Q1 2024 |
846 |
$279M |
+$25.6M |
-$16.9M |
+$8.71M |
BRKB, XLG, XOM, SHY, MDYV
|
13F-HR |
4/30/2024, 02:32 PM |
Q4 2023 |
837 |
$247M |
+$10.8M |
-$15.5M |
-$4.7M |
BRKB, XLG, SHY, XOM, MDYV
|
13F-HR |
2/14/2024, 02:24 PM |
Q3 2023 |
777 |
$227M |
+$28.4M |
-$11.2M |
+$17.2M |
BRKB, XLG, XOM, SHY, TLT
|
13F-HR |
11/6/2023, 11:45 AM |
Q2 2023 |
808 |
$238M |
+$14.8M |
-$3.99M |
+$10.8M |
BRKB, XLG, XOM, TLT, SCHD
|
13F-HR |
8/15/2023, 11:36 AM |
Q1 2023 |
679 |
$216M |
+$16.3M |
-$9.88M |
+$6.38M |
BRKB, XLG, XOM, SCHD, TLT
|
13F-HR |
5/12/2023, 12:08 PM |
Q4 2022 |
625 |
$205M |
+$70.9M |
-$4.29M |
+$66.6M |
BRKB, XLG, XOM, TLT, SCHD
|
13F-HR |
2/15/2023, 03:08 PM |
Q3 2022 |
466 |
$125M |
+$1.99M |
-$96.9M |
-$94.9M |
BRKB, XLG, XOM, TLT, MDYV
|
13F-HR |
11/14/2022, 02:25 PM |
Q2 2022 |
671 |
$230M |
+$31.6M |
-$11.1M |
+$20.5M |
BRKB, XLG, SPY, SLYV, MDYV
|
13F-HR |
8/4/2022, 03:06 PM |
Q1 2022 |
667 |
$237M |
+$37.6M |
-$13.2M |
+$24.4M |
BRKB, XLG, MDYV, SLYV, SCHD
|
13F-HR |
5/6/2022, 12:41 PM |
Q4 2021 |
639 |
$215M |
+$21.4M |
-$25.2M |
-$3.8M |
BRKB, XLG, MDYV, SLYV, SCHD
|
13F-HR |
2/9/2022, 03:38 PM |
Q3 2021 |
547 |
$201M |
+$18.6M |
-$6.01M |
+$12.6M |
BRKB, XLG, SLYV, MDYV, CVX
|
13F-HR |
11/15/2021, 08:59 PM |
Q2 2021 |
624 |
$207M |
+$15.6M |
-$43M |
-$27.4M |
BRKB, XLG, SLYV, MDYV, XOM
|
13F-HR |
8/17/2021, 05:02 PM |
Q1 2021 |
694 |
$220M |
+$28.8M |
-$15.9M |
+$12.9M |
BRKB, XLG, SLYV, MDYV, CVX
|
13F-HR |
5/3/2021, 07:44 PM |
Q4 2020 |
605 |
$193M |
+$27.5M |
-$31.1M |
-$3.59M |
BRKB, XLG, SLYV, MDYV, SPY
|
13F-HR |
2/22/2021, 03:54 PM |
Q3 2020 |
617 |
$178M |
+$15.6M |
-$7.31M |
+$8.34M |
BRKB, XLG, QQQ, IVV, MDYV
|
Restatement |
11/15/2021, 06:43 PM |
Q2 2020 |
605 |
$161M |
+$35.2M |
-$16.3M |
+$19M |
BRKB, XLG, MDYV, CVX, SLYV
|
13F-HR |
9/8/2021, 02:46 PM |
Q4 2019 |
608 |
$154M |
$0 |
$0 |
|
BRKB, XLG, SLYV, MDYV, CVX
|
13F-HR |
8/30/2021, 02:12 PM |