Q1 2022 |
9 |
$22.2M |
+$104K |
-$729K |
-$625K |
AMZN, AAPL, GOOGL, BRKB, BRKA
|
13F-HR |
4/25/2022, 05:47 PM |
Q4 2021 |
86 |
$473M |
+$451M |
-$95.6K |
+$451M |
VEA, SPY, IJR, VO, VWO
|
13F-HR |
1/13/2022, 06:18 PM |
Q3 2021 |
2 |
$9.24M |
$0 |
$0 |
|
AMZN, GOOGL
|
13F-HR |
10/7/2021, 06:17 PM |
Q2 2021 |
10 |
$21M |
+$251K |
-$725K |
-$473K |
AMZN, AAPL, GOOGL, BRKB, BRKA
|
13F-HR |
7/29/2021, 09:49 PM |
Q1 2021 |
10 |
$19.3M |
+$1.92M |
-$343M |
-$341M |
AMZN, AAPL, GOOGL, BRKB, BRKA
|
13F-HR |
5/7/2021, 06:58 PM |
Q4 2020 |
67 |
$360M |
+$51.1M |
-$4.6M |
+$46.5M |
VEA, IJR, SPY, VO, VWO
|
13F-HR |
2/8/2021, 07:54 PM |
Q3 2020 |
61 |
$302M |
+$16.2M |
-$5.92M |
+$10.2M |
VEA, SPY, IJR, VO, VWO
|
13F-HR |
11/9/2020, 11:16 AM |
Q2 2020 |
61 |
$277M |
+$55M |
-$24.2M |
+$30.7M |
VEA, IJR, SPY, VO, VWO
|
13F-HR |
8/11/2020, 05:48 PM |
Q1 2020 |
54 |
$221M |
+$3.31M |
-$6.8M |
-$3.49M |
SPY, VEA, IJR, QQQ, VWO
|
13F-HR |
4/9/2020, 05:30 PM |
Q4 2019 |
59 |
$280M |
+$36.7M |
-$11.6M |
+$25.1M |
VEA, SPY, IJR, QQQ, MDY
|
13F-HR |
1/10/2020, 05:56 PM |
Q3 2019 |
57 |
$240M |
+$5.95M |
-$1.88M |
+$4.07M |
VEA, SPY, IJR, MDY, VWO
|
13F-HR |
11/8/2019, 03:18 PM |
Q2 2019 |
57 |
$248M |
+$35.3M |
-$10.9M |
+$24.3M |
SPY, VEA, IJR, MDY, QQQXXXX
|
13F-HR |
8/13/2019, 11:14 AM |
Q1 2019 |
51 |
$226M |
+$20M |
-$11.3M |
+$8.67M |
SPY, IJR, VEA, MDY, QQQXXXX
|
13F-HR |
4/18/2019, 12:11 PM |
Q4 2018 |
50 |
$197M |
+$38.2M |
-$15.3M |
+$22.9M |
SPY, IJR, VEA, MDY, QQQXXXX
|
13F-HR |
1/22/2019, 03:01 PM |
Q3 2018 |
50 |
$225M |
+$43.5M |
-$30.5M |
+$12.9M |
VEA, SPY, IJR, QQQXXXX, MDY
|
13F-HR |
10/25/2018, 04:10 PM |
Q2 2018 |
40 |
$204M |
|
|
|
VEA, SPY, IJR, QQQXXXX, MDY
|
13F-HR |
7/30/2018, 02:42 PM |
Q1 2018 |
45 |
$210M |
|
|
|
SPY, QQQXXXX, MDY, IJR, VEA
|
Restatement |
4/30/2018, 01:46 PM |