Q3 2024 |
161 |
$363M |
+$27M |
-$7.92M |
+$19.1M |
SPY, BRKA, VGK, AAPL, IWV
|
13F-HR |
10/16/2024, 11:46 AM |
Q2 2024 |
153 |
$326M |
+$23.6M |
-$12.5M |
+$11.1M |
SPY, BRKA, VGK, AAPL, IWV
|
13F-HR |
7/22/2024, 10:47 AM |
Q1 2024 |
148 |
$319M |
+$95M |
-$4.77M |
+$90.2M |
SPY, BRKA, VGK, IWV, AAPL
|
13F-HR |
5/21/2024, 06:25 PM |
Q4 2023 |
116 |
$210M |
+$6.96M |
-$13.1M |
-$6.18M |
SPY, BRKA, VGK, IWV, BX
|
13F-HR |
2/12/2024, 08:11 AM |
Q3 2023 |
114 |
$198M |
+$4.13M |
-$8.06M |
-$3.92M |
SPY, BRKA, VGK, IWV, BX
|
13F-HR |
11/13/2023, 02:41 PM |
Q2 2023 |
122 |
$209M |
+$7.56M |
-$23.4M |
-$15.9M |
SPY, BRKA, VGK, IWV, AAPL
|
13F-HR |
8/14/2023, 01:27 PM |
Q1 2023 |
125 |
$213M |
+$11.5M |
-$16.8M |
-$5.25M |
SPY, BRKA, VGK, IWV, RPV
|
13F-HR |
5/12/2023, 04:35 PM |
Q4 2022 |
124 |
$208M |
+$6.35M |
-$15.2M |
-$8.87M |
SPY, BRKA, VGK, IWV, RPV
|
13F-HR |
2/9/2023, 09:56 AM |
Q3 2022 |
122 |
$198M |
+$14.1M |
-$13.8M |
+$245K |
SPY, BRKA, IWV, VGK, BXSL
|
13F-HR |
11/8/2022, 06:33 PM |
Q2 2022 |
136 |
$212M |
+$6.67M |
-$6.24M |
+$427K |
SPY, BRKA, IWV, VGK, RPV
|
13F-HR |
8/9/2022, 06:25 PM |
Q1 2022 |
140 |
$257M |
+$14.9M |
-$7.86M |
+$7.06M |
SPY, BRKA, IWV, VGK, RPV
|
13F-HR |
5/5/2022, 10:27 AM |
Q4 2021 |
134 |
$256M |
+$22.3M |
-$4.29M |
+$18M |
SPY, BRKA, IWV, VGK, XLK
|
13F-HR |
2/7/2022, 12:46 PM |
Q3 2021 |
123 |
$223M |
+$14.4M |
-$9.06M |
+$5.32M |
SPY, BRKA, IWV, VGK, ESTA
|
13F-HR |
11/1/2021, 10:02 AM |
Q2 2021 |
121 |
$222M |
+$19.8M |
-$8.88M |
+$10.9M |
SPY, BRKA, IWV, VGK, DIA
|
13F-HR |
7/29/2021, 12:17 PM |
Q1 2021 |
129 |
$195M |
+$19.1M |
-$15M |
+$4.1M |
SPY, BRKA, IWV, VGK, DIA
|
13F-HR |
5/5/2021, 06:07 PM |
Q4 2020 |
110 |
$177M |
+$9.06M |
-$6.78M |
+$2.28M |
SPY, BRKA, VGK, IWV, GLD
|
13F-HR |
1/22/2021, 10:54 AM |
Q3 2020 |
104 |
$157M |
+$22.5M |
-$13.1M |
+$9.36M |
SPY, BRKA, VGK, IWV, GLD
|
13F-HR |
10/30/2020, 10:23 AM |
Q2 2020 |
103 |
$140M |
+$10.5M |
-$27.1M |
-$16.6M |
SPY, BRKA, VGK, IWV, AAPL
|
13F-HR |
7/31/2020, 04:14 PM |
Q1 2020 |
107 |
$133M |
+$12.6M |
-$17.4M |
-$4.8M |
SPY, BRKA, VGK, IWV, AAPL
|
13F-HR |
5/5/2020, 10:23 AM |
Q4 2019 |
119 |
$177M |
+$22M |
-$7.05M |
+$15M |
SPY, BRKA, VGK, RPV, IWV
|
13F-HR |
1/30/2020, 03:20 PM |
Q3 2019 |
102 |
$148M |
+$8.57M |
-$3.04M |
+$5.53M |
SPY, BRKA, VGK, IWV, AAPL
|
13F-HR |
11/5/2019, 09:15 AM |
Q2 2019 |
100 |
$143M |
+$4.81M |
-$21.1M |
-$16.3M |
SPY, BRKA, VGK, IWV, DIA
|
13F-HR |
7/5/2019, 05:28 PM |
Q1 2019 |
106 |
$152M |
+$15.1M |
-$19.3M |
-$4.24M |
SPY, BRKA, VGK, IWV, DIA
|
13F-HR |
4/5/2019, 04:05 PM |
Q4 2018 |
97 |
$141M |
+$5.4M |
-$2.83M |
+$2.56M |
SPY, BRKA, IEV, MDY, DIA
|
13F-HR |
2/1/2019, 12:25 PM |
Q3 2018 |
103 |
$160M |
+$20M |
-$6.04M |
+$14M |
SPY, BRKA, IEV, MDY, DIA
|
13F-HR |
10/23/2018, 11:21 AM |
Q2 2018 |
99 |
$137M |
+$8.17M |
-$11.5M |
-$3.34M |
SPY, BRKA, IEV, DIA, XLF
|
13F-HR |
8/1/2018, 12:03 PM |
Q1 2018 |
108 |
$140M |
+$42.5M |
-$1.75M |
+$40.7M |
SPY, BRKA, IEV, DIA, XLF
|
13F-HR |
5/2/2018, 06:19 PM |
Q4 2017 |
94 |
$101M |
+$6.26M |
-$10.2M |
-$3.92M |
SPY, BRKA, DIA, EWG, VGK
|
13F-HR |
2/1/2018, 03:13 PM |
Q3 2017 |
91 |
$99.5M |
+$4.5M |
-$5.2M |
-$699K |
SPY, BRKA, DIA, EWG, IEV
|
13F-HR |
11/2/2017, 04:46 PM |
Q2 2017 |
89 |
$97.6M |
+$3.72M |
-$1.52M |
+$2.21M |
SPY, BRKA, DIA, EWG, IEV
|
13F-HR |
8/14/2017, 05:09 PM |
Q1 2017 |
86 |
$92.4M |
+$16.3M |
-$4.41M |
+$11.9M |
SPY, BRKA, DIA, EWG, AAPL
|
13F-HR |
5/12/2017, 07:32 PM |
Q4 2016 |
78 |
$74.8M |
$0 |
$0 |
|
SPY, BRKA, DIA, EWG, AAPL
|
13F-HR |
2/9/2017, 04:17 PM |