Q3 2024 |
295 |
$242M |
+$9.75M |
-$1.7M |
+$8.05M |
BRKB, VOO, MOAT, SGOV, VUG
|
13F-HR |
10/11/2024, 01:50 PM |
Q2 2024 |
224 |
$217M |
+$9.31M |
-$4.06M |
+$5.25M |
BRKB, VOO, SGOV, MOAT, VUG
|
13F-HR |
7/17/2024, 06:45 PM |
Q1 2024 |
234 |
$212M |
+$9.22M |
-$5.39M |
+$3.83M |
BRKB, VOO, SGOV, MOAT, VUG
|
13F-HR |
4/17/2024, 02:18 PM |
Q4 2023 |
197 |
$196M |
+$13.3M |
-$12.3M |
+$1.05M |
BRKB, SGOV, VOO, MOAT, EES
|
13F-HR |
1/31/2024, 07:23 PM |
Q3 2023 |
194 |
$178M |
+$27.2M |
-$2.92M |
+$24.3M |
BRKB, SGOV, VOO, MOAT, EES
|
13F-HR |
10/20/2023, 06:40 PM |
Q2 2023 |
167 |
$157M |
+$9.14M |
-$11.2M |
-$2.04M |
BRKB, VOO, SGOV, MOAT, EES
|
13F-HR |
7/20/2023, 04:21 PM |
Q1 2023 |
163 |
$152M |
+$10.1M |
-$10.2M |
-$126K |
BRKB, EES, VOO, SGOV, MOAT
|
13F-HR |
4/21/2023, 05:19 PM |
Q4 2022 |
196 |
$148M |
+$22.4M |
-$8.85M |
+$13.6M |
BRKB, EES, VOO, MOAT, VUG
|
13F-HR |
2/1/2023, 06:26 PM |
Q3 2022 |
182 |
$123M |
+$14.9M |
-$2.6M |
+$12.3M |
BRKB, EES, MOAT, VOO, SCHC
|
13F-HR |
10/18/2022, 06:11 PM |
Q2 2022 |
152 |
$119M |
+$7.01M |
-$2.22M |
+$4.79M |
BRKB, EES, SCHC, MOAT, BAM
|
13F-HR |
7/14/2022, 05:35 PM |
Q1 2022 |
145 |
$137M |
+$7.95M |
-$4.42M |
+$3.52M |
BRKB, EES, SCHC, MOAT, BAM
|
13F-HR |
4/28/2022, 06:28 PM |
Q4 2021 |
145 |
$136M |
$0 |
$0 |
|
BRKB, EES, SCHC, MOAT, BAM
|
13F-HR |
2/2/2022, 04:46 PM |