Q3 2024 |
34 |
$234M |
+$6.41M |
-$2.3M |
+$4.11M |
BRKB, SPY, FNDA, FNDX, FNDF
|
13F-HR |
10/30/2024, 09:39 AM |
Q2 2024 |
35 |
$215M |
+$13.7M |
-$14.3M |
-$608K |
BRKB, SPY, FNDA, FNDX, FNDF
|
13F-HR |
7/19/2024, 09:59 AM |
Q1 2024 |
36 |
$217M |
+$96.5M |
-$72M |
+$24.4M |
BRKB, SPY, FNDA, FNDX, FNDF
|
13F-HR |
4/22/2024, 12:20 PM |
Q4 2023 |
45 |
$183M |
+$4.17M |
-$10.6M |
-$6.39M |
SPY, BRKB, VEA, VB, KNG
|
13F-HR |
2/9/2024, 09:32 AM |
Q3 2023 |
47 |
$177M |
+$12.5M |
-$5.79M |
+$6.71M |
SPY, BRKB, VEA, KNG, VB
|
13F-HR |
10/24/2023, 10:22 AM |
Q2 2023 |
49 |
$176M |
+$16.9M |
-$1.68M |
+$15.2M |
SPY, BRKB, VEA, VB, KNG
|
13F-HR |
7/6/2023, 10:04 AM |
Q1 2023 |
44 |
$156M |
+$6.27M |
-$2.1M |
+$4.17M |
SPY, BRKB, VEA, VB, KNG
|
13F-HR |
4/25/2023, 09:50 AM |
Q4 2022 |
44 |
$146M |
+$3.04M |
-$6.25M |
-$3.21M |
SPY, BRKB, VEA, VB, KNG
|
13F-HR |
1/12/2023, 01:00 PM |
Q3 2022 |
44 |
$137M |
+$9.6M |
-$4.92M |
+$4.68M |
SPY, BRKB, VEA, VB, KNG
|
13F-HR |
10/13/2022, 02:25 PM |
Q2 2022 |
44 |
$143M |
+$46M |
-$41.8M |
+$4.2M |
SPY, BRKB, VEA, VB, KNG
|
13F-HR |
7/11/2022, 03:59 PM |
Q1 2022 |
38 |
$160M |
+$23.4M |
-$14.6M |
+$8.82M |
BRKB, PRF, SPY, GLTR, PXF
|
13F-HR |
4/12/2022, 09:37 AM |
Q4 2021 |
40 |
$150M |
+$10.6M |
-$16.5M |
-$5.9M |
PRF, BRKB, SPY, AAPL, VEA
|
13F-HR |
1/18/2022, 09:27 AM |
Q3 2021 |
40 |
$145M |
+$18M |
-$7.5M |
+$10.5M |
BRKB, SPY, PRF, AAPL, VEA
|
13F-HR |
11/3/2021, 10:11 AM |
Q2 2021 |
39 |
$138M |
+$14.6M |
-$8.71M |
+$5.87M |
BRKB, SPY, PRF, AAPL, GLTR
|
13F-HR |
8/2/2021, 09:07 AM |
Q1 2021 |
39 |
$124M |
+$18.9M |
-$15.8M |
+$3.09M |
BRKB, PRF, AAPL, SPY, GLTR
|
13F-HR |
4/19/2021, 10:35 AM |
Q4 2020 |
38 |
$114M |
$0 |
$0 |
|
BRKB, AAPL, PRF, SPY, GLTR
|
13F-HR |
1/19/2021, 08:03 PM |