Q3 2024 |
360 |
$256M |
+$20.3M |
-$29.6M |
-$9.31M |
BRKB, IVV, EFA, MSFT, AAPL
|
13F-HR |
10/30/2024, 11:23 AM |
Q2 2024 |
387 |
$248M |
+$23.1M |
-$30.1M |
-$6.97M |
BRKB, IVV, EFA, MSFT, AAPL
|
13F-HR |
8/2/2024, 10:04 AM |
Q1 2024 |
355 |
$257M |
+$30.5M |
-$23.4M |
+$7.07M |
BRKB, IVV, EFA, MSFT, IJH
|
13F-HR |
5/3/2024, 08:40 AM |
Q4 2023 |
365 |
$236M |
+$26.3M |
-$11.1M |
+$15.2M |
BRKB, IVV, EFA, MSFT, VXF
|
13F-HR |
2/13/2024, 10:03 AM |
Q3 2023 |
337 |
$204M |
+$93.9M |
-$1.41M |
+$92.5M |
BRKB, IVV, EFA, MSFT, VXF
|
13F-HR |
11/14/2023, 10:35 AM |
Q2 2023 |
226 |
$114M |
+$8.07M |
-$6.1M |
+$1.97M |
BRKB, IVV, MRK, ETN, AAPL
|
13F-HR |
2/13/2024, 12:09 PM |
Q1 2023 |
226 |
$106M |
+$2.04M |
-$2.78M |
-$739K |
BRKB, IVV, ENB, MRK, CSCO
|
13F-HR |
2/13/2024, 12:03 PM |
Q4 2022 |
252 |
$103M |
+$4.38M |
-$6.14M |
-$1.76M |
BRKB, IVV, ENB, MRK, PFE
|
13F-HR |
2/13/2024, 11:55 AM |
Q3 2022 |
254 |
$95.8M |
+$10.9M |
-$865K |
+$10M |
BRKB, IVV, ENB, MRK, WM
|
13F-HR |
2/13/2024, 11:37 AM |
Q2 2022 |
247 |
$92.9M |
+$10.7M |
-$3.35M |
+$7.3M |
BRKB, IVV, ENB, PFE, MRK
|
13F-HR |
2/13/2024, 11:21 AM |
Q1 2022 |
247 |
$99.9M |
+$3.01M |
-$1.5M |
+$1.5M |
BRKB, IVV, ENB, PFE, PAYX
|
13F-HR |
2/13/2024, 11:11 AM |
Q4 2021 |
236 |
$100M |
$0 |
$0 |
|
BRKB, IVV, ENB, PFE, CSCO
|
13F-HR |
2/13/2024, 10:21 AM |