|
Q1 2025
|
178 |
551,623 |
BRK-A, IVV, VOXX, USMV
|
13F-HR
|
4/21/2025 |
000195175725000384 |
|
Q4 2024
|
178 |
546,400 |
BRK-A, IVV, VOXX, USMV
|
13F-HR
|
1/17/2025 |
000195175725000059 |
|
Q3 2024
|
179 |
547,230 |
BRK-A, IVV, VOXX, USMV
|
13F-HR
|
10/17/2024 |
000195175724001058 |
|
Q2 2024
|
179 |
481,270 |
BRK-A, IVV, USMV, QUAL
|
13F-HR
|
7/18/2024 |
000195175724000530 |
|
Q1 2024
|
185 |
508,472 |
BRK-A, IVV, VOXX, QUAL
|
13F-HR
|
4/18/2024 |
000195175724000308 |
|
Q4 2023
|
181 |
511,137 |
BRK-A, IVV, QUAL, MTUM
|
13F-HR
|
1/18/2024 |
000195175724000076 |
|
Q3 2023
|
161 |
451,245 |
BRK-A, IVV, QUAL, MTUM
|
13F-HR
|
10/16/2023 |
000195175723000568 |
|
Q2 2023
|
169 |
470,308 |
BRK-A, IVV, QUAL, MTUM
|
13F-HR
|
7/20/2023 |
000195175723000415 |
|
Q1 2023
|
176 |
462,245 |
BRK-A, IVV, QUAL, MTUM
|
13F-HR
|
4/20/2023 |
000195175723000202 |
|
Q4 2022
|
182 |
465,487 |
BRK-A, IVV, QUAL, MTUM
|
13F-HR
|
1/17/2023 |
000195175723000002 |
|
Q3 2022
|
164 |
409,009 |
BRK-A, IVV, QUAL, MTUM
|
13F-HR
|
10/14/2022 |
000166713222000005 |
|
Q2 2022
|
172 |
454,624 |
BRK-A, IVV, QUAL, AGG
|
13F-HR
|
7/18/2022 |
000166713222000004 |
|
Q1 2022
|
193 |
500,239 |
BRK-A, QUAL, IVV, MTUM
|
13F-HR
|
4/20/2022 |
000166713222000003 |
|
Q4 2021
|
183 |
493,647 |
BRK-A, QUAL, IVV, MTUM
|
13F-HR
|
1/21/2022 |
000166713222000002 |
|
Q3 2021
|
172 |
448,716 |
BRK-A, QUAL, IVV, MTUM
|
13F-HR
|
11/1/2021 |
000166713221000006 |
|
Q2 2021
|
173 |
453,832 |
BRK-A, QUAL, IVV, MTUM
|
13F-HR
|
7/19/2021 |
000166713221000005 |
|
Q1 2021
|
169 |
435,631 |
BRK-A, QUAL, IVV, MTUM
|
13F-HR
|
4/29/2021 |
000166713221000003 |
|
Q4 2020
|
157 |
404,080 |
BRK-A, QUAL, IVV, MTUM
|
13F-HR
|
2/2/2021 |
000166713221000001 |
|
Q3 2020
|
135 |
354,847 |
BRK-A, QUAL, IVV, MTUM
|
13F-HR
|
10/19/2020 |
000166713220000007 |
|
Q2 2020
|
148 |
363,627 |
QUAL, BRK-A, IVV, MTUM
|
13F-HR
|
7/20/2020 |
000166713220000006 |
|
Q1 2020
|
132 |
330,258 |
BRK-A, QUAL, IVV, MTUM
|
13F-HR
|
4/16/2020 |
000166713220000005 |
|
Q4 2019
|
153 |
431,878 |
BRK-A, GNTX, QUAL, MTUM
|
13F-HR
|
1/29/2020 |
000166713220000004 |
|
Q3 2019
|
149 |
406,587 |
BRK-A, GNTX, MTUM, QUAL
|
RESTATEMENT
|
10/15/2019 |
000166713219000005 |
|
Q2 2019
|
145 |
428,060 |
BRK-A, MTUM, QUAL, GNTX
|
13F-HR
|
7/19/2019 |
000166713219000003 |
|
Q1 2019
|
145 |
406,825 |
BRK-A, MTUM, VLUE, QUAL
|
13F-HR
|
5/9/2019 |
000171873219000004 |
|
Q4 2018
|
756 |
356,334 |
BRK-A, MTUM, VLUE, GNTX
|
13F-HR
|
2/14/2019 |
000166713219000002 |
|
Q3 2018
|
135 |
354,072 |
BRK-A, MTUM, VLUE, GNTX
|
13F-HR
|
11/14/2018 |
000166713218000006 |
|
Q2 2018
|
128 |
333,678 |
BRK-A, VLUE, MTUM, GNTX
|
13F-HR
|
8/3/2018 |
000166713218000005 |
|
Q1 2018
|
598 |
322,071 |
BRK-A, VLUE, MTUM, GNTX
|
13F-HR
|
5/11/2018 |
000166713218000004 |
|
Q4 2017
|
115 |
306,565 |
BRK-A, VLUE, MTUM, GNTX
|
13F-HR
|
2/9/2018 |
000166713218000002 |
|
Q3 2017
|
143 |
325,919 |
BRK-A, VLUE, MTUM, RYDEX ETF TRUST
|
13F-HR
|
10/26/2017 |
000122107317000092 |
|
Q2 2017
|
103 |
286,457 |
BRK-A, VLUE, MTUM, GNTX
|
13F-HR
|
7/20/2017 |
000122107317000066 |
|
Q1 2017
|
102 |
282,034 |
BRK-A, VLUE, MTUM, GNTX
|
13F-HR
|
4/28/2017 |
000122107317000047 |
|
Q4 2016
|
94 |
264,882 |
BRK-A, VLUE, MTUM, GNTX
|
13F-HR
|
1/25/2017 |
000122107317000022 |
|
Q3 2016
|
83 |
277,587 |
RYDEX ETF TRUST, IXJ, BRK-B, MTUM
|
13F-HR
|
11/2/2016 |
000122107316000211 |
|
Q2 2016
|
84 |
275,146 |
RYDEX ETF TRUST, MTUM, USMV, BRK-A
|
13F-HR
|
10/27/2016 |
000122107316000208 |
|
Q1 2016
|
81 |
275,803 |
RYDEX ETF TRUST, MTUM, USMV, BRK-A
|
13F-HR
|
10/27/2016 |
000122107316000207 |
|
Q4 2015
|
90 |
283,095 |
RYDEX ETF TRUST, BRK-A, GNTX, MLKN
|
13F-HR
|
10/27/2016 |
000122107316000206 |