT, JNJ, BRKB, VGT
|
13F-HR |
09 Nov 2023, 14:43 |
| Q2 2018 |
188 |
$168,168,994 |
+$6,645,879 |
-$1,711,365 |
+$4,934,514 |
SPY, MSFT, JNJ, VGT, BRKB
|
13F-HR |
09 Nov 2023, 14:22 |
| Q1 2018 |
177 |
$162,113,958 |
+$9,290,805 |
-$1,309,939 |
+$7,980,866 |
SPY, MSFT, JNJ, BRKB, VGT
|
13F-HR |
09 Nov 2023, 14:16 |
| Q4 2017 |
166 |
$157,197,607 |
+$5,039,378 |
-$1,672,024 |
+$3,367,354 |
SPY, JNJ, MSFT, BRKB, VGT
|
13F-HR |
09 Nov 2023, 14:08 |
| Q3 2017 |
157 |
$144,071,793 |
$0 |
$0 |
$0 |
SPY, JNJ, MSFT, BRKB, VGT
|
13F-HR |
09 Nov 2023, 14:00 |