Q2 2024 |
78 |
$290M |
+$55M |
-$17.8M |
+$37.3M |
WEST, FDX, QQQ, BIL, BRKA
|
13F-HR |
7/24/2024, 02:46 PM |
Q1 2024 |
62 |
$250M |
+$41.8M |
-$12.6M |
+$29.2M |
WEST, FDX, QQQ, BRKA, AAPL
|
13F-HR |
4/16/2024, 11:23 AM |
Q4 2023 |
51 |
$212M |
+$12.9M |
-$11.9M |
+$965K |
WEST, FDX, QQQ, AAPL, BRKA
|
13F-HR |
1/4/2024, 03:31 PM |
Q3 2023 |
52 |
$196M |
+$56.2M |
-$21.3M |
+$34.9M |
WEST, FDX, BRKA, QQQ, AAPL
|
13F-HR |
11/1/2023, 12:08 PM |
Q2 2023 |
54 |
$161M |
+$5.3M |
-$7.26M |
-$1.96M |
FDX, AAPL, QQQ, BRKA, AGG
|
13F-HR |
7/18/2023, 02:44 PM |
Q1 2023 |
55 |
$155M |
+$5.49M |
-$6.6M |
-$1.11M |
FDX, AAPL, QQQ, BRKA, AGG
|
13F-HR |
4/6/2023, 02:17 PM |
Q4 2022 |
56 |
$151M |
+$32.9M |
-$45.6M |
-$12.7M |
BRKA, FDX, AGG, AAPL, IVV
|
13F-HR |
1/4/2023, 03:16 PM |
Q3 2022 |
62 |
$156M |
+$36.3M |
-$39.4M |
-$3.14M |
AAPL, BND, BRKA, QQQ, FDX
|
13F-HR |
10/11/2022, 10:05 AM |
Q2 2022 |
59 |
$167M |
+$45.1M |
-$65.2M |
-$20M |
FDX, AAPL, AGG, QQQ, BRKA
|
13F-HR |
7/1/2022, 12:56 PM |
Q1 2022 |
68 |
$222M |
+$31.7M |
-$83.3M |
-$51.6M |
QQQ, AAPL, IWM, BRKA, FDX
|
13F-HR |
4/5/2022, 11:33 AM |
Q4 2021 |
83 |
$266M |
+$33.6M |
-$33.8M |
-$141K |
QQQ, FDX, AAPL, IVV, BRKA
|
13F-HR |
1/4/2022, 02:55 PM |
Q3 2021 |
77 |
$252M |
+$20.4M |
-$16.4M |
+$4.02M |
QQQ, FDX, AAPL, BRKA, IVV
|
13F-HR |
10/13/2021, 11:29 AM |
Q2 2021 |
80 |
$254M |
+$16M |
-$23.4M |
-$7.48M |
FDX, QQQ, AAPL, BRKA, IVV
|
13F-HR |
7/6/2021, 05:01 PM |
Q1 2021 |
84 |
$243M |
+$57.4M |
-$43M |
+$14.4M |
FDX, QQQ, AAPL, BRKA, IVV
|
13F-HR |
4/7/2021, 11:17 AM |
Q4 2020 |
70 |
$218M |
+$28.9M |
-$21.8M |
+$7.09M |
BRKA, FDX, AAPL, QQQ, META
|
13F-HR |
1/7/2021, 09:40 AM |
Q3 2020 |
63 |
$196M |
+$59.1M |
-$20.4M |
+$38.7M |
BRKA, FDX, AAPL, META, QQQ
|
13F-HR |
10/1/2020, 11:56 AM |
Q2 2020 |
54 |
$146M |
+$52.7M |
-$3.45M |
+$49.2M |
BRKA, IVV, AGG, FDX, META
|
13F-HR |
7/8/2020, 03:37 PM |
Q1 2020 |
46 |
$83.7M |
+$10.3M |
-$84.9M |
-$74.6M |
BRKA, AGG, FDX, AAPL, QQQ
|
13F-HR |
4/7/2020, 09:05 AM |
Q4 2019 |
78 |
$177M |
+$22M |
-$7.48M |
+$14.5M |
BRKA, AGG, QQQ, AAPL, SPY
|
13F-HR |
1/2/2020, 02:38 PM |
Q3 2019 |
67 |
$152M |
+$10.9M |
-$25.4M |
-$14.6M |
BRKA, AGG, QQQ, SPY, FDX
|
13F-HR |
10/4/2019, 11:26 AM |
Q2 2019 |
65 |
$166M |
+$13M |
-$21.3M |
-$8.27M |
BRKA, SPY, AGG, QQQ, META
|
13F-HR |
7/3/2019, 12:31 PM |
Q1 2019 |
74 |
$169M |
+$30.5M |
-$23.1M |
+$7.41M |
SPY, BRKA, AGG, FDX, QQQ
|
13F-HR |
4/10/2019, 01:31 PM |
Q4 2018 |
66 |
$146M |
+$24.6M |
-$16.9M |
+$7.74M |
BRKA, AGG, SPY, QQQ, FDX
|
13F-HR |
1/4/2019, 03:16 PM |
Q3 2018 |
60 |
$164M |
+$2.95M |
-$3.13M |
-$173K |
BRKA, FDX, QQQ, AGG, META
|
13F-HR |
10/5/2018, 04:28 PM |
Q2 2018 |
60 |
$158M |
+$21.7M |
-$18.2M |
+$3.55M |
META, BRKA, FDX, AGG, QQQ
|
13F-HR |
7/9/2018, 01:18 PM |
Q1 2018 |
52 |
$150M |
+$7.1M |
-$1.22M |
+$5.88M |
BRKA, FDX, META, AGG, QQQ
|
13F-HR |
4/20/2018, 02:50 PM |
Q4 2017 |
47 |
$148M |
$0 |
$0 |
|
FDX, BRKA, META, AGG, SPY
|
13F-HR |
2/12/2018, 11:46 AM |