| Q2 2024 |
60 |
$77.2M |
+$13.1M |
-$4.79M |
+$8.35M |
BUFR, UCON, EFA, VTI, BUFG
|
13F-HR |
8/9/2024, 03:57 PM |
| Q1 2024 |
61 |
$89.5M |
+$6.47M |
-$13.9M |
-$7.48M |
BUFR, EFA, VTI, BUFG, XOM
|
13F-HR |
4/24/2024, 05:24 PM |
| Q4 2023 |
60 |
$91.9M |
+$9.33M |
-$12.4M |
-$3.12M |
BUFR, UCON, EFA, VTI, BUFG
|
13F-HR |
2/5/2024, 12:44 PM |
| Q3 2023 |
65 |
$87.4M |
+$5.91M |
-$5.26M |
+$649K |
UCON, EFA, BUFR, VTI, XOM
|
13F-HR |
11/1/2023, 09:04 AM |
| Q2 2023 |
62 |
$89.3M |
+$4.02M |
-$10.5M |
-$6.46M |
UCON, EFA, BUFR, VTI, SPY
|
13F-HR |
8/1/2023, 05:08 PM |
| Q1 2023 |
69 |
$89.6M |
+$1.81M |
-$2.16M |
-$345K |
UCON, EFA, VTI, BUFR, SPY
|
13F-HR |
5/2/2023, 01:19 PM |
| Q4 2022 |
67 |
$83.8M |
+$10.1M |
-$3.55M |
+$6.57M |
UCON, EFA, VTI, BUFR, JNJ
|
13F-HR |
1/24/2023, 04:19 PM |
| Q3 2022 |
60 |
$72.5M |
+$7.04M |
-$1.89M |
+$5.15M |
UCON, EFA, VTI, BUFR, JNJ
|
13F-HR |
10/24/2022, 11:05 AM |
| Q2 2022 |
61 |
$73.3M |
+$5.48M |
-$6.29M |
-$815K |
UCON, EFA, VTI, BUFG, JNJ
|
13F-HR |
7/18/2022, 02:08 PM |
| Q1 2022 |
63 |
$85.8M |
+$9.24M |
-$7.48M |
+$1.76M |
UCON, EFA, VTI, BUFG, SPY
|
13F-HR |
4/28/2022, 09:47 AM |
| Q4 2021 |
71 |
$89.6M |
$0 |
$0 |
|
UCON, EFA, VTI, SPY, BUFG
|
13F-HR |
2/9/2022, 05:00 PM |