| Q4 2021 |
80 |
$220M |
+$54.9M |
-$56.3M |
-$1.41M |
VTI, SPDW, VEA, DXJ, EWZ
|
13F-HR |
2/3/2022, 01:40 PM |
| Q3 2021 |
99 |
$222M |
+$48.8M |
-$81.5M |
-$32.6M |
MSFT, SPDW, DXJ, EWZ, BRKA
|
13F-HR |
11/3/2021, 05:16 PM |
| Q2 2021 |
143 |
$266M |
+$46.9M |
-$53.3M |
-$6.35M |
MSFT, EWZ, DXJ, VALE, BRKA
|
13F-HR |
8/5/2021, 02:36 PM |
| Q1 2021 |
145 |
$258M |
+$58.5M |
-$78.6M |
-$20.1M |
MSFT, IWN, DXJ, EWZ, VALE
|
13F-HR |
5/13/2021, 02:28 PM |
| Q4 2020 |
149 |
$250M |
+$53.8M |
-$58.2M |
-$4.36M |
MSFT, IWN, BAC, VALE, DXJ
|
13F-HR |
2/11/2021, 08:58 AM |
| Q3 2020 |
134 |
$215M |
+$77.2M |
-$41M |
+$36.2M |
MSFT, BAC, VNM, VALE, BGXXXX
|
13F-HR |
11/4/2020, 04:45 PM |
| Q2 2020 |
116 |
$163M |
+$40.7M |
-$63.1M |
-$22.4M |
MSFT, VNM, BGXXXX, FCX, BRKA
|
13F-HR |
8/14/2020, 11:42 AM |
| Q1 2020 |
116 |
$153M |
+$65.5M |
-$41.7M |
+$23.8M |
MSFT, VYMI, ERIC, BGXXXX, TAN
|
13F-HR |
5/12/2020, 12:20 PM |
| Q4 2019 |
94 |
$166M |
+$32.5M |
-$38.9M |
-$6.34M |
MSFT, VYM, BRKA, EEM, VYMI
|
13F-HR |
1/31/2020, 03:41 PM |
| Q3 2019 |
97 |
$146M |
$0 |
$0 |
|
MSFT, VYM, BRKA, EEM, EWZ
|
13F-HR |
11/12/2019, 10:27 AM |
| Q2 2019 |
97 |
$144M |
+$40M |
-$56M |
-$16M |
MSFT, VYM, BRKA, EEM, BGNE
|
13F-HR |
8/14/2019, 01:25 PM |
| Q1 2019 |
86 |
$160M |
+$39.2M |
-$42.4M |
-$3.22M |
VYM, MSFT, BRKA, VYMI, MAR
|
13F-HR |
5/14/2019, 03:48 PM |
| Q4 2018 |
93 |
$155M |
$0 |
$0 |
|
VYM, MSFT, BRKA, GLW, VOO
|
13F-HR |
2/8/2019, 03:08 PM |