| Q1 2024 |
4 |
$504M |
+$128M |
-$55.5M |
+$72.6M |
SPY, VTV, OBDE, XOM |
13F-HR |
4/29/2024, 02:55 PM |
| Q4 2023 |
3 |
$394M |
+$155M |
$0 |
+$155M |
VTV, SPY, XOM |
13F-HR |
1/31/2024, 10:33 AM |
| Q3 2023 |
3 |
$221M |
+$20.1M |
-$19.9M |
+$230K |
VTV, SPY, XOM |
13F-HR |
11/3/2023, 02:07 PM |
| Q2 2023 |
2 |
$227M |
$0 |
-$21M |
-$21M |
VTV, XOM |
13F-HR |
8/2/2023, 04:19 PM |
| Q1 2023 |
2 |
$241M |
|
|
|
VTV, XOM |
13F-HR |
5/12/2023, 02:21 PM |
| Q4 2022 |
2 |
$245M |
|
|
|
VTV, XOM |
13F-HR |
8/10/2023, 10:53 AM |
| Q4 2018 |
32 |
$54.7M |
+$372K |
-$15.5K |
+$357K |
XOPXXXX, PGRE, XOM, XLK, XLV, BRKB |
13F-HR |
1/31/2019, 09:30 AM |
| Q3 2018 |
22 |
$85.8M |
|
|
|
XOPXXXX, PGRE, XOM, BRKB, AMZN, AAPL |
13F-HR |
11/13/2018, 11:25 AM |
| Q2 2018 |
23 |
$85.5M |
+$84.7K |
|
+$84.7K |
XOPXXXX, PGRE, XOM, BRKB, AMZN, USFD |
13F-HR |
8/14/2018, 03:10 PM |
| Q1 2018 |
24 |
$70.8M |
+$87K |
-$16.2K |
+$70.9K |
XOPXXXX, PGRE, XOM, BRKB, USFD, AMZN |
13F-HR |
5/15/2018, 01:58 PM |
| Q4 2017 |
26 |
$110M |
|
|
|
XOPXXXX, EEM, IJH, PGRE, XOM, BRKB |
13F-HR |
2/8/2018, 02:04 PM |
| Q4 2014 |
3 |
$63M |
|
|
|
AAXJ, SPY, EEM |
13F-HR |
1/20/2015, 02:21 PM |
| Q3 2014 |
3 |
$63.1M |
|
|
|
AAXJ, SPY, EEM |
13F-HR |
10/20/2014, 03:12 PM |
| Q2 2014 |
4 |
$140M |
|
|
|
GLD, AAXJ, SPY, EEM |
13F-HR |
9/9/2014, 12:12 PM |
| Q1 2014 |
4 |
$134M |
|
|
|
GLD, AAXJ, SPY, EEM |
13F-HR |
5/15/2014, 11:49 AM |
| Q4 2013 |
4 |
$130M |
|
|
|
GLD, AAXJ, SPY, EEM |
13F-HR |
2/14/2014, 12:41 PM |