Q2 2024 |
9 |
$35.1M |
+$1.25M |
-$45.2K |
+$1.21M |
IWB, BRKA, WY, PCH, VOO
|
13F-HR |
8/6/2024, 11:58 AM |
Q1 2024 |
9 |
$36.6M |
+$126K |
$0 |
+$126K |
BRKA, WY, IWB, PCH, VOO
|
13F-HR |
4/30/2024, 02:12 PM |
Q4 2023 |
9 |
$34M |
+$128K |
-$394K |
-$265K |
WY, BRKA, IWB, PCH, VOO
|
13F-HR |
2/6/2024, 10:46 AM |
Q3 2023 |
9 |
$31.4M |
+$52.4K |
-$6.13K |
+$46.2K |
BRKA, WY, IWB, PCH, VOO
|
13F-HR |
11/3/2023, 11:46 AM |
Q2 2023 |
9 |
$33.1M |
|
-$11.8M |
-$11.8M |
WY, BRKA, IWB, PCH, VOO
|
13F-HR |
8/4/2023, 01:49 PM |
Q1 2023 |
10 |
$42.3M |
+$529K |
|
+$529K |
BRKA, WY, IWB, PCH, VOO
|
13F-HR |
5/3/2023, 01:23 PM |
Q4 2022 |
12 |
$44.7M |
+$1.54M |
-$7.98M |
-$6.45M |
BRKA, WY, IWB, PCH, VTEB
|
13F-HR |
2/1/2023, 01:12 PM |
Q3 2022 |
10 |
$46.8M |
+$10.2M |
|
+$10.2M |
BRKA, VTEB, WY, IWB, PCH
|
13F-HR |
11/9/2022, 02:11 PM |
Q2 2022 |
9 |
$38.8M |
+$162K |
-$994K |
-$832K |
BRKA, WY, IWB, PCH, VOO
|
13F-HR |
8/8/2022, 01:43 PM |
Q1 2022 |
9 |
$48.4M |
+$501K |
-$875K |
-$374K |
BRKA, WY, IWB, PCH, VOO
|
13F-HR |
5/10/2022, 03:04 PM |
Q4 2021 |
8 |
$48.2M |
+$21K |
-$37.4K |
-$16.4K |
BRKA, WY, IWB, PCH, VOO
|
13F-HR |
2/3/2022, 12:16 PM |
Q3 2021 |
8 |
$43.1M |
$0 |
$0 |
|
BRKA, WY, IWB, PCH, VOO
|
13F-HR |
10/28/2021, 05:38 PM |
Q2 2021 |
8 |
$43.2M |
+$9.57M |
-$20.4K |
+$9.55M |
BRKA, WY, IWB, PCH, VOO
|
13F-HR |
8/10/2021, 04:05 PM |
Q1 2021 |
8 |
$32.3M |
+$21K |
-$200K |
-$179K |
BRKA, WY, IWB, PCH, VOO
|
13F-HR |
5/5/2021, 04:13 PM |
Q4 2020 |
9 |
$30.3M |
+$415K |
-$18.5K |
+$396K |
BRKA, WY, IWB, PCH, VOO
|
13F-HR |
2/3/2021, 11:31 AM |
Q3 2020 |
7 |
$26.3M |
+$1.41M |
-$18.1K |
+$1.39M |
BRKA, WY, IWB, PCH, VOO
|
13F-HR |
11/2/2020, 12:58 PM |
Q2 2020 |
6 |
$21.3M |
|
-$39.7K |
-$39.7K |
BRKA, IWB, WY, PCH, ESGE
|
13F-HR |
7/30/2020, 07:01 PM |
Q1 2020 |
6 |
$18.5M |
+$44K |
|
+$44K |
BRKA, IWB, WY, PCH, ESGE
|
13F-HR |
5/8/2020, 01:30 PM |
Q4 2019 |
5 |
$25.6M |
+$45.1K |
|
+$45.1K |
BRKA, WY, IWB, PCH, ESGE
|
13F-HR |
2/5/2020, 11:31 AM |
Q3 2019 |
5 |
$23.6M |
+$249K |
-$779K |
-$530K |
BRKA, WY, IWB, PCH, ESGE
|
13F-HR |
11/8/2019, 12:33 PM |
Q2 2019 |
5 |
$23.9M |
+$5.54K |
|
+$5.54K |
BRKA, WY, IWB, PCH, XOPXXXX
|
13F-HR |
7/24/2019, 11:44 AM |
Q1 2019 |
5 |
$23.2M |
+$381K |
-$8.18K |
+$373K |
BRKA, WY, IWB, PCH, XOPXXXX
|
13F-HR |
5/10/2019, 12:43 PM |
Q4 2018 |
6 |
$20.6M |
+$514K |
|
+$514K |
BRKA, WY, IWB, PCH, XOPXXXX
|
13F-HR |
2/11/2019, 12:55 PM |
Q3 2018 |
6 |
$24.8M |
|
-$2.2M |
-$2.2M |
BRKA, WY, IWB, PCH, XOPXXXX
|
13F-HR |
11/8/2018, 03:37 PM |
Q2 2018 |
6 |
$27.5M |
+$3.14K |
|
+$3.14K |
WY, BRKA, IWB, PCH, AMJ
|
13F-HR |
7/31/2018, 01:19 PM |
Q1 2018 |
6 |
$27.2M |
+$1.02K |
-$84.2K |
-$83.1K |
WY, BRKA, IWB, PCH, AMJ
|
13F-HR |
5/11/2018, 12:46 PM |
Q4 2017 |
8 |
$27.7M |
+$188K |
-$57.5K |
+$130K |
WY, BRKA, IWB, PCH, AMJ
|
13F-HR |
2/9/2018, 01:30 PM |
Q3 2017 |
8 |
$28M |
+$13.6K |
-$5.86K |
+$7.72K |
WY, BRKA, IWB, PCH, AMJ
|
13F-HR |
11/13/2017, 11:46 AM |
Q2 2017 |
8 |
$26.7M |
+$13.3K |
|
+$13.3K |
WY, BRKA, IWB, PCH, AMJ
|
13F-HR |
8/9/2017, 09:42 AM |
Q1 2017 |
8 |
$26.8M |
|
-$704K |
-$704K |
WY, BRKA, IWB, PCH, AMJ
|
13F-HR |
5/2/2017, 03:24 PM |
Q4 2016 |
8 |
$25.8M |
+$5.17K |
-$66.5K |
-$61.4K |
WY, BRKA, IWB, PCH, AMJ
|
13F-HR |
2/8/2017, 10:57 AM |
Q3 2016 |
8 |
$25.1M |
+$2.8M |
-$320K |
+$2.48M |
WY, BRKA, IWB, PCH, AMJ
|
13F-HR |
11/14/2016, 05:05 AM |
Q2 2016 |
7 |
$21.5M |
+$30.8K |
-$281K |
-$250K |
WY, BRKA, IWB, PCH, RMT
|
13F-HR |
8/10/2016, 09:24 AM |
Q1 2016 |
9 |
$24.6M |
+$3.34M |
|
+$3.34M |
WY, BRKA, IWB, PCH, EEM
|
13F-HR |
5/13/2016, 10:58 AM |
Q4 2015 |
8 |
$21M |
+$351K |
-$365K |
-$13.9K |
WY, BRKA, IWB, PCH, RMT
|
13F-HR |
2/16/2016, 05:02 AM |
Q3 2015 |
9 |
$21.2M |
+$91K |
-$90.5K |
+$562 |
WY, BRKA, IWB, PCH, RMT
|
13F-HR |
11/6/2015, 02:16 PM |
Q2 2015 |
9 |
$24M |
+$1.05M |
-$454K |
+$599K |
WY, BRKA, IWB, PCH, RMT
|
13F-HR |
8/14/2015, 10:16 AM |
Q1 2015 |
9 |
$26.7M |
+$35.3K |
|
+$35.3K |
WY, IWB, BRKA, PCH, LTM
|
13F-HR |
5/14/2015, 03:51 PM |
Q4 2014 |
9 |
$27.2M |
|
|
|
WY, BRKA, IWB, PCH, LTM
|
13F-HR |
2/17/2015, 02:49 PM |