|
Q3 2024
|
1,312 |
1,815,465 |
BRK-A, GOOGL, MSTR, VNQ
|
13F-HR
|
11/20/2024 |
000153396424000013 |
|
Q2 2024
|
1,249 |
1,432,697 |
GOOGL, BRK-B, MSFT, IBIT
|
13F-HR
|
8/9/2024 |
000153396424000008 |
|
Q1 2024
|
1,364 |
1,308,892 |
GOOGL, BRK-B, CPE, GE
|
13F-HR
|
5/20/2024 |
000153396424000006 |
|
Q4 2023
|
1,537 |
1,263,614 |
GOOGL, BRK-B, XLK, META
|
13F-HR
|
2/26/2024 |
000153396424000004 |
|
Q3 2023
|
1,223 |
1,005,974 |
BRK-B, GOOGL, MSFT, META
|
13F-HR
|
11/14/2023 |
000153396423000009 |
|
Q2 2023
|
1,463 |
1,310,943 |
BRK-B, SPY, GOOGL, TSLA
|
13F-HR
|
7/27/2023 |
000153396423000008 |
|
Q1 2023
|
1,477 |
939,579 |
BRK-B, YRI.TO, VNQ, GOOGL
|
13F-HR
|
5/1/2023 |
000153396423000005 |
|
Q4 2022
|
1,536 |
755,554 |
BRK-B, GOOGL, XLY, LHX
|
13F-HR
|
2/15/2023 |
000153396423000003 |
|
Q3 2022
|
1,672 |
1,091,586 |
BRK-B, DUKE REALTY CORP, GOOGL, BIOHAVEN PHARMACTL HLDG CO L
|
13F-HR
|
11/7/2022 |
000153396422000010 |
|
Q2 2022
|
1,528 |
1,177,295 |
GLD, CCMP, COHR, GOOGL
|
13F-HR
|
8/9/2022 |
000153396422000008 |
|
Q1 2022
|
1,439 |
1,350,580 |
BRK-A, PBCT, GLD, GOOGL
|
13F-HR
|
5/17/2022 |
000153396422000006 |
|
Q4 2021
|
1,640 |
977,616 |
SPY, GSKY, BRK-B, VOO
|
13F-HR
|
2/17/2022 |
000153396422000004 |
|
Q3 2021
|
1,433 |
1,135,690 |
GLD, XEC, SPY, UNG
|
13F-HR
|
11/12/2021 |
000153396421000007 |
|
Q2 2021
|
1,437 |
1,029,134 |
PRAH, GOOGL, VOO, BRK-B
|
13F-HR
|
9/17/2021 |
000153396421000006 |
|
Q1 2021
|
1,543 |
1,412,392 |
GLD, SPY, BRK-B, CLF
|
13F-HR
|
5/19/2021 |
000153396421000004 |
|
Q4 2020
|
1,392 |
927,713 |
VOO, BTAQU, FINTECH ACQUISITION CORP IV, DOCU
|
13F-HR
|
2/24/2021 |
000153396421000002 |
|
Q3 2020
|
981 |
583,010 |
GOOGL, BRK-A, SIVR, VOO
|
13F-HR
|
12/11/2020 |
000145771620000038 |
|
Q2 2020
|
1,207 |
865,348 |
VOO, MINI, BRK-A, USLVF
|
13F-HR
|
8/7/2020 |
000153396420000007 |
|
Q4 2019
|
1,394 |
1,029,302 |
SPXL, IYR, QQQ, JPIN
|
13F-HR
|
2/4/2020 |
000153396420000002 |
|
Q3 2019
|
1,379 |
1,281,893 |
BRK-A, GLD, SPY, GDXJ
|
13F-HR
|
11/20/2019 |
000153396419000008 |
|
Q2 2019
|
1,413 |
1,705,796 |
SPY puts, BRK-A, SPY, SPY calls
|
13F-HR
|
8/13/2019 |
000153396419000006 |
|
Q1 2019
|
1,366 |
1,765,174 |
SPY puts, SPY calls, SPY, GLD
|
13F-HR
|
4/12/2019 |
000153396419000004 |
|
Q4 2018
|
1,504 |
1,848,421 |
SPY calls, SPY puts, QQQ calls, SPY
|
13F-HR
|
1/16/2019 |
000153396419000002 |
|
Q3 2018
|
1,470 |
1,633,117 |
SPY puts, BRK-A, IVV, SPY calls
|
RESTATEMENT
|
11/13/2018 |
000153396418000007 |
|
Q2 2018
|
1,932 |
1,665,922 |
BRK-B, SPY, TEP, SPY calls
|
RESTATEMENT
|
7/30/2018 |
000153396418000005 |
|
Q1 2018
|
1,878 |
1,858,330 |
SPY, XBI, DIREXION SHS ETF TR, SOXX
|
13F-HR
|
5/14/2018 |
000153396418000003 |
|
Q4 2017
|
2,301 |
1,887,585 |
BRK-A, GLD, SPY, MLPI
|
13F-HR
|
2/9/2018 |
000153396418000002 |
|
Q3 2017
|
2,466 |
2,019,262 |
GDX, GDXJ, GLD, BRK-A
|
RESTATEMENT
|
11/20/2017 |
000153396417000008 |
|
Q2 2017
|
374 |
721,416 |
GLD, GDXJ, DIREXION SHS ETF TR, VOO
|
13F-HR
|
7/12/2017 |
000153396417000005 |
|
Q1 2017
|
383 |
968,903 |
SPY, IWM, MDY, VOO
|
13F-HR
|
4/27/2017 |
000153396417000004 |
|
Q4 2016
|
437 |
939,654 |
SPY, QQQ, XBI, XOP
|
13F-HR
|
2/3/2017 |
000153396417000002 |
|
Q3 2016
|
354 |
582,607 |
BRK-A, GLD, IYR, DIREXION SHS ETF TR
|
13F-HR
|
11/22/2016 |
000153396416000023 |
|
Q2 2016
|
385 |
750,152 |
BRK-A, MDY, SSO, SVXY
|
13F-HR
|
8/16/2016 |
000153396416000021 |
|
Q1 2016
|
389 |
719,270 |
GLD, IYR, IJH, BRK-A
|
13F-HR
|
5/13/2016 |
000153396416000019 |
|
Q4 2015
|
361 |
702,503 |
USO, BRK-A, IVV, PROSHARES TR II
|
13F-HR
|
3/1/2016 |
000153396416000016 |
|
Q3 2015
|
308 |
770,886 |
QQQ, DIREXION SHS ETF TR, SVXY, CREDIT SUISSE NASSAU BRH
|
13F-HR
|
10/7/2015 |
000153396415000014 |
|
Q2 2015
|
299 |
1,120,626 |
FXE, QQQ, IWM, DIA
|
13F-HR
|
7/29/2015 |
000153396415000012 |
|
Q1 2015
|
279 |
909,112 |
SPY, IJH, FXE, IWM
|
13F-HR
|
6/1/2015 |
000153396415000007 |
|
Q4 2014
|
303 |
813,057 |
SPY, USO, DIREXION SHS ETF TR, FXE
|
13F-HR
|
1/15/2015 |
000153396415000002 |
|
Q3 2014
|
282 |
937,241 |
IWM, QQQ, EEM, BRK-A
|
13F-HR
|
10/9/2014 |
000153396414000012 |
|
Q2 2014
|
293 |
763,498 |
BRK-A, IAU, VXX, IJH
|
13F-HR
|
7/15/2014 |
000153396414000010 |
|
Q1 2014
|
384 |
726,699 |
BRK-A, SPY, MDY, GDX
|
13F-HR
|
5/22/2014 |
000153396414000008 |
|
Q4 2013
|
246 |
999,437 |
IWM, IWF, MDY, TLT
|
13F-HR
|
2/14/2014 |
000153396414000005 |