Q3 2024 |
0 |
$0 |
$0 |
-$103M |
-$103M |
|
13F-HR |
10/28/2024, 10:43 AM |
Q2 2024 |
1 |
$103M |
$0 |
-$507M |
-$507M |
SPY
|
13F-HR |
7/29/2024, 04:28 PM |
Q1 2024 |
36 |
$588M |
+$461M |
-$19.7M |
+$441M |
SPY, NVDA, MSFT, BRKB, GOOGL
|
13F-HR |
5/15/2024, 04:32 PM |
Q4 2023 |
3 |
$135M |
+$134M |
$0 |
+$134M |
SPY, QQQ, IWM
|
13F-HR |
2/12/2024, 05:09 PM |
Q3 2023 |
1 |
$831K |
+$831K |
-$93M |
-$92.1M |
IWM
|
13F-HR |
11/13/2023, 04:39 PM |
Q2 2023 |
3 |
$93M |
+$93M |
$0 |
+$93M |
SPY, AAPL, META
|
13F-HR |
8/11/2023, 04:21 PM |
Q1 2023 |
0 |
$0 |
$0 |
-$66.8M |
-$66.8M |
|
13F-HR |
5/15/2023, 01:20 PM |
Q4 2022 |
49 |
$66.8M |
+$64.7M |
-$105M |
-$40.2M |
SPY, AAPL, SPGI, TSLA, LLY
|
13F-HR |
2/10/2023, 04:10 PM |
Q3 2022 |
93 |
$110M |
+$72.3M |
-$83.3M |
-$11M |
AAPL, MSFT, IWM, AMZN, GOOG
|
13F-HR |
10/25/2022, 02:41 PM |
Q2 2022 |
97 |
$126M |
+$120M |
-$11.4M |
+$108M |
SPY, MSFT, QQQ, IWM, AAPL
|
13F-HR |
8/1/2022, 02:21 PM |
Q1 2022 |
41 |
$25M |
+$24.9M |
-$111M |
-$85.8M |
AMZN, HD, LOW, BAC, GOOGL
|
13F-HR |
4/27/2022, 05:05 PM |
Q4 2021 |
6 |
$111M |
+$110M |
-$48.6M |
+$61.4M |
SPY, GILD, BRKB, ACN, PFE
|
13F-HR |
1/31/2022, 03:55 PM |
Q3 2021 |
83 |
$48.8M |
+$45.7M |
-$36.1M |
+$9.58M |
MSFT, AAPL, GOOG, GOOGL, BRKB
|
13F-HR |
11/2/2021, 10:09 AM |
Q2 2021 |
52 |
$39.4M |
+$38.6M |
-$4.07M |
+$34.5M |
SPY, T, JPM, JNJ, BRKB
|
13F-HR |
8/16/2021, 04:07 PM |
Q1 2021 |
54 |
$4.82M |
+$4.52M |
-$2.85M |
+$1.66M |
IWM, AMZN, AAPL, META, QCOM
|
13F-HR |
5/3/2021, 04:14 PM |
Q4 2020 |
32 |
$3.12M |
+$3.12M |
-$3.47M |
-$347K |
QQQ, VZ, XOM, T, MA
|
13F-HR |
1/29/2021, 08:49 AM |
Q3 2020 |
2 |
$3.47M |
+$470K |
-$41.4M |
-$40.9M |
TLT, SPY
|
13F-HR |
10/27/2020, 01:03 PM |
Q2 2020 |
3 |
$41.1M |
+$40.8M |
-$4.27M |
+$36.5M |
SPY, TLT, SLV
|
13F-HR |
7/23/2020, 03:36 PM |
Q1 2020 |
8 |
$4.47M |
+$4.15M |
-$13.6M |
-$9.49M |
IWM, DIA, EWZ, XLU, SLV
|
13F-HR |
4/27/2020, 01:15 PM |
Q4 2019 |
11 |
$14.6M |
+$9.47M |
-$102M |
-$92.4M |
XLK, KRE, DXJ, XLP, XHB
|
13F-HR |
1/28/2020, 03:10 PM |
Q3 2019 |
14 |
$106M |
+$99M |
-$26.9M |
+$72.2M |
SPY, EFA, XLU, SLV, SMH
|
13F-HR |
11/1/2019, 03:53 PM |
Q2 2019 |
18 |
$34M |
+$27.7M |
-$30.8M |
-$3.1M |
DIA, XLV, XOP, XRT, XBI
|
13F-HR |
8/1/2019, 09:16 AM |
Q1 2019 |
20 |
$37.4M |
+$20.9M |
-$117M |
-$96.5M |
TLT, VXX, QQQ, EWY, XRT
|
13F-HR |
4/24/2019, 04:04 PM |
Q4 2018 |
24 |
$131M |
+$118M |
-$17.7M |
+$101M |
SPY, IYR, EWJ, EFA, TLT
|
13F-HR |
2/21/2019, 03:49 PM |
Q3 2018 |
19 |
$31.6M |
+$22M |
-$70.4M |
-$48.4M |
IYR, EEM, USO, XBI, XLV
|
13F-HR |
11/14/2018, 04:35 PM |
Q2 2018 |
20 |
$79.5M |
+$76M |
-$35.1M |
+$40.9M |
DIA, EFA, SPY, USO, EWY
|
13F-HR |
8/1/2018, 03:58 PM |
Q1 2018 |
17 |
$38.5M |
+$27.5M |
-$131M |
-$103M |
IYR, GLD, FXE, XBI, XLU
|
13F-HR |
5/1/2018, 11:54 AM |
Q4 2017 |
22 |
$141M |
$0 |
$0 |
|
DIA, GDXJ, XRT, XLF, XBI
|
13F-HR |
4/18/2018, 11:19 AM |