Q3 2024 |
297 |
$204M |
+$6.43M |
-$5.54M |
+$893K |
SPHQ, BRKA, IJH, SPY, MSFT
|
13F-HR |
10/15/2024, 03:08 PM |
Q2 2024 |
297 |
$190M |
+$5.51M |
-$5.88M |
-$368K |
SPHQ, BRKA, SPY, IJH, MSFT
|
13F-HR |
8/1/2024, 11:39 AM |
Q1 2024 |
296 |
$191M |
+$17.4M |
-$9.26M |
+$8.12M |
BRKA, SPHQ, IJH, SPY, MSFT
|
13F-HR |
4/29/2024, 11:28 AM |
Q4 2023 |
304 |
$176M |
+$10.1M |
-$8.41M |
+$1.72M |
BRKA, SPHQ, IJH, SPY, VYM
|
13F-HR |
2/9/2024, 04:25 PM |
Q3 2023 |
301 |
$160M |
+$4.71M |
-$834K |
+$3.88M |
BRKA, IJH, SPY, VYM, MSFT
|
13F-HR |
10/24/2023, 03:42 PM |
Q2 2023 |
285 |
$167M |
$0 |
$0 |
|
BRKA, IJH, SPY, VYM, MSFT
|
13F-HR |
8/14/2023, 12:29 PM |