Q4 2024 |
27 |
$183M |
+$129M |
-$126M |
+$3.45M |
BRKB, SPY, VOO, VTI, CHCO
|
13F-HR |
2/6/2025, 09:24 AM |
Q3 2024 |
23 |
$178M |
+$17.6M |
-$33.7M |
-$16.1M |
BRKB, VOO, VTI, SPY, RSP
|
13F-HR |
10/22/2024, 10:40 AM |
Q2 2024 |
26 |
$177M |
+$45.1M |
-$41.9M |
+$3.21M |
BRKB, SPY, VTI, VOO, ICE
|
13F-HR |
8/15/2024, 07:01 AM |
Q1 2024 |
25 |
$176M |
+$38.5M |
-$23.8M |
+$14.7M |
BRKB, VTV, TCAF, VOO, VTI
|
13F-HR |
5/15/2024, 01:47 PM |
Q4 2023 |
31 |
$144M |
+$33.4M |
-$15.6M |
+$17.7M |
BRKB, SPY, VOO, VTI, VTV
|
13F-HR |
2/14/2024, 12:56 PM |
Q3 2023 |
17 |
$122M |
+$10M |
-$51.6K |
+$9.95M |
BRKB, VOO, VTI, CHCO, ICE
|
13F-HR |
11/3/2023, 08:05 PM |
Q2 2023 |
16 |
$110M |
+$34.9M |
-$31.3K |
+$34.9M |
BRKB, VOO, VTI, ICE, CHCO
|
13F-HR |
8/7/2023, 12:39 PM |
Q1 2023 |
17 |
$90.7M |
+$46.3M |
-$125K |
+$46.2M |
BRKB, DIVO, VOO, VTI, RSPG
|
13F-HR |
5/15/2023, 03:59 PM |
Q4 2022 |
18 |
$45.8M |
+$24.6M |
-$1.54M |
+$23.1M |
BRKB, VOO, VTI, SH, CHCO
|
13F-HR |
2/14/2023, 09:11 AM |
Q3 2022 |
29 |
$28.2M |
+$10M |
-$1.81M |
+$8.2M |
VOO, VTI, XOM, AAPL, CHCO
|
13F-HR |
11/8/2022, 02:06 PM |
Q2 2022 |
18 |
$19.5M |
+$1.48M |
-$83.9M |
-$82.4M |
VOO, VTI, CHCO, BRKB, ICE
|
13F-HR |
8/9/2022, 03:27 PM |
Q1 2022 |
19 |
$128M |
+$50.5M |
-$20M |
+$30.6M |
VOO, BRKB, VTI, ICE, CHCO
|
13F-HR |
5/12/2022, 11:39 AM |
Q4 2021 |
22 |
$127M |
|
|
|
VOO, VTV, VTI, BRKB, ICE
|
13F-HR |
5/12/2022, 11:36 AM |