Q4 2024 |
1,473 |
$1.89B |
+$1.02B |
-$985M |
+$37.5M |
GOOGL, BRKA, MSFT, ZG, VNQ
|
13F-HR |
2/11/2025, 11:39 AM |
Q3 2024 |
1,296 |
$1.81B |
+$1.28B |
-$892M |
+$386M |
BRKA, GOOGL, MSTR, VNQ, XLC
|
13F-HR |
11/20/2024, 02:14 PM |
Q2 2024 |
1,225 |
$1.43B |
+$912M |
-$795M |
+$117M |
GOOGL, BRKB, MSFT, IBIT, TSLA
|
13F-HR |
8/9/2024, 03:49 PM |
Q1 2024 |
1,304 |
$1.3B |
+$741M |
-$767M |
-$26.4M |
GOOGL, BRKB, CPE, GE, NFLX
|
13F-HR |
5/20/2024, 05:07 PM |
Q4 2023 |
1,494 |
$1.26B |
+$781M |
-$564M |
+$217M |
GOOGL, BRKB, XLK, META, SPXL
|
13F-HR |
2/26/2024, 01:33 PM |
Q3 2023 |
2,186 |
$1B |
+$564M |
-$873M |
-$309M |
BRKB, GOOGL, MSFT, META, NFLX
|
13F-HR |
11/14/2023, 05:47 PM |
Q2 2023 |
1,426 |
$1.31B |
+$954M |
-$128M |
+$826M |
BRKB, SPY, GOOGL, TSLA, AAPL
|
13F-HR |
7/27/2023, 02:47 PM |
Q1 2023 |
1,439 |
$940M |
+$663M |
-$137M |
+$527M |
BRKB, AUY, VNQ, GOOGL, XLY
|
13F-HR |
5/1/2023, 04:51 PM |
Q4 2022 |
1,493 |
$755M |
+$421M |
-$210M |
+$211M |
BRKB, GOOGL, XLY, LHX, COST
|
13F-HR |
2/15/2023, 03:03 PM |
Q3 2022 |
1,619 |
$1.09B |
+$830M |
-$258M |
+$572M |
BRKB, DRE, GOOGL, BHVNXXXX, GLD
|
13F-HR |
11/7/2022, 03:03 PM |
Q2 2022 |
1,489 |
$1.17B |
+$841M |
-$316M |
+$525M |
GLD, CCMP, COHR, GOOGL, SPY
|
13F-HR |
8/9/2022, 04:04 PM |
Q1 2022 |
1,412 |
$1.35B |
+$1.12B |
-$123M |
+$997M |
BRKA, PBCT, GLD, GOOGL, SPY
|
13F-HR |
5/17/2022, 11:05 AM |
Q4 2021 |
1,603 |
$973M |
+$681M |
-$148M |
+$533M |
SPY, GSKY, BRKB, VOO, RBLX
|
13F-HR |
2/17/2022, 10:26 AM |
Q3 2021 |
1,432 |
$1.14B |
+$906M |
-$779M |
+$127M |
GLD, XEC, SPY, UNGXXXX, QQQ
|
13F-HR |
11/12/2021, 08:10 AM |
Q2 2021 |
1,437 |
$1.03B |
+$750M |
-$1.16B |
-$415M |
PRAH, GOOGL, VOO, BRKB, DTE
|
13F-HR |
9/17/2021, 09:06 AM |
Q1 2021 |
1,543 |
$1.41B |
+$1.18B |
-$702M |
+$480M |
GLD, SPY, BRKB, CLF, GOOGL
|
13F-HR |
5/19/2021, 02:52 PM |
Q4 2020 |
1,366 |
$918M |
+$742M |
-$144M |
+$599M |
VOO, BTAQU, FTIVU, DOCU, TECL
|
13F-HR |
2/24/2021, 03:30 PM |
Q3 2020 |
962 |
$577M |
+$406M |
-$128M |
+$278M |
GOOGL, BRKA, SIVR, VOO, FSLY
|
13F-HR |
12/11/2020, 11:29 AM |
Q2 2020 |
1,186 |
$859M |
+$646M |
-$107M |
+$539M |
VOO, MINI, BRKA, USLVF, AMZN
|
13F-HR |
8/7/2020, 05:56 PM |
Q4 2019 |
1,383 |
$976M |
+$579M |
-$451M |
+$128M |
IYR, QQQ, JPIN, BRKA, SPY
|
13F-HR |
2/4/2020, 10:45 AM |
Q3 2019 |
1,366 |
$1.25B |
+$710M |
-$381M |
+$329M |
BRKA, GLD, SPY, GDXJ, QQQ
|
13F-HR |
11/20/2019, 09:00 AM |
Q2 2019 |
1,393 |
$1.68B |
+$927M |
-$463M |
+$464M |
SPY, BRKA, SPY, SPY, LLL
|
13F-HR |
8/13/2019, 11:09 AM |
Q1 2019 |
1,350 |
$1.75B |
+$875M |
-$716M |
+$159M |
SPY, SPY, SPY, GLD, DWDP
|
13F-HR |
4/12/2019, 02:09 PM |
Q4 2018 |
1,483 |
$1.83B |
+$1.25B |
-$343M |
+$903M |
SPY, SPY, QQQ, SPY, VOO
|
13F-HR |
1/16/2019, 07:50 AM |
Q3 2018 |
1,445 |
$1.6B |
+$1.05B |
-$273M |
+$773M |
SPY, BRKA, IVV, SPY, SPY
|
Restatement |
11/13/2018, 01:42 PM |
Q2 2018 |
1,913 |
$1.64B |
+$1.11B |
-$699M |
+$411M |
BRKB, SPY, TEP, SPY, SPY
|
Restatement |
7/30/2018, 04:22 PM |
Q1 2018 |
1,860 |
$1.82B |
+$1.23B |
-$489M |
+$737M |
SPY, XBI, SOXX, VOO, AMJ
|
13F-HR |
5/14/2018, 11:01 AM |
Q4 2017 |
2,267 |
$1.81B |
+$1.02B |
-$575M |
+$443M |
BRKA, GLD, SPY, MLPI, SLV
|
13F-HR |
2/9/2018, 01:10 PM |
Q3 2017 |
2,439 |
$1.98B |
+$1.58B |
-$195M |
+$1.38B |
GDX, GDXJ, GLD, BRKA, SVXY
|
Restatement |
11/17/2017, 05:35 PM |
Q2 2017 |
370 |
$680M |
+$408M |
-$219M |
+$189M |
GLD, GDXJ, VOO, BRKA, GDX
|
13F-HR |
7/12/2017, 01:50 PM |
Q1 2017 |
380 |
$928M |
+$578M |
-$141M |
+$437M |
SPY, IWM, MDY, VOO, TVIXXXXX
|
13F-HR |
4/27/2017, 04:04 PM |
Q4 2016 |
433 |
$916M |
+$731M |
-$160M |
+$571M |
SPY, QQQXXXX, XBI, XOPXXXX, GDXJ
|
13F-HR |
2/3/2017, 12:32 PM |
Q3 2016 |
347 |
$555M |
+$334M |
-$246M |
+$88.3M |
BRKA, GLD, IYR, GDXJ, SSO
|
13F-HR |
11/21/2016, 07:01 PM |
Q2 2016 |
380 |
$681M |
+$486M |
-$117M |
+$369M |
BRKA, MDY, SSO, FXEXXXX, MLPI
|
13F-HR |
8/16/2016, 04:39 PM |
Q1 2016 |
386 |
$692M |
+$492M |
-$186M |
+$306M |
GLD, IYR, IJH, BRKA, GDXJXXXX
|
13F-HR |
5/13/2016, 07:46 AM |
Q4 2015 |
356 |
$673M |
+$467M |
-$118M |
+$349M |
USOXXXX, BRKA, IVV, UVXYXXXX, DTO
|
13F-HR |
3/1/2016, 04:13 PM |
Q3 2015 |
306 |
$694M |
+$357M |
-$170M |
+$187M |
QQQXXXX, SVXY, SDSXXXX, USOXXXX, TVIXXXXX
|
13F-HR |
10/7/2015, 04:07 PM |
Q2 2015 |
292 |
$1.03B |
+$660M |
-$233M |
+$428M |
FXEXXXX, QQQXXXX, IWM, DIA, SMHXXXX
|
13F-HR |
7/29/2015, 02:07 PM |
Q1 2015 |
277 |
$889M |
+$605M |
-$189M |
+$416M |
SPY, IJH, FXEXXXX, IWM, XLV
|
13F-HR |
6/1/2015, 01:52 PM |
Q4 2014 |
293 |
$749M |
+$495M |
-$163M |
+$332M |
SPY, USOXXXX, FXEXXXX, IWB, BRKA
|
13F-HR |
1/15/2015, 09:04 AM |
Q3 2014 |
281 |
$885M |
+$627M |
-$84.6M |
+$542M |
IWM, QQQXXXX, EEM, BRKA, IJH
|
13F-HR |
10/9/2014, 12:43 PM |
Q2 2014 |
290 |
$721M |
+$501M |
-$204M |
+$297M |
BRKA, IAUXXXX, VXXXXXX, IJH, EEM
|
13F-HR |
7/15/2014, 01:45 PM |
Q1 2014 |
379 |
$708M |
+$430M |
-$401M |
+$29M |
BRKA, SPY, MDY, GDXXXXX, QQQXXXX
|
13F-HR |
5/22/2014, 03:21 PM |
Q4 2013 |
243 |
$963M |
|
|
|
IWM, IWF, MDY, TLT, BRKA
|
13F-HR |
2/14/2014, 12:33 PM |