Q1 2025 |
195 |
$178M |
+$24.4M |
-$13.1M |
+$11.2M |
BRKB, SPLG, IEMG, IEFA, AAPL
|
13F-HR |
5/2/2025, 02:03 PM |
Q4 2024 |
182 |
$170M |
+$40.1M |
-$5.37M |
+$34.8M |
BRKA, EFV, SCHX, AAPL, IEMG
|
13F-HR |
2/11/2025, 01:55 PM |
Q3 2024 |
159 |
$143M |
+$22M |
-$9.75M |
+$12.3M |
EFV, IEMG, BRKB, SCHX, AAPL
|
13F-HR |
11/12/2024, 12:41 PM |
Q2 2024 |
136 |
$123M |
+$21.8M |
-$5.6M |
+$16.2M |
EFV, SCHX, IEMG, BRKB, AAPL
|
Restatement |
8/13/2024, 03:39 PM |
Q1 2024 |
116 |
$101M |
+$7.68M |
-$4.72M |
+$2.96M |
EFV, IEMG, SCHX, BALY, QQQ
|
13F-HR |
5/13/2024, 10:03 AM |
Q4 2023 |
117 |
$99.8M |
$0 |
$0 |
|
EFV, IEMG, SCHX, AAPL, BALY
|
13F-HR |
3/26/2024, 08:23 AM |