Q3 2024 |
23 |
$708M |
+$415K |
-$894K |
-$479K |
FICO, WFC, VTI, CAT, VUG
|
13F-HR |
11/4/2024, 04:35 PM |
Q2 2024 |
21 |
$545M |
+$589K |
-$2.78M |
-$2.2M |
FICO, WFC, VTI, CAT, CVX
|
13F-HR |
8/5/2024, 05:23 PM |
Q1 2024 |
22 |
$461M |
+$927K |
-$201K |
+$725K |
FICO, WFC, VTI, CAT, CVX
|
13F-HR |
4/24/2024, 09:37 AM |
Q4 2023 |
18 |
$429M |
+$448K |
-$276K |
+$173K |
FICO, WFC, VTI, CVX, CAT
|
13F-HR |
2/5/2024, 05:33 PM |
Q3 2023 |
16 |
$321M |
+$475K |
-$1.69K |
+$474K |
FICO, WFC, VTI, CVX, CAT
|
13F-HR |
11/6/2023, 05:45 PM |
Q2 2023 |
16 |
$299M |
+$216K |
-$3.44M |
-$3.22M |
FICO, WFC, VTI, CVX, CAT
|
13F-HR |
8/18/2023, 04:50 PM |
Q1 2023 |
15 |
$263M |
+$370K |
-$228K |
+$142K |
FICO, WFC, VTI, CVX, CAT
|
13F-HR |
5/11/2023, 09:14 PM |
Q4 2022 |
15 |
$5.35M |
$0 |
$0 |
|
WFC, VTI, CVX, SCHB, VUG
|
13F-HR |
2/7/2023, 08:23 PM |
Q3 2022 |
15 |
$157M |
+$239K |
-$4.39M |
-$4.15M |
FICO, WFC, VTI, CVX, SCHB
|
13F-HR |
11/3/2022, 06:24 PM |
Q2 2022 |
19 |
$158M |
+$30M |
-$580K |
+$29.4M |
FICO, WFC, VTI, CVX, CAT
|
13F-HR |
7/28/2022, 05:56 PM |
Q1 2022 |
13 |
$149M |
+$25.9K |
-$37M |
-$36.9M |
FICO, WFC, VTI, CVX, TSLA
|
13F-HR |
5/5/2022, 07:16 PM |
Q4 2021 |
25 |
$174M |
+$534K |
-$257K |
+$276K |
FICO, WFC, VTI, NVDA, SCHB
|
13F-HR |
2/8/2022, 05:40 PM |
Q3 2021 |
23 |
$159M |
+$730K |
-$993K |
-$263K |
FICO, WFC, VTI, SCHB, NVDA
|
13F-HR |
11/12/2021, 10:37 AM |
Q2 2021 |
24 |
$200M |
+$5.96M |
-$618K |
+$5.34M |
FICO, WFC, VTI, CAT, SCHB
|
13F-HR |
8/10/2021, 04:53 PM |
Q1 2021 |
12 |
$189M |
+$255K |
-$5.07M |
-$4.81M |
FICO, CAT, CVX, DVY, CLX
|
13F-HR |
5/7/2021, 06:55 PM |
Q4 2020 |
22 |
$202M |
+$1.01M |
-$816K |
+$196K |
FICO, WFC, VTI, CVX, CAT
|
13F-HR |
2/5/2021, 05:28 PM |
Q3 2020 |
18 |
$168M |
+$1.01M |
-$1.43M |
-$421K |
FICO, WFC, VTI, CVX, CAT
|
13F-HR |
10/23/2020, 05:12 PM |
Q2 2020 |
16 |
$166M |
+$440K |
-$190K |
+$250K |
FICO, WFC, CVX, VTI, CLX
|
13F-HR |
8/11/2020, 04:30 PM |
Q1 2020 |
14 |
$122M |
+$446K |
-$2.57M |
-$2.12M |
FICO, WFC, CVX, VTI, CAT
|
13F-HR |
10/23/2020, 05:11 PM |
Q4 2019 |
19 |
$153M |
$0 |
$0 |
|
FICO, WFC, CVX, VXUS, CAT
|
13F-HR |
10/23/2020, 05:11 PM |