Q3 2024 |
557 |
$1.32B |
+$150M |
-$48.9M |
+$101M |
SPY, BRKB, QQQ, VTI, SPTM
|
13F-HR |
11/14/2024, 12:07 PM |
Q2 2024 |
514 |
$1.15B |
+$152M |
-$84.5M |
+$67.7M |
SPY, BRKB, QQQ, BND, SPTM
|
13F-HR |
8/9/2024, 09:18 AM |
Q1 2024 |
479 |
$1.08B |
+$105M |
-$76.1M |
+$28.6M |
SPY, BRKB, QQQ, SPYG, VTI
|
13F-HR |
5/10/2024, 04:46 PM |
Q4 2023 |
466 |
$975M |
+$33.2M |
-$24.4M |
+$8.76M |
SPY, BRKB, QQQ, VTI, AAPL
|
13F-HR |
2/14/2024, 10:42 AM |
Q3 2023 |
430 |
$885M |
+$53.3M |
-$34M |
+$19.4M |
SPY, BRKB, QQQ, VTI, USFR
|
13F-HR |
11/13/2023, 05:22 PM |
Q2 2023 |
439 |
$894M |
+$60.6M |
-$52.4M |
+$8.16M |
SPY, BRKB, QQQ, VTI, AAPL
|
13F-HR |
8/8/2023, 04:26 PM |
Q1 2023 |
420 |
$843M |
+$59.8M |
-$47.7M |
+$12M |
SPY, BRKB, QQQ, BND, USFR
|
13F-HR |
5/5/2023, 03:26 PM |
Q4 2022 |
411 |
$800M |
+$41.1M |
-$32.2M |
+$8.92M |
SPY, BRKB, QQQ, VTI, IWM
|
13F-HR |
2/13/2023, 03:51 PM |
Q3 2022 |
400 |
$730M |
+$61.4M |
-$34M |
+$27.4M |
SPY, BRKB, QQQ, VTI, IWM
|
13F-HR |
11/9/2022, 04:54 PM |
Q2 2022 |
407 |
$752M |
+$60.4M |
-$28.7M |
+$31.7M |
SPY, BRKB, QQQ, VTI, SPYV
|
13F-HR |
8/5/2022, 10:51 AM |
Q1 2022 |
415 |
$837M |
+$71M |
-$50.4M |
+$20.6M |
SPY, BRKB, QQQ, VTI, SPYV
|
13F-HR |
5/6/2022, 04:24 PM |
Q4 2021 |
426 |
$839M |
+$45.7M |
-$50.4M |
-$4.68M |
SPY, BRKB, QQQ, VTI, BIL
|
13F-HR |
2/14/2022, 04:25 PM |
Q3 2021 |
1,431 |
$786M |
+$59.3M |
-$24.9M |
+$34.5M |
SPY, BRKB, QQQ, VTI, BIL
|
13F-HR |
11/15/2021, 02:04 PM |
Q2 2021 |
1,375 |
$757M |
+$51M |
-$11.2M |
+$39.9M |
SPY, BRKB, QQQ, VTI, BIL
|
13F-HR |
8/12/2021, 04:53 PM |
Q1 2021 |
1,345 |
$677M |
+$34.3M |
-$27.9M |
+$6.39M |
SPY, BRKB, QQQ, VTI, BIL
|
13F-HR |
5/11/2021, 02:33 PM |
Q4 2020 |
1,290 |
$631M |
+$37.1M |
-$42.2M |
-$5.1M |
SPY, BRKB, QQQ, BIL, VTI
|
13F-HR |
2/8/2021, 11:10 AM |
Q3 2020 |
1,243 |
$570M |
+$41.1M |
-$31.1M |
+$10.1M |
SPY, BRKB, BIL, VTI, QQQ
|
13F-HR |
10/30/2020, 02:08 PM |
Q2 2020 |
1,214 |
$528M |
+$41.2M |
-$38.2M |
+$2.99M |
SPY, BIL, BRKB, VTI, QQQ
|
Restatement |
8/4/2020, 04:48 PM |
Q1 2020 |
1,123 |
$465M |
+$50.1M |
-$29.3M |
+$20.8M |
SPY, BIL, BRKB, VTI, QQQ
|
13F-HR |
4/24/2020, 04:45 PM |
Q4 2019 |
1,059 |
$548M |
+$45.1M |
-$34.1M |
+$11M |
SPY, BIL, BRKB, VTI, VEU
|
13F-HR |
2/3/2020, 02:22 PM |
Q3 2019 |
1,040 |
$503M |
+$63.5M |
-$57.7M |
+$5.83M |
SPY, BIL, BRKB, VTI, BND
|
13F-HR |
11/12/2019, 04:54 PM |
Q2 2019 |
1,031 |
$492M |
+$101M |
-$13.6M |
+$87.8M |
SPY, VOE, BRKB, VTI, SHV
|
13F-HR |
8/7/2019, 11:26 AM |
Q1 2019 |
974 |
$392M |
+$21.7M |
-$33.2M |
-$11.4M |
SPY, VOE, VTI, BRKB, SHV
|
13F-HR |
5/13/2019, 03:02 PM |
Q4 2018 |
952 |
$366M |
+$71.6M |
-$39.5M |
+$32.1M |
SPY, VOE, BRKB, VTI, SHV
|
13F-HR |
2/11/2019, 01:07 PM |
Q3 2018 |
970 |
$374M |
+$41.9M |
-$30.6M |
+$11.3M |
SPY, BIL, VTI, BRKB, SHV
|
13F-HR |
11/14/2018, 12:32 PM |
Q2 2018 |
1,003 |
$346M |
+$41.4M |
-$39.4M |
+$2.03M |
SPY, BIL, VTI, BRKB, VEU
|
13F-HR |
8/14/2018, 09:29 AM |
Q1 2018 |
973 |
$334M |
+$60.5M |
-$17.3M |
+$43.2M |
SPY, BIL, VTI, BRKB, VEU
|
13F-HR |
5/3/2018, 04:12 PM |
Q4 2017 |
913 |
$309M |
+$54.3M |
-$57.3M |
-$3.03M |
SPY, BIL, VTI, VEU, BRKB
|
13F-HR |
2/5/2018, 04:56 PM |
Q3 2017 |
898 |
$295M |
+$36.4M |
-$9.87M |
+$26.6M |
SPY, BIL, VTI, VEU, BRKB
|
13F-HR |
11/2/2017, 02:19 PM |
Q2 2017 |
820 |
$258M |
+$64.3M |
-$4.1M |
+$60.2M |
BIL, SPY, VTI, VEU, BRKB
|
13F-HR |
8/10/2017, 10:11 AM |
Q1 2017 |
688 |
$195M |
+$47.5M |
-$17.3M |
+$30.2M |
BIL, VTI, VEU, NKE, WBA
|
13F-HR |
5/26/2017, 04:03 PM |
Q4 2016 |
604 |
$164M |
+$4.94M |
-$60.7M |
-$55.7M |
BIL, VTI, AGG, GM, WBA
|
13F-HR |
2/8/2017, 09:40 AM |
Q3 2016 |
710 |
$211M |
+$50M |
-$34.1M |
+$15.9M |
BIL, SPY, VTI, AGG, GM
|
13F-HR |
11/14/2016, 05:31 PM |
Q2 2016 |
710 |
$200M |
$0 |
$0 |
|
VOT, SPY, VTI, AGG, NKE
|
13F-HR |
11/14/2016, 05:26 PM |