Q3 2024 |
180 |
$418M |
+$14.3M |
-$8.52M |
+$5.73M |
VGSH, BRKB, AAPL, GOOG, IAU
|
13F-HR |
10/7/2024, 08:05 AM |
Q2 2024 |
168 |
$387M |
+$13.8M |
-$6.04M |
+$7.78M |
VGSH, BRKB, AAPL, GOOG, IAU
|
13F-HR |
7/12/2024, 12:40 PM |
Q1 2024 |
165 |
$371M |
+$21.2M |
-$4.47M |
+$16.7M |
VGSH, BRKB, AAPL, GOOG, IAU
|
13F-HR |
4/15/2024, 11:39 AM |
Q4 2023 |
153 |
$331M |
+$12.6M |
-$7.23M |
+$5.33M |
VGSH, BRKB, AAPL, GOOG, IAU
|
13F-HR |
1/11/2024, 08:22 PM |
Q3 2023 |
146 |
$303M |
+$7.15M |
-$7.34M |
-$191K |
VGSH, BRKB, AAPL, GOOG, VTIP
|
13F-HR |
10/11/2023, 05:25 PM |
Q2 2023 |
144 |
$308M |
+$8.94M |
-$5.23M |
+$3.71M |
VGSH, BRKB, AAPL, GOOG, VTIP
|
13F-HR |
7/13/2023, 01:39 PM |
Q1 2023 |
141 |
$287M |
+$25.9M |
-$5.8M |
+$20.1M |
VGSH, BRKB, AAPL, VTIP, GOOG
|
13F-HR |
4/10/2023, 02:51 PM |
Q4 2022 |
138 |
$257M |
+$12M |
-$23.8M |
-$11.8M |
VGSH, BRKB, AAPL, SOR, IAU
|
13F-HR |
1/17/2023, 08:24 PM |
Q3 2022 |
130 |
$253M |
+$21.3M |
-$3.4M |
+$17.9M |
VGSH, BRKB, AAPL, SOR, VTIP
|
13F-HR |
10/21/2022, 04:46 PM |
Q2 2022 |
132 |
$260M |
+$17.6M |
-$5.21M |
+$12.4M |
VGSH, BRKB, AAPL, SOR, GOOG
|
13F-HR |
8/9/2022, 04:49 PM |
Q1 2022 |
138 |
$291M |
+$259M |
-$85.3M |
+$173M |
VGSH, BRKB, AAPL, SOR, GOOG
|
13F-HR |
5/5/2022, 02:03 PM |
Q4 2021 |
85 |
$119M |
$0 |
$0 |
|
FVD, CSL, SPY, IWF, JPM
|
13F-HR |
2/11/2022, 09:25 AM |