Q1 2025 |
346 |
$522M |
+$52.6M |
-$33.1M |
+$19.4M |
GSLC, SHW, AVIG, AVUS, JPST
|
13F-HR |
4/14/2025, 08:48 AM |
Q4 2024 |
334 |
$505M |
+$83M |
-$18M |
+$64.9M |
GSLC, AAPL, VTI, SHW, AVUS
|
13F-HR |
1/21/2025, 08:59 AM |
Q3 2024 |
315 |
$455M |
+$45.1M |
-$22.2M |
+$22.9M |
GSLC, AAPL, VTI, BRKA, AVUS
|
13F-HR |
10/16/2024, 06:02 PM |
Q2 2024 |
299 |
$410M |
+$30.3M |
-$17M |
+$13.3M |
GSLC, AAPL, VTI, BRKA, AVUS
|
13F-HR |
7/15/2024, 08:29 AM |
Q1 2024 |
301 |
$398M |
+$27.8M |
-$33.2M |
-$5.4M |
GSLC, VTI, BRKA, AAPL, AVUS
|
13F-HR |
4/10/2024, 04:40 PM |
Q4 2023 |
298 |
$381M |
+$20.5M |
-$11.3M |
+$9.21M |
AAPL, GSLC, VTI, BRKA, AVUS
|
13F-HR |
1/10/2024, 01:01 PM |
Q3 2023 |
285 |
$342M |
+$43M |
-$7.33M |
+$35.7M |
AAPL, GSLC, BRKA, VTI, JPST
|
13F-HR |
10/16/2023, 09:10 AM |
Q2 2023 |
271 |
$332M |
+$34.5M |
-$12.9M |
+$21.6M |
AAPL, GSLC, VTI, JPST, BRKA
|
13F-HR |
7/25/2023, 11:04 AM |
Q1 2023 |
254 |
$301M |
+$25.3M |
-$9.09M |
+$16.2M |
GSLC, AAPL, VTI, JPST, AVUS
|
13F-HR |
4/11/2023, 09:45 AM |
Q4 2022 |
250 |
$279M |
+$23.5M |
-$13.3M |
+$10.2M |
GSLC, VTI, JPST, JNJ, AAPL
|
13F-HR |
1/23/2023, 08:30 AM |
Q3 2022 |
241 |
$257M |
+$24.8M |
-$8.68M |
+$16.2M |
GSLC, JPST, AAPL, VTI, JNJ
|
13F-HR |
10/17/2022, 08:48 AM |
Q2 2022 |
247 |
$266M |
+$28.6M |
-$17.6M |
+$11M |
GSLC, AAPL, VTI, JNJ, JPST
|
13F-HR |
8/5/2022, 08:27 AM |
Q1 2022 |
259 |
$305M |
+$59.2M |
-$34.6M |
+$24.6M |
AAPL, VTI, GSLC, BRKA, JPST
|
13F-HR |
5/4/2022, 02:01 PM |
Q4 2021 |
249 |
$307M |
+$22.6M |
-$23.7M |
-$1.13M |
AAPL, SPTM, VTI, JPST, JPUS
|
13F-HR |
1/24/2022, 09:11 AM |
Q3 2021 |
275 |
$339M |
+$18.9M |
-$13.2M |
+$5.73M |
VTI, JPST, AAPL, SPTM, JNJ
|
13F-HR |
11/2/2021, 08:30 PM |
Q2 2021 |
281 |
$338M |
+$58.2M |
-$26.2M |
+$32M |
VTI, JPST, AAPL, SPTM, JNJ
|
13F-HR |
7/19/2021, 10:50 AM |
Q1 2021 |
241 |
$293M |
+$17.9M |
-$16.3M |
+$1.54M |
VTI, JPST, JNJ, SPTM, BRKA
|
13F-HR |
4/22/2021, 09:07 AM |
Q4 2020 |
239 |
$279M |
+$40.2M |
-$21M |
+$19.1M |
JPST, VTI, FTSM, JNJ, SPTM
|
13F-HR |
1/20/2021, 12:11 PM |
Q3 2020 |
224 |
$244M |
+$65.3M |
-$4.16M |
+$61.2M |
FTSM, JPST, VTI, JNJ, SPAB
|
13F-HR |
10/22/2020, 10:34 AM |
Q2 2020 |
207 |
$183M |
+$29.7M |
-$6.05M |
+$23.7M |
JPST, VTI, JNJ, SPTM, FTSM
|
13F-HR |
7/22/2020, 03:39 PM |
Q1 2020 |
192 |
$144M |
+$30.3M |
-$5.69M |
+$24.6M |
JPST, VTI, JNJ, SPTM, SPAB
|
13F-HR |
4/22/2020, 09:57 AM |
Q4 2019 |
209 |
$203M |
+$26.5M |
-$1.58M |
+$24.9M |
VTI, JPST, QQEW, BRKA, JNJ
|
13F-HR |
1/27/2020, 07:55 AM |
Q3 2019 |
188 |
$169M |
+$25.8M |
-$9.65M |
+$16.2M |
VTI, JPST, BRKA, JNJ, QQEW
|
13F-HR |
10/17/2019, 04:27 PM |
Q2 2019 |
172 |
$162M |
+$27.1M |
-$9.33M |
+$17.7M |
VTI, JNJ, BRKA, JPST, FV
|
13F-HR |
7/19/2019, 10:56 AM |
Q1 2019 |
167 |
$151M |
+$38.4M |
-$7.37M |
+$31M |
VTI, FV, JNJ, BRKA, JPST
|
13F-HR |
5/2/2019, 06:33 PM |
Q4 2018 |
149 |
$129M |
+$22.4M |
-$4.23M |
+$18.2M |
BRKA, JNJ, FV, CWB, VTI
|
13F-HR |
2/6/2019, 06:16 PM |
Q3 2018 |
160 |
$142M |
+$47M |
-$2.98M |
+$44M |
BRKA, FV, JNJ, CWB, VTI
|
13F-HR |
11/8/2018, 05:45 PM |
Q2 2018 |
141 |
$113M |
+$24.8M |
-$9.05M |
+$15.8M |
JNJ, BRKA, VTI, FTSM, CWB
|
13F-HR |
8/7/2018, 12:33 PM |
Q1 2018 |
147 |
$118M |
+$22M |
-$1.83M |
+$20.2M |
FV, BRKA, JNJ, VTI, SHW
|
Restatement |
5/9/2018, 05:13 PM |
Q4 2017 |
149 |
$107M |
|
|
|
BRKA, FV, VTI, FPE, CWB
|
13F-HR |
2/9/2018, 09:35 AM |