| Q1 2024 |
88 |
$202M |
+$99M |
-$52M |
+$47M |
VUG, ACWI, XLK, EMB, HYG, GOOGL |
13F-HR |
4/29/2024, 01:40 PM |
| Q4 2023 |
76 |
$147M |
+$76.7M |
-$65.1M |
+$11.5M |
TLT, XLK, BTI, XLV, GOOGL, XLP |
13F-HR |
2/13/2024, 04:34 PM |
| Q3 2023 |
74 |
$128M |
+$41.2M |
-$35.5M |
+$5.65M |
VGT, ATVI, XLV, HZNP, XLP, AMZN |
13F-HR |
11/6/2023, 01:57 PM |
| Q2 2023 |
68 |
$127M |
+$36.9M |
-$45M |
-$8.19M |
TLT, VGT, XLV, XLP, AMZN, GOOGL |
13F-HR |
7/25/2023, 05:40 PM |
| Q1 2023 |
65 |
$127M |
+$48.9M |
-$16.1M |
+$32.8M |
VGT, SGOV, XLV, XLP, AMZN, GOOGL |
13F-HR |
5/3/2023, 04:49 PM |
| Q4 2022 |
54 |
$132M |
+$105M |
-$3.71M |
+$101M |
ACWI, XLV, VGT, TDW, XLP, BTI |
13F-HR |
2/9/2023, 04:09 PM |
| Q3 2022 |
58 |
$78.4M |
+$29.7M |
-$4.22M |
+$25.5M |
DHT, TDW, BTI, FROXXXX, EURN, ZEN |
13F-HR |
11/1/2022, 03:41 PM |
| Q2 2022 |
89 |
$88.3M |
+$33.9M |
-$25.9M |
+$8M |
DHT, PSTH, STNG, COHR, SJR, FROXXXX |
13F-HR |
7/28/2022, 03:50 PM |
| Q1 2022 |
102 |
$178M |
+$146M |
-$10.3M |
+$136M |
FROXXXX, GOOGL, VTI, XLV, STNG, COHR |
13F-HR |
5/10/2022, 03:18 PM |
| Q4 2021 |
48 |
$127M |
+$60.6M |
-$9.13M |
+$51.4M |
GMF, VTI, BRKA, GOOG, SJR, SPWH |
RESTATEMENT |
3/25/2022, 12:53 PM |
| Q3 2021 |
55 |
$93.3M |
+$71.7M |
-$2.15M |
+$69.5M |
GOOGL, SPWH, SJR, LMRK, NUAN, INFO |
13F-HR |
11/5/2021, 12:28 PM |
| Q2 2021 |
63 |
$144M |
+$52.8M |
-$10.7M |
+$42.1M |
GMF, VTI, BRKA, XLNX, GOOG, EWT |
13F-HR |
8/10/2021, 01:02 PM |
| Q1 2021 |
58 |
$144M |
+$82.6M |
-$6.69M |
+$75.9M |
GMF, VTI, GOOG, BRKA, EWT, BRKB |
RESTATEMENT |
6/7/2021, 01:40 PM |
| Q4 2020 |
46 |
$130M |
|
|
|
GOOG, GMF, BRKB, VTI, DISCK, JNJ |
13F-HR |
2/12/2021, 09:53 AM |