| Q1 2024 |
86 |
$294M |
+$11.7M |
-$4.54M |
+$7.19M |
VOO, VGK, BRKB, GOOGL, SRLN, IVV |
13F-HR |
4/29/2024, 11:02 AM |
| Q4 2023 |
84 |
$279M |
+$3.28M |
-$21.8M |
-$18.5M |
VOO, VGK, AAPL, GOOGL, SRLN, BRKB |
13F-HR |
2/5/2024, 10:30 AM |
| Q3 2023 |
86 |
$276M |
+$14.1M |
-$10.2M |
+$3.85M |
VOO, AAPL, GOOGL, BRKB, VGK, IVV |
13F-HR |
10/27/2023, 09:32 AM |
| Q2 2023 |
84 |
$283M |
+$13.4M |
-$5.48M |
+$7.94M |
VOO, AAPL, VGK, BRKB, IVV, GOOGL |
13F-HR |
8/3/2023, 08:33 AM |
| Q1 2023 |
79 |
$262M |
+$14M |
-$2.9M |
+$11.1M |
VOO, AAPL, VGK, BRKB, SRLN, BIP |
13F-HR |
5/4/2023, 03:03 PM |
| Q4 2022 |
77 |
$245M |
+$29.5M |
-$14.5M |
+$15M |
VOO, BRKB, FLRN, SRLN, AAPL, VGK |
13F-HR |
2/7/2023, 09:25 AM |
| Q3 2022 |
73 |
$217M |
+$16.8M |
-$3.61M |
+$13.2M |
FLRN, BIP, AAPL, SRLN, VGK, GOOGL |
13F-HR |
10/31/2022, 03:26 PM |
| Q2 2022 |
76 |
$228M |
+$25.9M |
-$4.47M |
+$21.4M |
BIP, FLRN, AAPL, VGK, GOOGL, VWO |
13F-HR |
8/1/2022, 08:25 AM |
| Q1 2022 |
80 |
$249M |
+$15.8M |
-$3.91M |
+$11.9M |
AAPL, GOOGL, VGK, BRKB, BIP, FLRN |
13F-HR |
5/13/2022, 08:55 AM |
| Q4 2021 |
81 |
$247M |
+$9.15M |
-$7.14M |
+$2.01M |
GOOGL, AAPL, VGK, VWO, BIP, FLRN |
13F-HR |
2/7/2022, 08:18 AM |
| Q3 2021 |
80 |
$230M |
+$13.7M |
-$4.43M |
+$9.23M |
GOOGL, EBND, FLRN, VWO, AAPL, VGK |
13F-HR |
11/12/2021, 08:46 AM |
| Q2 2021 |
74 |
$222M |
+$13M |
-$9.7M |
+$3.35M |
FLRN, EBND, VWO, GOOGL, VGK, AAPL |
13F-HR |
8/4/2021, 09:47 AM |
| Q1 2021 |
98 |
$252M |
+$60.8M |
-$3.62M |
+$57.2M |
FLRN, EBND, VWO, VGK, GOOGL, AAPL |
13F-HR |
5/13/2021, 08:15 AM |
| Q4 2020 |
92 |
$189M |
+$77.5M |
-$1.43M |
+$76M |
FLRN, VWO, AAPL, VGK, GOOGL, BRKB |
13F-HR |
2/16/2021, 07:12 AM |
| Q3 2020 |
34 |
$102M |
+$5.8M |
-$3.71M |
+$2.09M |
FLRN, VWO, VGK, BIP, AAPL, BRKB |
13F-HR |
10/26/2020, 01:27 PM |
| Q2 2020 |
35 |
$98.7M |
+$390K |
-$9.15M |
-$8.76M |
FLRN, VGK, VWO, BIP, VOO, AAPL |
13F-HR |
8/4/2020, 01:09 PM |
| Q1 2020 |
34 |
$93.3M |
+$4.69M |
-$2.28M |
+$2.41M |
FLRN, VGK, VWO, BIP, BRKB, VOO |
13F-HR |
4/28/2020, 11:24 AM |
| Q4 2019 |
38 |
$120M |
+$1.2M |
-$2.81M |
-$1.61M |
FLRN, VGK, VWO, BIP, BRKB, VOO |
13F-HR |
2/5/2020, 08:23 AM |
| Q3 2019 |
39 |
$115M |
+$1.6M |
-$1.18M |
+$425K |
FLRN, VGK, VWO, BIP, BRKB, SJNK |
13F-HR |
10/28/2019, 12:34 PM |
| Q2 2019 |
39 |
$113M |
+$1.5M |
-$919K |
+$578K |
FLRN, VGK, VWO, BIP, BRKB, SJNK |
13F-HR |
7/30/2019, 09:32 AM |
| Q1 2019 |
40 |
$112M |
+$5.33M |
-$2.24M |
+$3.09M |
FLRN, VGK, VWO, SJNK, BIP, BRKB |
13F-HR |
4/23/2019, 11:28 AM |
| Q4 2018 |
39 |
$101M |
+$1.25M |
-$2.71M |
-$1.46M |
FLRN, VGK, VWO, SJNK, BRKB, BIP |
13F-HR |
2/5/2019, 08:07 AM |
| Q3 2018 |
41 |
$115M |
+$1.63M |
-$289K |
+$1.34M |
FLRN, VGK, SJNK, VWO, BRKB, BIP |
13F-HR |
10/17/2018, 10:34 AM |
| Q2 2018 |
39 |
$111M |
+$3.5M |
-$1.58M |
+$1.93M |
FLRN, VGK, SJNK, VWO, WY, BIP |
13F-HR |
7/23/2018, 10:51 AM |
| Q1 2018 |
39 |
$109M |
+$11.2M |
-$983K |
+$10.2M |
FLRN, VGK, SJNK, VWO, BIP, BRKB |
13F-HR |
5/7/2018, 12:59 PM |
| Q4 2017 |
41 |
$105M |
|
|
|
VGK, SJNK, VWO, FLRN, BIP, WY |
13F-HR |
1/30/2018, 09:04 AM |