| Q3 2023 |
35 |
$21.9M |
+$1.2M |
-$4.15M |
-$2.95M |
IUSV, BSCO, COWZ, BSCP, PID
|
13F-HR |
10/19/2023, 09:08 AM |
| Q2 2023 |
42 |
$29M |
+$838K |
-$1.07M |
-$235K |
VOO, BSCO, IUSV, BSCP, COWZ
|
13F-HR |
7/7/2023, 09:17 AM |
| Q1 2023 |
39 |
$28.4M |
+$979K |
-$311K |
+$669K |
VOO, BSCO, IUSV, BSCP, BSCN
|
13F-HR |
5/1/2023, 10:33 AM |
| Q4 2022 |
40 |
$27.1M |
+$8.19M |
-$7.51M |
+$680K |
VOO, BSCO, IUSV, CDC, COWZ
|
13F-HR |
2/9/2023, 11:23 AM |
| Q3 2022 |
38 |
$31.3M |
+$1.47M |
-$20.6M |
-$19.1M |
VOO, MCO, EFA, BSCN, BSCP
|
13F-HR |
11/4/2022, 09:20 AM |
| Q2 2022 |
60 |
$63.9M |
+$271K |
-$11.5M |
-$11.2M |
VOO, IVV, MCO, EFA, VTV
|
13F-HR |
7/7/2022, 10:47 AM |
| Q1 2022 |
65 |
$87.6M |
|
|
|
VOO, IVV, EFA, MCO, XLG
|
13F-HR |
4/27/2022, 09:18 AM |
| Q3 2020 |
12 |
$3.59M |
+$252K |
|
+$252K |
MSFT, BRKB, DISCK, LSXMKXXXX, AAPL
|
13F-HR |
10/20/2020, 09:32 AM |
| Q2 2020 |
13 |
$3.52M |
+$493K |
-$809K |
-$315K |
MSFT, LSXMKXXXX, DISCK, BRKB, DISH
|
13F-HR |
7/8/2020, 11:59 AM |
| Q1 2020 |
25 |
$6.17M |
|
-$29M |
-$29M |
MSFT, ING, AGN, DISCK, BRKB
|
13F-HR |
4/17/2020, 09:53 AM |
| Q4 2019 |
90 |
$113M |
+$12M |
-$23.5M |
-$11.5M |
DISCK, LSXMKXXXX, BRKB, DISH, DD
|
13F-HR |
1/24/2020, 09:48 AM |
| Q3 2019 |
92 |
$124M |
+$4.05M |
-$8.64M |
-$4.6M |
DISCK, LSXMKXXXX, BRKB, DISH, DD
|
13F-HR |
10/16/2019, 09:21 AM |
| Q2 2019 |
94 |
$134M |
+$13.6M |
-$12.1M |
+$1.45M |
DISCK, LSXMKXXXX, BRKB, DISH, VSAT
|
13F-HR |
7/8/2019, 10:07 AM |
| Q1 2019 |
98 |
$145M |
+$13.2M |
-$15.8M |
-$2.58M |
DWDP, DISCK, LSXMKXXXX, BRKB, LILAK
|
13F-HR |
4/9/2019, 11:51 AM |
| Q4 2018 |
99 |
$136M |
+$26.1M |
-$11.4M |
+$14.7M |
DWDP, DISCK, LSXMKXXXX, VSAT, BRKB
|
13F-HR |
1/24/2019, 11:05 AM |
| Q3 2018 |
117 |
$273M |
|
|
|
AMZN, DWDP, DISCK, VSAT, LILAK
|
13F-HR |
11/15/2018, 08:50 AM |