Q4 2024 |
677 |
$207M |
+$17.8M |
-$8.7M |
+$9.11M |
BRKB, SHV, GOOGL, VOO, VT
|
13F-HR |
1/10/2025, 11:34 AM |
Q3 2024 |
694 |
$200M |
+$9.42M |
-$22.6M |
-$13.2M |
BRKB, SHV, GOOGL, VOO, VT
|
13F-HR |
10/4/2024, 11:46 AM |
Q2 2024 |
764 |
$199M |
+$26.5M |
-$11.5M |
+$15M |
BRKB, SHV, GOOGL, VOO, VT
|
13F-HR |
7/29/2024, 11:39 AM |
Q1 2024 |
188 |
$189M |
+$18.7M |
-$9.95M |
+$8.72M |
BRKB, SHV, VT, GOOGL, VOO
|
13F-HR |
4/10/2024, 04:00 PM |
Q4 2023 |
181 |
$169M |
+$14.2M |
-$9.2M |
+$5M |
BRKB, SHV, VT, VOO, MSFT
|
13F-HR |
1/11/2024, 11:57 AM |
Q3 2023 |
169 |
$152M |
+$13.6M |
-$6.13M |
+$7.43M |
BRKB, SHV, VT, MKL, VOO
|
13F-HR |
10/20/2023, 09:22 AM |
Q2 2023 |
817 |
$176M |
+$20.8M |
-$10.5M |
+$10.3M |
BRKB, VGSH, VT, VOO, MKL
|
13F-HR |
8/7/2023, 10:36 AM |
Q1 2023 |
809 |
$163M |
+$32.6M |
-$11.2M |
+$21.4M |
BRKB, VGSH, VOO, VT, MKL
|
13F-HR |
4/25/2023, 12:06 PM |
Q4 2022 |
198 |
$141M |
+$15.7M |
-$4.31M |
+$11.4M |
BRKB, MKL, VT, VOO, RICK
|
13F-HR |
1/19/2023, 01:24 PM |
Q3 2022 |
174 |
$120M |
+$12.2M |
-$1.75M |
+$10.4M |
BRKB, VOO, VT, MKL, SPLV
|
13F-HR |
10/13/2022, 09:16 AM |
Q2 2022 |
183 |
$126M |
+$9.75M |
-$5.88M |
+$3.87M |
BRKB, VOO, VT, MKL, SPLV
|
13F-HR |
7/19/2022, 03:10 PM |
Q1 2022 |
191 |
$152M |
+$18.3M |
-$8.12M |
+$10.2M |
BRKB, VOO, VT, MKL, HSIC
|
13F-HR |
4/11/2022, 04:30 PM |
Q4 2021 |
194 |
$158M |
+$8.61M |
-$3.89M |
+$4.72M |
BRKB, VOO, VT, MKL, SPLV
|
13F-HR |
1/18/2022, 11:45 AM |
Q3 2021 |
187 |
$147M |
+$8.75M |
-$13.1M |
-$4.39M |
BRKB, VT, VOO, MKL, VB
|
13F-HR |
10/20/2021, 12:41 PM |
Q2 2021 |
189 |
$156M |
+$14.4M |
-$29.7M |
-$15.3M |
BRKB, VT, VOO, MKL, PYPL
|
13F-HR |
7/22/2021, 04:22 PM |
Q1 2021 |
189 |
$163M |
+$32.8M |
-$17.9M |
+$14.9M |
BRKB, SPLV, VT, VOO, MKL
|
13F-HR |
4/26/2021, 07:54 PM |
Q4 2020 |
125 |
$106M |
|
|
|
BRKB, SPLV, VT, MKL, AMZN
|
13F-HR |
1/19/2021, 01:24 PM |
Q3 2020 |
168 |
$127M |
+$10.5M |
-$7.47M |
+$3.02M |
BRKB, SPLV, VT, MKL, AMZN
|
13F-HR |
10/14/2020, 02:08 PM |
Q2 2020 |
166 |
$121M |
+$16.1M |
-$4.06M |
+$12M |
BRKB, SPLV, MKL, VT, VTI
|
13F-HR |
8/10/2020, 04:05 PM |
Q1 2020 |
155 |
$98.6M |
+$7.19M |
-$7.34M |
-$146K |
BRKB, SPLV, MKL, IDLV, USMV
|
13F-HR |
4/27/2020, 12:34 PM |
Q4 2019 |
194 |
$141M |
+$9.61M |
-$3.11M |
+$6.51M |
BRKB, SPLV, MKL, IDLV, VTI
|
13F-HR |
1/15/2020, 08:57 AM |
Q3 2019 |
184 |
$128M |
+$6.03M |
-$3.9M |
+$2.14M |
BRKB, SPLV, MKL, IDLV, VTI
|
13F-HR |
10/23/2019, 08:59 AM |
Q2 2019 |
187 |
$128M |
+$10.4M |
-$3.29M |
+$7.1M |
BRKB, SPLV, MKL, IDLV, VTI
|
13F-HR |
7/12/2019, 11:02 AM |
Q1 2019 |
184 |
$122M |
|
|
|
BRKB, SPLV, MKL, IDLV, AX
|
13F-HR |
4/15/2019, 12:13 PM |
Q4 2018 |
112 |
$92.9M |
|
|
|
BRKB, SPLV, MKL, HSIC, IDLV
|
13F-HR |
1/25/2019, 02:35 PM |
Q3 2018 |
167 |
$126M |
+$10.9M |
-$1.21M |
+$9.71M |
BRKB, SPLV, MKL, AX, HSIC
|
13F-HR |
10/30/2018, 02:35 PM |
Q2 2018 |
154 |
$112M |
+$15.1M |
-$2.11M |
+$13M |
BRKB, SPLV, MKL, BOFIXXXX, IDLV
|
Restatement |
8/9/2018, 01:48 PM |
Q1 2018 |
147 |
$109M |
+$5.5M |
-$4.74M |
+$756K |
BRKB, SPLVXXXX, MKL, BOFIXXXX, IDLVXXXX
|
13F-HR |
4/17/2018, 04:11 PM |
Q4 2017 |
143 |
$112M |
+$4.94M |
-$2.14M |
+$2.8M |
BRKB, SPLVXXXX, MKL, MMM, HSIC
|
13F-HR |
1/12/2018, 03:03 PM |
Q3 2017 |
140 |
$105M |
+$6.1M |
-$1.12M |
+$4.98M |
BRKB, SPLVXXXX, MKL, HSIC, MMM
|
13F-HR |
11/15/2017, 06:33 AM |
Q2 2017 |
138 |
$99.8M |
+$7.55M |
-$1.72M |
+$5.83M |
BRKB, SPLVXXXX, HSIC, MKL, MMM
|
13F-HR |
8/2/2017, 04:00 PM |
Q1 2017 |
133 |
$93.1M |
+$6.47M |
-$1.13M |
+$5.34M |
BRKB, SPLVXXXX, MKL, MMM, IDLVXXXX
|
13F-HR |
5/15/2017, 09:16 AM |
Q4 2016 |
117 |
$84.9M |
|
|
|
BRKB, SPLVXXXX, MKL, MMM, IDLVXXXX
|
13F-HR |
4/27/2017, 11:27 AM |