Q4 2024 |
241 |
$714M |
+$101M |
-$31.2M |
+$70.2M |
GLDM, VTI, SCHP, VXUS, BRKB
|
13F-HR |
2/14/2025, 10:23 AM |
Q3 2024 |
137 |
$699M |
+$29.4M |
-$30.1M |
-$690K |
GLDM, VTI, SCHP, BRKB, VXUS
|
13F-HR |
11/14/2024, 09:36 AM |
Q2 2024 |
131 |
$657M |
+$102M |
-$68.2M |
+$33.8M |
GLDM, SCHP, VTI, BRKB, STIP
|
13F-HR |
8/13/2024, 04:51 PM |
Q1 2024 |
122 |
$625M |
+$28.2M |
-$9.56M |
+$18.6M |
GLDM, SCHO, VTI, STIP, VPL
|
13F-HR |
5/15/2024, 10:35 AM |
Q4 2023 |
122 |
$589M |
+$38.3M |
-$15M |
+$23.3M |
GLDM, SCHO, VTI, SCHR, STIP
|
13F-HR |
2/14/2024, 12:40 PM |
Q3 2023 |
115 |
$528M |
+$17.2M |
-$9.5M |
+$7.68M |
SCHO, GLDM, VTI, SCHR, STIP
|
13F-HR |
11/6/2023, 12:30 PM |
Q2 2023 |
131 |
$535M |
+$84.4M |
-$82.5M |
+$1.87M |
SCHO, GLDM, VTI, SCHR, VWO
|
13F-HR |
8/14/2023, 01:16 PM |
Q1 2023 |
126 |
$523M |
+$31.8M |
-$21.3M |
+$10.5M |
GLDM, SCHP, VTI, SCHR, VWO
|
13F-HR |
5/15/2023, 10:15 AM |
Q4 2022 |
124 |
$507M |
+$153M |
-$124M |
+$29.2M |
GLDM, SCHP, VTI, VWO, SCHR
|
13F-HR |
2/14/2023, 01:46 PM |
Q3 2022 |
126 |
$439M |
+$89.4M |
-$12.9M |
+$76.5M |
GLDM, VWO, IEMG, IAUM, BHP
|
13F-HR |
11/15/2022, 08:38 AM |
Q2 2022 |
126 |
$463M |
+$28.6M |
-$10.6M |
+$18M |
VWO, IEMG, IAUXXXX, AAAU, WMB
|
13F-HR |
8/15/2022, 10:13 AM |
Q1 2022 |
133 |
$527M |
+$36.3M |
-$24M |
+$12.2M |
IEMG, VWO, IAUXXXX, AAAU, BHP
|
13F-HR |
5/16/2022, 10:24 AM |
Q4 2021 |
135 |
$531M |
+$47.2M |
-$17.4M |
+$29.9M |
IEMG, VWO, IAUXXXX, AAAU, PKX
|
13F-HR |
2/15/2022, 09:40 AM |
Q3 2021 |
129 |
$477M |
+$101M |
-$89.4M |
+$11.7M |
IEMG, VWO, IAUXXXX, PKX, AAAU
|
13F-HR |
11/15/2021, 10:05 AM |
Q2 2021 |
130 |
$489M |
+$62.6M |
-$53.8M |
+$8.76M |
IEMG, VWO, IAU, PKX, BRKB
|
13F-HR |
8/16/2021, 10:50 AM |
Q1 2021 |
121 |
$454M |
+$11.6M |
-$6.86M |
+$4.7M |
VWO, IEMG, IAUXXXX, PKX, SCCO
|
13F-HR |
5/14/2021, 02:14 PM |
Q4 2020 |
122 |
$436M |
+$72M |
-$109M |
-$37.2M |
VWO, IAUXXXX, IEMG, SCCO, PKX
|
13F-HR |
2/16/2021, 08:45 AM |
Q3 2020 |
90 |
$358M |
+$101M |
-$88.8M |
+$11.8M |
IAUXXXX, VWO, IEMG, BRKB, RIO
|
13F-HR |
11/16/2020, 08:55 AM |
Q2 2020 |
107 |
$378M |
+$76.6M |
-$22.9M |
+$53.7M |
VWO, IAUXXXX, BRKB, INTC, NEM
|
13F-HR |
8/13/2020, 10:24 AM |
Q1 2020 |
107 |
$309M |
+$49.7M |
-$26.7M |
+$23M |
VWO, IAUXXXX, BRKB, INTC, AAPL
|
13F-HR |
5/13/2020, 04:26 PM |
Q4 2019 |
85 |
$398M |
+$67.6M |
-$40.9M |
+$26.7M |
VWO, BRKB, DIS, JPM, INTC
|
13F-HR |
2/12/2020, 09:59 AM |
Q3 2019 |
82 |
$349M |
+$41.1M |
-$3.75M |
+$37.3M |
BRKB, INTC, JPM, GOOG, META
|
13F-HR |
11/12/2019, 09:42 AM |
Q2 2019 |
61 |
$317M |
+$10.3M |
-$5.09M |
+$5.18M |
BRKB, AAPL, META, RIO, DIS
|
13F-HR |
8/5/2019, 12:56 PM |
Q1 2019 |
63 |
$305M |
|
|
|
BRKB, INTC, AAPL, RIO, BHP
|
13F-HR |
5/7/2019, 11:01 AM |
Q4 2018 |
47 |
$219M |
|
|
|
BRKB, INTC, WFC, DIS, JPM
|
13F-HR |
2/11/2019, 09:51 AM |
Q3 2018 |
68 |
$319M |
+$6.2M |
-$4.26M |
+$1.94M |
BRKB, AAPL, INTC, COP, WFC
|
13F-HR |
10/15/2018, 10:24 AM |
Q2 2018 |
64 |
$304M |
+$16M |
-$13.7M |
+$2.25M |
BRKB, INTC, WFC, AAPL, COP
|
13F-HR |
8/8/2018, 11:02 AM |
Q1 2018 |
63 |
$301M |
+$22.3M |
-$10.9M |
+$11.4M |
BRKB, INTC, JPM, WFC, SCCO
|
13F-HR |
6/21/2018, 11:27 AM |
Q4 2017 |
69 |
$301M |
|
|
|
BRKB, WFC, INTC, JPM, AAPL
|
13F-HR |
6/21/2018, 11:22 AM |