Q4 2024 |
109 |
$612M |
+$102M |
-$18.2M |
+$84.3M |
ACWI, SPY, BIL, GLD, IVV
|
13F-HR |
2/14/2025, 09:24 AM |
Q3 2024 |
98 |
$530M |
+$12.3M |
-$7.29M |
+$5M |
ACWI, SPY, GLD, IVV, RSP
|
13F-HR |
11/14/2024, 09:26 AM |
Q2 2024 |
105 |
$492M |
+$22.5M |
-$41.8M |
-$19.3M |
ACWI, SPY, GLD, IVV, DJP
|
13F-HR |
8/14/2024, 10:00 AM |
Q1 2024 |
114 |
$501M |
+$16.4M |
-$27.9M |
-$11.5M |
ACWI, SPY, BCSF, GLD, IVV
|
13F-HR |
5/13/2024, 04:11 PM |
Q4 2023 |
111 |
$481M |
+$53.6M |
-$32M |
+$21.5M |
ACWI, SPY, BCSF, GLD, IVV
|
13F-HR |
2/14/2024, 01:17 PM |
Q3 2023 |
92 |
$428M |
+$12.4M |
-$38.4M |
-$26.1M |
SPY, ACWI, BCSF, GLD, IVV
|
Restatement |
12/1/2023, 04:18 PM |
Q2 2023 |
97 |
$461M |
+$11.2M |
-$12.2M |
-$972K |
ACWI, SPY, BCSF, GLD, IVV
|
Restatement |
12/1/2023, 04:19 PM |
Q1 2023 |
106 |
$436M |
+$2.86M |
-$14.5M |
-$11.6M |
SPY, ACWI, BCSF, GLD, IVV
|
13F-HR |
5/12/2023, 04:03 PM |
Q4 2022 |
104 |
$428M |
+$7.9M |
-$11M |
-$3.13M |
SPY, ACWI, BCSF, GLD, IVV
|
13F-HR |
2/14/2023, 03:21 PM |
Q3 2022 |
98 |
$413M |
+$8.21M |
-$4.51M |
+$3.7M |
SPY, ACWI, BCSF, GLD, DJP
|
13F-HR |
11/14/2022, 03:09 PM |
Q2 2022 |
103 |
$442M |
+$9.74M |
-$16.7M |
-$6.95M |
SPY, ACWI, BCSF, GLD, DJP
|
13F-HR |
8/12/2022, 02:00 PM |
Q1 2022 |
113 |
$537M |
+$38.1M |
-$15.5M |
+$22.7M |
SPY, ACWI, BCSF, GLD, DJP
|
13F-HR |
5/13/2022, 04:07 PM |
Q4 2021 |
107 |
$532M |
+$52.7M |
-$26.3M |
+$26.4M |
ACWI, SPY, BCSF, GLD, IVV
|
13F-HR |
2/14/2022, 01:17 PM |
Q3 2021 |
102 |
$485M |
+$41.9M |
-$8.56M |
+$33.4M |
ACWI, SPY, BCSF, DJP, IVV
|
13F-HR |
11/12/2021, 09:29 AM |
Q2 2021 |
101 |
$459M |
+$33.7M |
-$27.6M |
+$6.07M |
ACWI, BCSF, SPY, IVV, DJP
|
13F-HR |
8/13/2021, 11:49 AM |
Q1 2021 |
109 |
$425M |
+$65M |
-$20.9M |
+$44.1M |
BCSF, ACWI, SPY, NMFC, IVV
|
13F-HR |
5/14/2021, 10:04 AM |
Q4 2020 |
80 |
$350M |
+$11M |
-$15.8M |
-$4.74M |
ACWI, BCSF, SPY, NMFC, IVV
|
13F-HR |
2/12/2021, 03:03 PM |
Q3 2020 |
6 |
$3.79M |
|
|
|
CZR, PWZ, APOXXXX, IQV, EWJ
|
New Holdings |
12/10/2020, 04:05 PM |
Q3 2020 |
94 |
$320M |
+$15M |
-$10.6M |
+$4.41M |
ACWI, BCSF, SPY, NMFC, IVV
|
Restatement |
12/10/2020, 04:04 PM |
Q2 2020 |
7 |
$10.8M |
|
|
|
SH, ACHC, PWZ, APOXXXX, IQV
|
New Holdings |
12/10/2020, 04:03 PM |
Q2 2020 |
94 |
$314M |
+$27M |
-$35.7M |
-$8.74M |
BCSF, ACWI, SPY, NMFC, IVV
|
Restatement |
12/10/2020, 04:02 PM |
Q1 2020 |
2 |
$1.11M |
|
|
|
PWZ, IQV
|
New Holdings |
12/10/2020, 04:01 PM |
Q1 2020 |
86 |
$275M |
+$50.4M |
-$4.45M |
+$45.9M |
ACWI, BCSF, SPY, IVV, NMFC
|
Restatement |
12/10/2020, 03:59 PM |
Q4 2019 |
3 |
$1.73M |
|
|
|
PWZ, IQV, SUB
|
New Holdings |
12/10/2020, 03:58 PM |
Q4 2019 |
92 |
$342M |
+$39.9M |
-$9.4M |
+$30.5M |
BCSF, ACWI, NMFC, SPY, BBDC
|
13F-HR |
2/13/2020, 04:07 PM |
Q3 2019 |
3 |
$1.77M |
|
|
|
PWZ, EWJ, SUB
|
New Holdings |
12/10/2020, 03:56 PM |
Q3 2019 |
91 |
$293M |
+$13.6M |
-$8.75M |
+$4.87M |
BCSF, ACWI, SPY, NMFC, EFA
|
Restatement |
12/10/2020, 03:55 PM |
Q2 2019 |
96 |
$296M |
+$79.5M |
-$16.7M |
+$62.9M |
BCSF, ACWI, SPY, NMFC, EFA
|
13F-HR |
8/12/2019, 03:56 PM |
Q1 2019 |
90 |
$235M |
+$21.4M |
-$12.7M |
+$8.66M |
ACWI, SPY, NMFC, EFA, BCSF
|
13F-HR |
5/14/2019, 03:00 PM |
Q4 2018 |
84 |
$205M |
+$30.9M |
-$7.6M |
+$23.3M |
ACWI, SPY, EFA, EEM, NMFC
|
13F-HR |
2/12/2019, 07:16 AM |
Q3 2018 |
85 |
$208M |
+$29.6M |
-$1.63M |
+$28M |
ACWI, SPY, EFA, EEM, EMB
|
13F-HR |
11/6/2018, 10:46 AM |
Q2 2018 |
79 |
$182M |
+$26.2M |
-$3.99M |
+$22.2M |
ACWI, SPY, EEM, EFA, EMB
|
13F-HR |
7/27/2018, 04:04 PM |
Q1 2018 |
79 |
$176M |
+$44.4M |
-$10.9M |
+$33.5M |
ACWI, SPY, EEM, EFA, EMB
|
13F-HR |
5/11/2018, 04:32 PM |
Q4 2017 |
83 |
$159M |
+$15.7M |
-$7.72M |
+$8M |
ACWI, EEM, SPY, AMJ, IGSB
|
13F-HR |
1/30/2018, 03:47 PM |
Q3 2017 |
87 |
$320M |
+$29.6M |
-$10.7M |
+$19M |
ADI, ADI, ACWI, SPY, SHY
|
13F-HR |
11/14/2017, 04:37 PM |
Q2 2017 |
79 |
$296M |
+$40.4M |
-$14.2M |
+$26.2M |
ADI, ADI, ACWI, IGSB, SHY
|
13F-HR |
8/9/2017, 02:30 PM |
Q1 2017 |
48 |
$278M |
+$24.9M |
-$54.9M |
-$30M |
ADI, ADI, SHY, IGSB, ACWI
|
13F-HR |
5/15/2017, 01:50 PM |
Q4 2016 |
38 |
$283M |
|
|
|
ADI, ADI, IGSB, SHY, AMJ
|
13F-HR |
5/15/2017, 03:04 PM |