|
Q4 2023
|
694 |
5,941,102 |
AAPL, MSFT, QQQ, GOOGL
|
13F-HR
|
2/13/2024 |
000105074324000003 |
|
Q3 2023
|
689 |
5,403,365 |
AAPL, MSFT, QQQ, GOOGL
|
13F-HR
|
11/14/2023 |
000105074323000012 |
|
Q2 2023
|
701 |
5,611,480 |
AAPL, MSFT, QQQ, GOOGL
|
13F-HR
|
8/14/2023 |
000105074323000009 |
|
Q1 2023
|
700 |
5,257,064 |
AAPL, MSFT, XOM, GOOGL
|
13F-HR
|
5/15/2023 |
000105074323000006 |
|
Q4 2022
|
675 |
5,077,509 |
AAPL, MSFT, XOM, JPM
|
13F-HR
|
2/14/2023 |
000105074323000003 |
|
Q3 2022
|
684 |
4,903,963 |
AAPL, ALLEGHANY CORP MD, MSFT, JNJ
|
13F-HR
|
11/14/2022 |
000105074322000011 |
|
Q2 2022
|
653 |
4,374,966 |
AAPL, ALLEGHANY CORP MD, MSFT, GOOGL
|
13F-HR
|
8/12/2022 |
000105074322000009 |
|
Q1 2022
|
693 |
5,104,782 |
AAPL, ALLEGHANY CORP MD, MSFT, QQQ
|
13F-HR
|
5/16/2022 |
000105074322000006 |
|
Q4 2021
|
684 |
5,295,127 |
AAPL, MSFT, QQQ, ALLEGHANY CORP MD
|
13F-HR
|
2/14/2022 |
000105074322000003 |
|
Q3 2021
|
675 |
4,837,367 |
AAPL, MSFT, QQQ, ALLEGHANY CORP MD
|
13F-HR
|
11/15/2021 |
000105074321000012 |
|
Q2 2021
|
637 |
4,171,872 |
AAPL, QQQ, MSFT, VOO
|
13F-HR
|
8/16/2021 |
000105074321000009 |
|
Q1 2021
|
600 |
3,874,071 |
AAPL, QQQ, MSFT, VOO
|
13F-HR
|
5/14/2021 |
000105074321000006 |
|
Q4 2020
|
433 |
3,343,880 |
AAPL, QQQ, VOO, ALLEGHANY CORP DEL
|
13F-HR
|
2/16/2021 |
000105074321000004 |
|
Q3 2020
|
383 |
2,752,786 |
AAPL, QQQ, VOO, MSFT
|
13F-HR
|
11/16/2020 |
000105074320000010 |
|
Q2 2020
|
377 |
2,526,022 |
AAPL, QQQ, VOO, MSFT
|
13F-HR
|
8/14/2020 |
000105074320000007 |
|
Q1 2020
|
367 |
2,119,232 |
AAPL, QQQ, VOO, MSFT
|
13F-HR
|
5/15/2020 |
000105074320000005 |
|
Q4 2019
|
357 |
2,488,088 |
AAPL, QQQ, VOO, JPM
|
13F-HR
|
2/14/2020 |
000105074320000003 |
|
Q3 2019
|
351 |
2,326,914 |
QQQ, AAPL, VOO, JPM
|
13F-HR
|
11/13/2019 |
000105074319000011 |
|
Q2 2019
|
355 |
2,306,470 |
QQQ, AAPL, VOO, XOM
|
13F-HR
|
8/15/2019 |
000105074319000009 |
|
Q1 2019
|
343 |
2,212,311 |
QQQ, AAPL, XOM, VOO
|
13F-HR
|
5/15/2019 |
000105074319000007 |
|
Q4 2018
|
329 |
1,955,898 |
QQQ, VOO, AAPL, JNJ
|
13F-HR
|
2/14/2019 |
000105074319000003 |
|
Q3 2018
|
346 |
2,048,671 |
QQQ, VOO, AAPL, XOM
|
13F-HR
|
11/14/2018 |
000105074318000005 |
|
Q2 2018
|
337 |
1,917,284 |
QQQ, XOM, VOO, JPM
|
13F-HR
|
8/9/2018 |
000095012318007741 |
|
Q1 2018
|
338 |
1,848,736 |
QQQ, JPM, VOO, XOM
|
13F-HR
|
5/10/2018 |
000095012318004571 |
|
Q4 2017
|
332 |
1,862,926 |
QQQ, XOM, JPM, VOO
|
13F-HR
|
2/14/2018 |
000095012318002467 |
|
Q3 2017
|
329 |
1,742,910 |
XOM, QQQ, JPM, VOO
|
13F-HR
|
11/14/2017 |
000095012317010598 |
|
Q2 2017
|
329 |
1,673,168 |
XOM, QQQ, JPM, JNJ
|
13F-HR
|
8/14/2017 |
000095012317008048 |
|
Q1 2017
|
329 |
1,624,589 |
XOM, QQQ, JPM, GE
|
13F-HR
|
5/10/2017 |
000095012317004175 |
|
Q4 2016
|
321 |
1,542,308 |
XOM, GE, JPM, QQQ
|
13F-HR
|
2/14/2017 |
000095012317002015 |
|
Q3 2016
|
323 |
1,495,733 |
XOM, GE, QQQ, JNJ
|
13F-HR
|
11/14/2016 |
000095012316022138 |
|
Q2 2016
|
313 |
1,449,007 |
XOM, GE, QQQ, JNJ
|
13F-HR
|
8/15/2016 |
000095012316020183 |
|
Q1 2016
|
314 |
1,424,737 |
XOM, GE, QQQ, JNJ
|
13F-HR
|
5/10/2016 |
000095012316016457 |
|
Q4 2015
|
335 |
1,424,961 |
XOM, GE, QQQ, PEP
|
13F-HR
|
2/12/2016 |
000095012316014394 |
|
Q3 2015
|
319 |
1,335,534 |
XOM, GE, QQQ, PEP
|
13F-HR
|
11/12/2015 |
000095012315011310 |
|
Q2 2015
|
321 |
1,427,819 |
XOM, GE, JNJ, QQQ
|
13F-HR
|
8/13/2015 |
000095012315008799 |
|
Q1 2015
|
330 |
1,446,461 |
XOM, GE, JNJ, CVX
|
13F-HR
|
5/13/2015 |
000095012315005707 |
|
Q4 2014
|
307 |
1,419,441 |
XOM, JNJ, GE, CVX
|
13F-HR
|
2/12/2015 |
000095012315001598 |
|
Q3 2014
|
296 |
1,336,920 |
XOM, JNJ, GE, CVX
|
RESTATEMENT
|
11/13/2014 |
000095012314011628 |
|
Q2 2014
|
293 |
1,331,017 |
XOM, GE, CVX, JNJ
|
13F-HR
|
8/14/2014 |
000095012314008785 |
|
Q1 2014
|
290 |
1,267,324 |
XOM, GE, JNJ, CVX
|
13F-HR
|
5/6/2014 |
000095012314004993 |
|
Q4 2013
|
281 |
1,242,531 |
XOM, GE, CVX, JNJ
|
13F-HR
|
2/13/2014 |
000095012314001942 |