Q3 2024 |
7 |
$141M |
+$40.6M |
$0 |
+$40.6M |
VTI, ITOT, VBR, VPL, BRKA
|
13F-HR |
11/5/2024, 02:57 PM |
Q2 2024 |
6 |
$93.8M |
$0 |
-$9.96M |
-$9.96M |
VTI, VBR, VPL, BRKA, CRBN
|
13F-HR |
8/6/2024, 10:48 AM |
Q1 2024 |
6 |
$104M |
$0 |
$0 |
|
VTI, VPL, VBR, BRKA, CRBN
|
13F-HR |
4/25/2024, 12:31 PM |
Q4 2023 |
6 |
$96.4M |
+$4.03M |
$0 |
+$4.03M |
VTI, VPL, VBR, BRKA, CRBN
|
13F-HR |
1/31/2024, 01:10 PM |
Q3 2023 |
6 |
$83.6M |
$0 |
-$11.2M |
-$11.2M |
VTI, VPL, VBR, BRKA, CRBN
|
13F-HR |
10/31/2023, 01:07 PM |
Q2 2023 |
6 |
$97.5M |
$0 |
$0 |
|
VTI, VPL, VBR, BRKA, CRBN
|
13F-HR |
7/28/2023, 09:38 AM |
Q1 2023 |
6 |
$91.7M |
$0 |
$0 |
|
VTI, VPL, VBR, BRKA, CRBN
|
13F-HR |
5/5/2023, 12:33 PM |
Q4 2022 |
6 |
$87.9M |
$0 |
-$22.8M |
-$22.8M |
VTI, VPL, VBR, BRKA, CRBN
|
13F-HR |
2/6/2023, 10:03 AM |
Q3 2022 |
6 |
$101M |
+$9.84M |
-$23.9M |
-$14M |
VTI, VPL, VT, VBR, BRKA
|
13F-HR |
11/2/2022, 02:48 PM |
Q2 2022 |
7 |
$121M |
+$55.6M |
-$3.67M |
+$51.9M |
VTI, VPL, VGK, VT, VBR
|
13F-HR |
8/1/2022, 02:30 PM |
Q1 2022 |
6 |
$83M |
+$26.8M |
$0 |
+$26.8M |
VTI, VT, VPL, BRKA, VBR
|
13F-HR |
5/3/2022, 08:29 AM |
Q4 2021 |
5 |
$56.7M |
+$2.97M |
$0 |
+$2.97M |
VTI, VPL, BRKA, VT, CRBN
|
13F-HR |
1/28/2022, 11:54 AM |
Q3 2021 |
5 |
$51.2M |
$0 |
-$27.1M |
-$27.1M |
VTI, VPL, BRKA, VT, CRBN
|
13F-HR |
11/3/2021, 01:39 PM |
Q2 2021 |
5 |
$79.1M |
+$3.02M |
$0 |
+$3.02M |
VTI, BRKA, VPL, VT, CRBN
|
13F-HR |
8/9/2021, 02:38 PM |
Q1 2021 |
5 |
$71.5M |
$0 |
-$5.4M |
-$5.4M |
VTI, BRKA, VPL, VT, CRBN
|
13F-HR |
5/6/2021, 12:29 PM |
Q4 2020 |
5 |
$72.2M |
+$10.3M |
-$15M |
-$4.65M |
VTI, BRKA, VPL, VT, CRBN
|
13F-HR |
2/5/2021, 02:36 PM |
Q3 2020 |
5 |
$67.9M |
$0 |
-$8.24M |
-$8.24M |
VTI, BRKA, VT, VPL, CRBN
|
13F-HR |
11/4/2020, 10:05 AM |
Q2 2020 |
5 |
$68.9M |
+$10.8M |
-$55.8M |
-$45M |
VTI, BRKA, VPL, VT, CRBN
|
13F-HR |
8/6/2020, 08:17 AM |
Q1 2020 |
7 |
$103M |
+$25.9M |
-$44.1M |
-$18.2M |
BND, VTI, VT, BRKA, VWO
|
13F-HR |
5/6/2020, 09:44 AM |
Q4 2019 |
8 |
$136M |
$0 |
$0 |
|
BKLN, VTI, BND, BRKA, VT
|
13F-HR |
2/13/2020, 07:30 AM |