Q2 2025 |
210 |
$394M |
+$20.2M |
-$7.74M |
+$12.5M |
IVV, RSP, SPY, BKLC, BRKB
|
13F-HR |
8/12/2025, 12:16 PM |
Q1 2025 |
201 |
$354M |
+$12.4M |
-$8.81M |
+$3.59M |
IVV, RSP, BRKB, SPY, BKLC
|
13F-HR |
4/24/2025, 05:36 PM |
Q4 2024 |
200 |
$360M |
+$15.6M |
-$6.87M |
+$8.72M |
IVV, RSP, SPY, BRKB, BKLC
|
13F-HR |
2/3/2025, 08:27 AM |
Q3 2024 |
209 |
$348M |
+$31.7M |
-$2.91M |
+$28.8M |
IVV, RSP, SPY, BRKB, AAPL
|
13F-HR |
10/7/2024, 10:04 AM |
Q2 2024 |
186 |
$302M |
+$14M |
-$12.6M |
+$1.39M |
IVV, SPY, RSP, BRKB, AAPL
|
13F-HR |
8/2/2024, 02:34 PM |
Q1 2024 |
191 |
$297M |
+$17.9M |
-$5.51M |
+$12.4M |
IVV, RSP, SPY, BRKB, AAPL
|
13F-HR |
4/30/2024, 11:22 AM |
Q4 2023 |
182 |
$267M |
+$9.66M |
-$8.51M |
+$1.15M |
IVV, RSP, SPY, BRKB, AAPL
|
13F-HR |
2/12/2024, 09:13 AM |
Q3 2023 |
191 |
$242M |
+$12.9M |
-$9.71M |
+$3.21M |
IVV, RSP, SPY, BRKB, AAPL
|
13F-HR |
11/8/2023, 08:50 AM |
Q2 2023 |
182 |
$250M |
+$6.64M |
-$15.2M |
-$8.53M |
IVV, RSP, SPY, AAPL, BRKB
|
13F-HR |
8/1/2023, 10:55 AM |
Q1 2023 |
190 |
$251M |
+$9.93M |
-$5.94M |
+$3.99M |
IVV, RSP, SPY, BTT, BRKB
|
13F-HR |
5/10/2023, 05:40 PM |
Q4 2022 |
196 |
$239M |
+$19.5M |
-$7.38M |
+$12.1M |
IVV, RSP, SPY, BRKB, BTT
|
13F-HR |
1/31/2023, 11:15 AM |
Q3 2022 |
181 |
$222M |
|
|
|
IVV, SPY, RSP, BTT, BRKB
|
13F-HR |
11/14/2022, 11:16 AM |
Q2 2022 |
197 |
$234M |
+$29.4M |
-$5.66M |
+$23.7M |
IVV, SPY, RSP, BTT, BRKB
|
13F-HR |
8/12/2022, 09:51 AM |
Q1 2022 |
186 |
$267M |
+$22.8M |
-$6.58M |
+$16.2M |
IVV, SPY, BRKB, RSP, BTT
|
13F-HR |
4/15/2022, 02:03 PM |
Q4 2021 |
167 |
$268M |
+$10.1M |
-$23.9M |
-$13.9M |
IVV, SPY, RSP, BTT, AAPL
|
13F-HR |
2/11/2022, 09:09 AM |
Q3 2021 |
168 |
$268M |
+$7.35M |
-$10.9M |
-$3.52M |
IVV, SPY, BTT, RSP, BRKB
|
13F-HR |
11/12/2021, 01:35 PM |
Q2 2021 |
163 |
$275M |
+$16.4M |
-$4.04M |
+$12.4M |
IVV, SPY, BTT, RSP, BRKB
|
13F-HR |
8/16/2021, 01:23 PM |
Q1 2021 |
157 |
$245M |
+$11.7M |
-$4.44M |
+$7.31M |
IVV, SPY, RSP, BTT, BRKB
|
13F-HR |
5/17/2021, 07:41 AM |
Q4 2020 |
147 |
$227M |
+$18.5M |
-$2.97M |
+$15.5M |
IVV, SPY, BTT, RSP, AAPL
|
13F-HR |
2/11/2021, 04:33 PM |
Q3 2020 |
130 |
$193M |
+$15.3M |
-$6.02M |
+$9.29M |
IVV, SPY, BTT, RSP, AMZN
|
13F-HR |
11/13/2020, 03:20 PM |
Q2 2020 |
118 |
$176M |
+$10.6M |
-$5.31M |
+$5.29M |
IVV, SPY, BTT, RSP, AMZN
|
Restatement |
8/14/2020, 03:54 PM |
Q1 2020 |
116 |
$144M |
+$30.3M |
-$6.72M |
+$23.5M |
SPY, IVV, RSP, BTT, BRKB
|
13F-HR |
5/14/2020, 06:20 PM |
Q4 2019 |
126 |
$154M |
+$8.41M |
-$2.81M |
+$5.6M |
RSP, SPY, BRKB, BTT, IVV
|
13F-HR |
2/12/2020, 01:57 PM |
Q3 2019 |
123 |
$139M |
+$16.2M |
-$3.06M |
+$13.2M |
RSP, SPY, BRKB, BTT, IVV
|
13F-HR |
11/14/2019, 04:23 PM |
Q2 2019 |
93 |
$93.9M |
+$2.22M |
-$4.76M |
-$2.54M |
RSP, SPY, BRKB, BTT, FDN
|
13F-HR |
8/13/2019, 05:00 PM |
Q1 2019 |
852 |
$156M |
+$11.6M |
-$3.54M |
+$8.01M |
RSP, SPY, BRKB, BTT, FDN
|
13F-HR |
5/14/2019, 08:56 PM |
Q4 2018 |
852 |
$131M |
|
|
|
RSP, SPY, BRKB, BTT, FDN
|
13F-HR |
2/14/2019, 10:39 AM |