Q1 2024 |
105 |
$305M |
+$20.9M |
-$11.7M |
+$9.21M |
AAPL, KBWB, BRKB, META, GOOG, VBK |
13F-HR |
5/8/2024, 03:07 PM |
Q4 2023 |
104 |
$270M |
+$10.4M |
-$7.45M |
+$3M |
AAPL, KBWB, BRKB, META, GOOG, VBK |
13F-HR |
1/31/2024, 03:39 PM |
Q3 2023 |
100 |
$242M |
+$14.9M |
-$6.76M |
+$8.15M |
AAPL, KBWB, BRKB, META, GOOG, VBK |
13F-HR |
10/30/2023, 01:50 PM |
Q2 2023 |
99 |
$250M |
+$7.97M |
-$3.61M |
+$4.36M |
AAPL, KBWB, BRKB, META, VBK, GOOG |
13F-HR |
7/26/2023, 04:32 PM |
Q1 2023 |
99 |
$242M |
+$5.64M |
-$3.61M |
+$2.03M |
AAPL, BRKB, KBWB, ATVI, VBK, META |
13F-HR |
4/14/2023, 04:35 PM |
Q4 2022 |
102 |
$224M |
+$7.57M |
-$13M |
-$5.4M |
AAPL, KBWB, BRKB, ATVI, VBK, RPV |
13F-HR |
1/20/2023, 07:50 AM |
Q3 2022 |
104 |
$221M |
+$20.1M |
-$14M |
+$6.11M |
AAPL, KBWB, BRKB, VBK, ATVI, RPV |
13F-HR |
10/24/2022, 01:48 PM |
Q2 2022 |
106 |
$230M |
+$49.8M |
-$1.52M |
+$48.3M |
AAPL, KBWB, BRKB, VUG, VBK, META |
13F-HR |
7/12/2022, 02:55 PM |
Q1 2022 |
113 |
$243M |
+$14.2M |
-$5.64M |
+$8.56M |
AAPL, BRKB, VNLA, KBWB, META, GOOG |
13F-HR |
4/25/2022, 05:17 PM |
Q4 2021 |
108 |
$240M |
+$9.16M |
-$23.2M |
-$14M |
AAPL, VNLA, BRKB, META, KBWB, GOOG |
13F-HR |
2/2/2022, 02:57 PM |
Q3 2021 |
104 |
$244M |
+$12.3M |
-$2.42M |
+$9.87M |
VNLA, AAPL, BRKB, META, KBWB, RPV |
13F-HR |
10/20/2021, 05:13 PM |
Q2 2021 |
103 |
$240M |
+$13.5M |
-$3.32M |
+$10.2M |
VNLA, AAPL, BRKB, META, KBWB, RPV |
13F-HR |
7/22/2021, 05:24 PM |
Q1 2021 |
95 |
$231M |
+$63M |
-$25.8M |
+$37.2M |
VNLA, AAPL, BRKB, KBWB, META, RPV |
13F-HR |
5/6/2021, 01:32 PM |
Q4 2020 |
88 |
$207M |
+$18.4M |
-$3.79M |
+$14.6M |
AAPL, VOO, BRKB, VB, MDY, META |
13F-HR |
1/27/2021, 02:24 PM |
Q3 2020 |
78 |
$166M |
+$51.4M |
-$16.6M |
+$34.9M |
AAPL, VOO, BRKB, MDY, VB, META |
13F-HR |
10/16/2020, 03:41 PM |
Q2 2020 |
69 |
$142M |
+$25.9M |
-$9.01M |
+$16.9M |
VOO, AAPL, MDY, VB, BRKB, META |
13F-HR |
8/7/2020, 06:18 PM |
Q1 2020 |
49 |
$103M |
+$47.8M |
-$1.63M |
+$46.1M |
VOO, AAPL, MDY, VB, BRKB, META |
13F-HR |
4/28/2020, 06:50 PM |
Q4 2019 |
63 |
$96.9M |
+$3.18M |
-$3.51M |
-$332K |
AAPL, BRKB, SHYG, META, VWO, GOOG |
13F-HR |
1/22/2020, 03:48 PM |
Q3 2019 |
58 |
$87.2M |
+$2.23M |
-$3.41M |
-$1.19M |
AAPL, BRKB, SHYG, META, VWO, GOOG |
13F-HR |
10/22/2019, 12:58 PM |
Q2 2019 |
61 |
$89.7M |
|
|
|
AAPL, BRKB, META, SHYG, VWO, GWX |
13F-HR |
7/22/2019, 06:42 PM |
Q1 2019 |
0 |
|
|
|
|
|
13F-HR |
4/15/2019, 12:28 PM |
Q4 2018 |
60 |
$101M |
+$21.6M |
-$3.1M |
+$18.5M |
BRKB, AAPL, VEU, SHYG, META, VOO |
13F-HR |
1/17/2019, 04:57 PM |
Q3 2018 |
256 |
$107M |
+$2.03M |
-$4.65M |
-$2.62M |
AAPL, BRKB, SHYG, META, VEU, GWX |
13F-HR |
10/31/2018, 11:30 AM |
Q2 2018 |
268 |
$106M |
+$13.5M |
-$567K |
+$12.9M |
AAPL, BRKB, SHYG, META, VEU, XLE |
13F-HR |
7/26/2018, 05:59 PM |
Q1 2018 |
55 |
$92.6M |
+$1.4M |
-$6.84M |
-$5.43M |
BRKB, AAPL, SHYG, VEU, META, VWO |
13F-HR |
5/4/2018, 03:15 PM |
Q4 2017 |
63 |
$103M |
+$3.17M |
-$7.15M |
-$3.98M |
AAPL, BRKB, SHYG, VEU, META, MINT |
13F-HR |
2/5/2018, 02:16 PM |
Q3 2017 |
68 |
$132M |
+$1.77M |
-$13.1M |
-$11.4M |
PFF, AAPL, BRKB, MINT, SHYG, META |
13F-HR |
11/2/2017, 01:48 PM |
Q2 2017 |
69 |
$138M |
+$6.58M |
-$24.8M |
-$18.2M |
MINT, PFF, AAPL, BRKB, IGSB, SHYG |
13F-HR |
8/8/2017, 11:38 AM |
Q1 2017 |
68 |
$159M |
+$12.5M |
-$59.7K |
+$12.5M |
MINT, IGSB, PFF, AAPL, BRKB, SHYG |
13F-HR |
4/17/2017, 01:07 PM |
Q4 2016 |
61 |
$143M |
|
|
|
MINT, IGSB, PFF, BRKB, SHYG, AAPL |
13F-HR |
2/10/2017, 02:50 PM |