Q2 2024 |
676 |
$246M |
+$7.51M |
-$8.37M |
-$862K |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
8/2/2024, 04:59 PM |
Q1 2024 |
663 |
$243M |
+$6.48M |
-$3.45M |
+$3.04M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
4/24/2024, 10:54 AM |
Q4 2023 |
789 |
$241M |
+$6.26M |
-$4.6M |
+$1.66M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
1/23/2024, 03:43 PM |
Q3 2023 |
787 |
$217M |
+$5.48M |
-$1.65M |
+$3.83M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
10/30/2023, 03:50 PM |
Q2 2023 |
789 |
$224M |
+$10.9M |
-$8.63M |
+$2.23M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
8/4/2023, 09:47 AM |
Q1 2023 |
780 |
$207M |
+$6.87M |
-$6.69M |
+$179K |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
4/5/2023, 05:28 PM |
Q4 2022 |
782 |
$195M |
+$6.65M |
-$6.98M |
-$325K |
AAPL, MSFT, SCHB, BRKB, VTEB
|
13F-HR |
2/13/2023, 04:44 PM |
Q3 2022 |
775 |
$186M |
+$15.2M |
-$2.84M |
+$12.4M |
AAPL, MSFT, SCHB, BRKB, VTEB
|
13F-HR |
11/10/2022, 02:58 PM |
Q2 2022 |
765 |
$190M |
+$27.5M |
-$3.88M |
+$23.6M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
8/5/2022, 04:37 PM |
Q1 2022 |
769 |
$217M |
+$19.1M |
-$6.07M |
+$13.1M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
5/16/2022, 03:38 PM |
Q4 2021 |
779 |
$223M |
+$9.17M |
-$4.7M |
+$4.47M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
1/31/2022, 03:57 PM |
Q3 2021 |
664 |
$177M |
+$2.75M |
-$1.33M |
+$1.42M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
11/12/2021, 09:32 AM |
Q2 2021 |
653 |
$177M |
+$5.84M |
-$3.82M |
+$2.02M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
8/3/2021, 10:47 AM |
Q1 2021 |
639 |
$166M |
+$2.57M |
-$1.9M |
+$666K |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
4/27/2021, 06:08 PM |
Q4 2020 |
713 |
$170M |
+$4.8M |
-$3.02M |
+$1.77M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
1/26/2021, 05:30 PM |
Q3 2020 |
683 |
$150M |
+$14.3M |
-$2.01M |
+$12.3M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
11/12/2020, 10:46 AM |
Q2 2020 |
659 |
$136M |
+$4.67M |
-$3.52M |
+$1.15M |
AAPL, MSFT, SCHB, BRKB, VGT
|
13F-HR |
8/5/2020, 03:09 PM |
Q1 2020 |
640 |
$114M |
+$4.68M |
-$2.85M |
+$1.83M |
AAPL, MSFT, SCHB, BRKB, JNJ
|
13F-HR |
5/5/2020, 10:05 AM |
Q4 2019 |
663 |
$141M |
+$34.2M |
-$1.08M |
+$33.2M |
AAPL, SCHB, MSFT, BRKB, JNJ
|
13F-HR |
1/30/2020, 09:15 AM |
Q3 2019 |
111 |
$101M |
+$1.97M |
-$2.27M |
-$305K |
AAPL, BRKB, SCHB, MSFT, JNJ
|
13F-HR |
11/6/2019, 01:58 PM |
Q2 2019 |
108 |
$100M |
+$2.89M |
-$1.6M |
+$1.29M |
AAPL, BRKB, SCHB, MSFT, JNJ
|
13F-HR |
7/30/2019, 03:47 PM |
Q1 2019 |
106 |
$96M |
+$2.19M |
-$2.18M |
+$17.6K |
AAPL, BRKB, SCHB, MSFT, JNJ
|
13F-HR |
4/23/2019, 04:44 PM |
Q4 2018 |
105 |
$87.2M |
+$4.66M |
-$1.66M |
+$3M |
BRKB, SCHB, AAPL, JNJ, MSFT
|
13F-HR |
1/15/2019, 04:43 PM |
Q3 2018 |
122 |
$103M |
+$5.75M |
-$596K |
+$5.16M |
AAPL, BRKB, SCHB, JNJ, MSFT
|
13F-HR |
11/9/2018, 08:02 AM |
Q2 2018 |
114 |
$92.6M |
+$2.23M |
-$867K |
+$1.36M |
BRKB, AAPL, SCHB, JNJ, MSFT
|
13F-HR |
8/1/2018, 04:10 PM |
Q1 2018 |
117 |
$91.1M |
+$4.4M |
-$922K |
+$3.47M |
BRKB, AAPL, JNJ, SCHB, MSFT
|
13F-HR |
4/27/2018, 04:57 PM |
Q4 2017 |
118 |
$90.9M |
|
|
|
BRKB, AAPL, JNJ, SCHB, SDY
|
13F-HR |
2/6/2018, 04:31 PM |