Q2 2024 |
18 |
$303M |
+$5.52M |
-$30M |
-$24.5M |
QQQ, GOOGL, BRKB, AR, RRC
|
13F-HR |
8/13/2024, 05:46 PM |
Q1 2024 |
19 |
$313M |
+$653K |
-$4.81M |
-$4.15M |
QQQ, IWV, GOOGL, BRKB, RRC
|
13F-HR |
5/13/2024, 02:41 PM |
Q4 2023 |
22 |
$292M |
+$20.1M |
-$19.3M |
+$767K |
QQQ, IWV, GOOGL, BRKB, RRC
|
13F-HR |
2/14/2024, 09:13 AM |
Q3 2023 |
23 |
$277M |
+$6.25M |
-$14M |
-$7.76M |
QQQ, RRC, IWV, GOOGL, BRKB
|
13F-HR |
11/14/2023, 01:04 PM |
Q2 2023 |
21 |
$285M |
+$18.8M |
-$41.6M |
-$22.9M |
QQQ, IWV, RRC, BRKB, GOOGL
|
13F-HR |
8/14/2023, 12:42 PM |
Q1 2023 |
22 |
$286M |
+$18.8M |
-$8.24M |
+$10.6M |
QQQ, IWV, RRC, BRKB, CP
|
13F-HR |
5/15/2023, 01:07 PM |
Q4 2022 |
22 |
$258M |
+$708K |
-$46.4M |
-$45.7M |
IWV, QQQ, RRC, AR, BRKB
|
13F-HR |
2/15/2023, 08:03 PM |
Q3 2022 |
24 |
$296M |
+$16.4M |
$0 |
+$16.4M |
IWV, QQQ, TRQ, RRC, AR
|
13F-HR |
11/14/2022, 10:58 AM |
Q2 2022 |
24 |
$297M |
+$15.3M |
-$44.2M |
-$28.8M |
IWV, QQQ, TRQ, RRC, AR
|
13F-HR |
8/12/2022, 12:31 PM |
Q1 2022 |
26 |
$392M |
+$75.5M |
$0 |
+$75.5M |
QQQ, IWV, TRQ, RRC, AR
|
13F-HR |
5/16/2022, 04:59 PM |
Q4 2021 |
16 |
$280M |
$0 |
$0 |
|
QQQ, IWV, TRQ, RRC, BRKB
|
New Holdings |
5/16/2022, 04:56 PM |
Q4 2021 |
16 |
$280M |
$0 |
$0 |
|
QQQ, IWV, TRQ, RRC, BRKB
|
13F-HR |
2/10/2022, 05:00 PM |
Q4 2020 |
11 |
$87.4M |
+$50.4M |
-$31.5M |
+$18.9M |
TRQ, GOOGL, MSFT, AMZN, META
|
13F-HR |
2/11/2021, 09:11 AM |
Q3 2020 |
9 |
$63.5M |
+$12.5M |
-$28.3M |
-$15.9M |
EWJ, TRQ, RRC, AMZN, META
|
13F-HR |
11/12/2020, 09:45 AM |
Q2 2020 |
13 |
$74.1M |
+$14.4M |
-$46.4M |
-$32M |
EWJ, AAPL, TRQ, AMZN, RRC
|
13F-HR |
8/18/2020, 03:57 PM |
Q1 2020 |
9 |
$86.1M |
+$28.6M |
-$206K |
+$28.4M |
SPY, EWJ, AAPL, AMZN, IWD
|
13F-HR |
5/13/2020, 01:03 PM |
Q4 2019 |
10 |
$69.9M |
+$6.53M |
-$60.2M |
-$53.6M |
EWJ, SPY, AAPL, IWD, AMZN
|
13F-HR |
2/3/2020, 04:36 PM |
Q3 2019 |
8 |
$112M |
$0 |
$0 |
|
SPY, EWJ, AAPL, AMZN, GOOG
|
13F-HR |
11/12/2019, 07:15 AM |
Q4 2018 |
3 |
$54.5M |
+$34.7M |
$0 |
+$34.7M |
SPY, XLF, APPN
|
13F-HR |
2/1/2019, 03:34 PM |
Q3 2018 |
1 |
$23M |
$0 |
$0 |
|
XLF
|
13F-HR |
11/8/2018, 07:24 PM |
Q2 2018 |
1 |
$22.1M |
+$5.08M |
$0 |
+$5.08M |
XLF
|
13F-HR |
8/9/2018, 11:51 AM |
Q1 2018 |
1 |
$17.7M |
$0 |
-$24.5M |
-$24.5M |
XLF
|
13F-HR |
5/14/2018, 02:14 PM |
Q4 2017 |
3 |
$42.6M |
$0 |
$0 |
|
XLF, SPY, APPN
|
13F-HR |
2/13/2018, 09:06 AM |