| Q3 2023 |
35 |
$21.9M |
+$1.2M |
-$6.93M |
-$5.72M |
IUSV, BSCO, COWZ, BSCP, PID
|
13F-HR |
10/19/2023, 09:08 AM |
| Q2 2023 |
42 |
$29M |
+$838K |
-$1.07M |
-$235K |
VOO, BSCO, IUSV, BSCP, COWZ
|
13F-HR |
7/7/2023, 09:17 AM |
| Q1 2023 |
39 |
$28.4M |
+$979K |
-$513K |
+$466K |
VOO, BSCO, IUSV, BSCP, BSCN
|
13F-HR |
5/1/2023, 10:33 AM |
| Q4 2022 |
40 |
$27.1M |
+$8.19M |
-$13.7M |
-$5.55M |
VOO, BSCO, IUSV, CDC, COWZ
|
13F-HR |
2/9/2023, 12:23 PM |
| Q3 2022 |
38 |
$31.3M |
+$1.47M |
-$31.2M |
-$29.7M |
VOO, MCO, EFA, BSCN, BSCP
|
13F-HR |
11/4/2022, 09:20 AM |
| Q2 2022 |
60 |
$63.9M |
+$271K |
-$12.7M |
-$12.4M |
VOO, IVV, MCO, EFA, VTV
|
13F-HR |
7/7/2022, 10:47 AM |
| Q1 2022 |
65 |
$87.6M |
$0 |
$0 |
|
VOO, IVV, EFA, MCO, XLG
|
13F-HR |
4/27/2022, 09:18 AM |
| Q3 2020 |
12 |
$3.59M |
+$252K |
-$100K |
+$152K |
MSFT, BRKB, DISCK, LSXMK, AAPL
|
13F-HR |
10/20/2020, 09:32 AM |
| Q2 2020 |
13 |
$3.52M |
+$493K |
-$3.73M |
-$3.24M |
MSFT, LSXMK, DISCK, BRKB, DISH
|
13F-HR |
7/8/2020, 11:59 AM |
| Q1 2020 |
25 |
$6.17M |
$0 |
-$87.9M |
-$87.9M |
MSFT, ING, AGN, DISCK, BRKB
|
13F-HR |
4/17/2020, 09:53 AM |
| Q4 2019 |
90 |
$112M |
+$12M |
-$33.3M |
-$21.4M |
DISCK, LSXMK, BRKB, DISH, DD
|
13F-HR |
1/24/2020, 10:48 AM |
| Q3 2019 |
92 |
$124M |
+$4.05M |
-$9.68M |
-$5.63M |
DISCK, LSXMK, BRKB, DISH, DD
|
13F-HR |
10/16/2019, 09:21 AM |
| Q2 2019 |
94 |
$134M |
+$13.6M |
-$28.2M |
-$14.6M |
DISCK, LSXMK, BRKB, DISH, VSAT
|
13F-HR |
7/8/2019, 10:07 AM |
| Q1 2019 |
98 |
$145M |
+$13.2M |
-$18M |
-$4.84M |
DWDP, DISCK, LSXMK, BRKB, LILAK
|
13F-HR |
4/9/2019, 11:51 AM |
| Q4 2018 |
99 |
$136M |
+$26.1M |
-$19.3M |
+$6.74M |
DWDP, DISCK, LSXMK, VSAT, BRKB
|
13F-HR |
1/24/2019, 12:05 PM |
| Q3 2018 |
115 |
$158M |
$0 |
$0 |
|
DWDP, DISCK, VSAT, LILAK, LSXMK
|
13F-HR |
11/15/2018, 09:50 AM |