Q4 2024 |
94 |
$382M |
+$1.8M |
-$6.6M |
-$4.8M |
BRKB, BRKA, HCA, SYY, VTI
|
13F-HR |
2/4/2025, 07:49 PM |
Q3 2024 |
96 |
$399M |
+$6.27M |
-$10.4M |
-$4.08M |
BRKB, HCA, BRKA, SYY, VTI
|
13F-HR |
10/23/2024, 05:12 PM |
Q2 2024 |
98 |
$360M |
+$8.53M |
-$6.25M |
+$2.27M |
BRKB, HCA, BRKA, SYY, VTI
|
13F-HR |
7/19/2024, 05:20 PM |
Q1 2024 |
94 |
$366M |
+$7.22M |
-$3.99M |
+$3.23M |
BRKB, HCA, BRKA, SYY, VTI
|
13F-HR |
5/8/2024, 10:23 AM |
Q4 2023 |
91 |
$322M |
+$1.01M |
-$3.04M |
-$2.02M |
BRKB, HCA, BRKA, SYY, VTI
|
13F-HR |
2/7/2024, 05:25 PM |
Q3 2023 |
94 |
$300M |
+$108M |
-$1.99M |
+$106M |
BRKB, BRKA, HCA, SYY, VTI
|
13F-HR |
11/8/2023, 05:03 PM |
Q2 2023 |
36 |
$197M |
+$1.59M |
-$508K |
+$1.08M |
BRKB, SYY, BRKA, VTI, AXP
|
13F-HR |
8/4/2023, 05:19 PM |
Q1 2023 |
34 |
$182M |
+$956K |
-$247K |
+$709K |
BRKB, SYY, BRKA, VTI, AXP
|
13F-HR |
5/4/2023, 09:06 PM |
Q4 2022 |
36 |
$180M |
+$1.55M |
-$576K |
+$978K |
BRKB, SYY, BRKA, VTI, AXP
|
13F-HR |
2/8/2023, 03:57 PM |
Q3 2022 |
35 |
$159M |
+$326K |
-$952K |
-$626K |
BRKB, SYY, BRKA, VTI, AXP
|
Restatement |
11/7/2022, 08:12 PM |
Q2 2022 |
35 |
$169M |
+$2.06M |
-$569K |
+$1.49M |
BRKB, SYY, VTI, BRKA, AXP
|
13F-HR |
7/22/2022, 04:12 PM |
Q1 2022 |
37 |
$203M |
+$247K |
-$654K |
-$407K |
BRKB, SYY, BRKA, VTI, AXP
|
13F-HR |
4/22/2022, 08:05 PM |
Q4 2021 |
36 |
$186M |
+$1.12M |
-$1.04M |
+$79.3K |
BRKB, SYY, VTI, BRKA, AXP
|
13F-HR |
2/4/2022, 05:39 PM |
Q3 2021 |
36 |
$173M |
+$217K |
-$4.09M |
-$3.87M |
BRKB, SYY, VTI, BRKA, AXP
|
13F-HR |
10/27/2021, 10:47 AM |
Q2 2021 |
37 |
$178M |
+$943K |
-$1.81M |
-$868K |
BRKB, SYY, VTI, BRKA, AXP
|
13F-HR |
7/29/2021, 04:14 PM |
Q1 2021 |
35 |
$167M |
+$1.91M |
-$1.97M |
-$60.6K |
BRKB, SYY, VTI, BRKA, AXP
|
13F-HR |
4/30/2021, 09:34 AM |
Q4 2020 |
33 |
$153M |
+$785K |
-$1.19M |
-$404K |
BRKB, SYY, VTI, BRKA, AXP
|
13F-HR |
2/8/2021, 07:15 PM |
Q3 2020 |
32 |
$136M |
+$2.11M |
-$990K |
+$1.12M |
BRKB, SYY, VTI, BRKA, AXP
|
13F-HR |
11/9/2020, 02:48 PM |
Q2 2020 |
30 |
$118M |
+$2.09M |
-$355K |
+$1.74M |
BRKB, SYY, VTI, BRKA, AXP
|
Restatement |
8/11/2020, 04:57 PM |
Q1 2020 |
29 |
$125M |
+$307K |
-$1.49M |
-$1.18M |
BRKB, SYY, VTI, TECD, BRKA
|
13F-HR |
5/5/2020, 05:12 PM |
Q4 2019 |
29 |
$168M |
+$1.2M |
-$4.01M |
-$2.81M |
BRKB, SYY, VTI, TECD, BRKA
|
13F-HR |
1/31/2020, 06:15 AM |
Q3 2019 |
31 |
$155M |
+$1.51M |
|
+$1.51M |
BRKB, SYY, VTI, TECD, BRKA
|
13F-HR |
10/28/2019, 06:07 PM |
Q2 2019 |
29 |
$152M |
+$6.97M |
-$307K |
+$6.66M |
BRKB, SYY, VTI, TECD, BRKA
|
13F-HR |
7/24/2019, 02:40 PM |
Q1 2019 |
25 |
$143M |
+$109K |
-$1.24M |
-$1.13M |
BRKB, SYY, VTI, BRKA, TECD
|
13F-HR |
5/2/2019, 05:39 PM |
Q4 2018 |
26 |
$137M |
+$1.51M |
-$2.45M |
-$941K |
BRKB, SYY, VTI, BRKA, TECD
|
13F-HR |
2/12/2019, 03:58 PM |
Q3 2018 |
27 |
$150M |
+$875K |
-$3.11M |
-$2.23M |
BRKB, SYY, VTI, BRKA, TECD
|
13F-HR |
10/29/2018, 04:57 PM |
Q2 2018 |
24 |
$140M |
+$32.6K |
-$1.66M |
-$1.63M |
BRKB, SYY, VTI, BRKA, TECD
|
13F-HR |
7/26/2018, 04:08 PM |
Q1 2018 |
25 |
$141M |
+$444K |
-$1.93M |
-$1.49M |
BRKB, SYY, VTI, BRKA, TECD
|
13F-HR |
4/18/2018, 05:46 PM |
Q4 2017 |
25 |
$146M |
+$1.88M |
-$499K |
+$1.38M |
BRKB, SYY, VTI, BRKA, TECD
|
13F-HR |
1/24/2018, 05:24 PM |
Q3 2017 |
26 |
$132M |
+$804K |
-$949K |
-$146K |
BRKB, SYY, VTI, BRKA, TECD
|
13F-HR |
10/31/2017, 09:16 PM |
Q2 2017 |
26 |
$126M |
+$356K |
-$2.96M |
-$2.6M |
BRKB, SYY, VTI, TECD, BRKA
|
13F-HR |
7/21/2017, 07:59 AM |
Q1 2017 |
25 |
$127M |
+$2.12M |
-$9.46M |
-$7.34M |
BRKB, SYY, VTI, TECD, BRKA
|
13F-HR |
4/27/2017, 12:43 PM |
Q4 2016 |
23 |
$131M |
+$399K |
-$1.71M |
-$1.31M |
BRKB, SYY, VTI, BRKA, TECD
|
13F-HR |
2/3/2017, 10:12 AM |
Q3 2016 |
23 |
$121M |
+$252K |
-$2M |
-$1.74M |
BRKB, VTI, SYY, TECD, HTLD
|
13F-HR |
10/18/2016, 02:47 PM |
Q2 2016 |
23 |
$121M |
+$1.53M |
-$389K |
+$1.14M |
BRKB, SYY, VTI, HTLD, BRKA
|
13F-HR |
7/20/2016, 09:11 PM |
Q1 2016 |
22 |
$117M |
+$5.13M |
-$382K |
+$4.75M |
BRKB, VTI, SYY, HTLD, TECD
|
13F-HR |
4/25/2016, 07:06 PM |
Q4 2015 |
19 |
$105M |
+$1.71M |
-$250K |
+$1.46M |
BRKB, VTI, SYY, HTLD, TECD
|
13F-HR |
2/10/2016, 07:14 PM |
Q3 2015 |
18 |
$117M |
+$834K |
-$1.32M |
-$482K |
BRKB, VTI, SYY, SIAL, HTLD
|
13F-HR |
10/21/2015, 08:45 PM |
Q2 2015 |
22 |
$120M |
+$386K |
-$4M |
-$3.61M |
BRKB, VTI, SYY, SIAL, HTLD
|
13F-HR |
7/17/2015, 12:28 PM |
Q1 2015 |
24 |
$129M |
+$1.29K |
-$1.46M |
-$1.45M |
BRKB, VTI, SIAL, SYY, HTLD
|
13F-HR |
4/24/2015, 07:05 PM |
Q4 2014 |
25 |
$136M |
+$1.57M |
-$1.57M |
-$5.27K |
BRKB, VTI, SYY, SIAL, HTLD
|
13F-HR |
1/28/2015, 06:23 PM |
Q3 2014 |
21 |
$128M |
+$259K |
-$4.87M |
-$4.61M |
BRKB, VTI, SYY, SIAL, HTLD
|
13F-HR |
10/28/2014, 01:38 PM |
Q2 2014 |
21 |
$125M |
+$25.1K |
-$1.67M |
-$1.65M |
BRKB, VTI, SYY, SIAL, HTLD
|
13F-HR |
7/28/2014, 03:47 PM |
Q1 2014 |
23 |
$125M |
+$140K |
-$1.06M |
-$922K |
BRKB, VTI, SYY, HTLD, SIAL
|
13F-HR |
4/22/2014, 08:43 PM |
Q4 2013 |
23 |
$120M |
|
|
|
BRKB, VTI, SYY, SIAL, HTLD
|
13F-HR |
1/22/2014, 06:05 PM |