Q4 2024 |
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13F-NT |
2/12/2025, 01:26 PM |
Q3 2024 |
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13F-NT |
11/12/2024, 10:45 AM |
Q2 2024 |
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13F-NT |
8/14/2024, 12:39 PM |
Q1 2024 |
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13F-NT |
5/13/2024, 05:12 PM |
Q4 2023 |
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13F-NT |
2/9/2024, 01:42 PM |
Q3 2023 |
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13F-NT |
11/13/2023, 12:45 PM |
Q2 2023 |
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13F-NT |
8/11/2023, 12:35 PM |
Q1 2023 |
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13F-NT |
5/12/2023, 12:33 PM |
Q4 2022 |
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13F-NT |
2/10/2023, 11:35 AM |
Q3 2022 |
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13F-NT |
11/14/2022, 11:51 AM |
Q2 2022 |
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13F-NT |
8/11/2022, 05:48 PM |
Q1 2022 |
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13F-NT |
5/13/2022, 02:19 PM |
Q4 2021 |
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13F-NT |
2/11/2022, 03:21 PM |
Q3 2021 |
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13F-NT |
11/12/2021, 11:46 AM |
Q2 2021 |
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13F-NT |
8/13/2021, 11:16 AM |
Q1 2021 |
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13F-NT |
5/14/2021, 02:13 PM |
Q4 2020 |
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13F-NT |
2/10/2021, 02:18 PM |
Q3 2020 |
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13F-NT |
11/12/2020, 03:01 PM |
Q2 2020 |
132 |
$609M |
+$40.2M |
-$46.7M |
-$6.5M |
TMO, SPY, IAUXXXX, NDSN, AAPL
|
13F-HR |
8/11/2020, 03:37 PM |
Q1 2020 |
141 |
$536M |
+$34.7M |
-$13.2M |
+$21.5M |
IAUXXXX, SPY, TMO, NDSN, PGR
|
13F-HR |
5/6/2020, 09:56 PM |
Q4 2019 |
141 |
$623M |
+$143M |
-$36.6M |
+$106M |
SPY, TMO, IAUXXXX, NDSN, AAPL
|
13F-HR |
2/10/2020, 02:10 PM |
Q3 2019 |
132 |
$486M |
+$42.3M |
-$7.43M |
+$34.8M |
SPY, IAUXXXX, TMO, DVY, BRKA
|
13F-HR |
11/8/2019, 08:01 PM |
Q2 2019 |
127 |
$443M |
+$152M |
-$48.3M |
+$104M |
SPY, IAUXXXX, TMO, BRKA, IVV
|
13F-HR |
8/8/2019, 06:48 PM |
Q1 2019 |
78 |
$327M |
+$106M |
-$17M |
+$89.1M |
SPY, SPG, IAUXXXX, DVY, BRKA
|
13F-HR |
5/7/2019, 02:58 PM |
Q4 2018 |
581 |
$318M |
+$41.3M |
-$24M |
+$17.4M |
SPY, IAUXXXX, TMO, BRKA, DVY
|
13F-HR |
2/7/2019, 03:20 PM |
Q3 2018 |
104 |
$347M |
+$7.65M |
-$5.65M |
+$2M |
SPY, IAUXXXX, TMO, DVY, BRKA
|
13F-HR |
11/2/2018, 03:28 PM |
Q2 2018 |
101 |
$336M |
+$11.2M |
-$3.31M |
+$7.87M |
SPY, IAUXXXX, TMO, DVY, BTI
|
13F-HR |
8/13/2018, 02:05 PM |
Q1 2018 |
101 |
$399M |
+$16.1M |
-$2.43M |
+$13.7M |
SPY, SPG, IAUXXXX, TMO, BTI
|
13F-HR |
5/8/2018, 02:09 PM |
Q4 2017 |
98 |
$402M |
+$11.1M |
-$10.5M |
+$522K |
SPG, SPY, IAUXXXX, BTI, TMO
|
13F-HR |
2/9/2018, 04:48 PM |
Q3 2017 |
109 |
$388M |
+$41.8M |
-$66.2M |
-$24.4M |
SPG, SPY, IAUXXXX, TMO, BTI
|
13F-HR |
11/13/2017, 03:56 PM |
Q2 2017 |
93 |
$376M |
+$108M |
-$12M |
+$95.6M |
SPY, SPG, IAUXXXX, RAI, DVY
|
13F-HR |
8/14/2017, 04:13 PM |
Q1 2017 |
92 |
$298M |
+$9.38M |
-$8.01M |
+$1.37M |
SPY, SPG, RAI, DVY, TMO
|
13F-HR |
5/3/2017, 04:43 PM |
Q4 2016 |
98 |
$292M |
+$174M |
-$1.44M |
+$172M |
SPG, SPY, DVY, RAI, TMO
|
13F-HR |
1/23/2017, 12:10 PM |
Q3 2016 |
53 |
$117M |
+$2.04M |
-$79.8M |
-$77.8M |
SPY, RAI, GEXXXX, BRKA, DVY
|
13F-HR |
10/21/2016, 02:34 PM |
Q2 2016 |
81 |
$306M |
+$12.4M |
-$12M |
+$370K |
SPG, SPY, DVY, RAI, TMO
|
13F-HR |
7/22/2016, 02:36 PM |
Q1 2016 |
82 |
$305M |
+$2.97M |
-$2.8M |
+$173K |
SPG, SPY, DVY, RAI, BRKA
|
13F-HR |
4/21/2016, 05:34 PM |
Q4 2015 |
85 |
$302M |
+$17.8M |
-$13.4M |
+$4.4M |
SPG, SPY, DVY, RAI, BRKA
|
13F-HR |
1/12/2016, 01:12 PM |
Q3 2015 |
87 |
$296M |
+$21.8M |
-$19.9M |
+$1.89M |
SPG, SPY, DVY, RAI, IWV
|
13F-HR |
10/30/2015, 04:59 PM |
Q2 2015 |
99 |
$315M |
+$6.6M |
-$12.6M |
-$5.98M |
SPG, SPY, DVY, EFA, IWV
|
13F-HR |
7/27/2015, 03:20 PM |
Q1 2015 |
107 |
$337M |
+$9.7M |
-$11.6M |
-$1.93M |
SPG, SPY, DVY, EFA, BRKA
|
13F-HR |
4/21/2015, 11:15 AM |
Q4 2014 |
130 |
$352M |
+$8.39M |
-$12.1M |
-$3.76M |
SPG, SPY, DVY, EFA, BRKA
|
13F-HR |
1/13/2015, 11:49 AM |
Q3 2014 |
125 |
$340M |
+$29M |
-$10.9M |
+$18.1M |
SPG, SPY, DVY, EFA, BRKA
|
13F-HR |
10/23/2014, 11:19 AM |
Q2 2014 |
121 |
$334M |
+$11.8M |
-$30.3M |
-$18.4M |
SPG, SPY, DVY, EFA, IWV
|
13F-HR |
7/14/2014, 11:45 AM |
Q1 2014 |
145 |
$355M |
+$22.9M |
-$16.9M |
+$5.99M |
SPG, SPY, DVY, EFA, VWO
|
13F-HR |
4/11/2014, 02:17 PM |
Q4 2013 |
128 |
$355M |
|
|
|
SPG, SPY, DVY, VWO, EFA
|
13F-HR |
1/14/2014, 08:41 AM |