Q3 2024 |
93 |
$73.8M |
+$22.7M |
-$38.5M |
-$15.7M |
BRKB, TJX, TMUS, WMT, MSFT
|
13F-HR |
11/14/2024, 10:40 AM |
Q2 2024 |
111 |
$85.3M |
+$22.5M |
-$25.9M |
-$3.4M |
TJX, BRKB, WMT, TMUS, HYG
|
13F-HR |
8/6/2024, 11:02 AM |
Q1 2024 |
147 |
$91.2M |
+$71.6M |
-$32M |
+$39.5M |
TJX, STLA, COR, WMT, VST
|
13F-HR |
5/14/2024, 02:13 PM |
Q4 2023 |
53 |
$49.3M |
+$17.2M |
-$38.9M |
-$21.7M |
VSS, IWN, ASO, RYI, ARC
|
13F-HR |
2/9/2024, 12:12 PM |
Q3 2023 |
51 |
$65.4M |
+$36.9M |
-$31.9M |
+$5M |
SPY, DIHP, DUHP, IEFA, ARC
|
13F-HR |
11/13/2023, 09:50 AM |
Q2 2023 |
46 |
$63.8M |
+$27.4M |
-$13M |
+$14.4M |
VOO, VEA, RYI, DXJ, ARC
|
13F-HR |
8/9/2023, 10:09 AM |
Q1 2023 |
38 |
$49.7M |
+$21.5M |
-$73.3M |
-$51.8M |
RYI, ARC, DSKE, HCA, QCOM
|
13F-HR |
5/12/2023, 11:02 AM |
Q4 2022 |
29 |
$99.2M |
+$62.8M |
-$36.3M |
+$26.5M |
SPY, IEF, PGR, KR, CL
|
13F-HR |
2/13/2023, 11:05 AM |
Q3 2022 |
25 |
$68.8M |
+$22.7M |
-$56.6M |
-$33.9M |
IGIB, VGSH, MCS, PGR, CL
|
13F-HR |
11/14/2022, 10:41 AM |
Q2 2022 |
28 |
$106M |
+$65.5M |
-$70.5M |
-$5.01M |
IEF, IEI, VGSH, MCS, CL
|
13F-HR |
8/15/2022, 02:11 PM |
Q1 2022 |
34 |
$117M |
+$57M |
-$82.7M |
-$25.7M |
SCHR, SPYV, DSKE, ASO, KR
|
13F-HR |
5/13/2022, 03:24 PM |
Q4 2021 |
42 |
$148M |
+$62M |
-$60.9M |
+$1.05M |
IEF, SPY, VMBS, MCS, DSKE
|
13F-HR |
2/9/2022, 12:35 PM |
Q3 2021 |
45 |
$138M |
+$95.4M |
-$11.8M |
+$83.6M |
CPER, SPY, USO, FALN, IEF
|
13F-HR |
11/12/2021, 09:05 AM |
Q2 2021 |
22 |
$51M |
+$8.97M |
-$279M |
-$270M |
DXC, MCS, PDS, ACI, ARC
|
13F-HR |
8/10/2021, 12:29 PM |
Q1 2021 |
37 |
$314M |
+$27.8M |
-$23.9M |
+$3.91M |
BLDR, AEO, WRK, PRIM, MCS
|
13F-HR |
5/14/2021, 10:49 AM |
Q4 2020 |
39 |
$256M |
$0 |
$0 |
|
BLDR, WRK, PRIM, AEO, PRG
|
13F-HR |
2/16/2021, 02:38 PM |