Q1 2024 |
274 |
$1.44 B |
+$12.9 M |
-$72.6 M |
-$59.6 M |
LLY, VTI, MUB, DSTL, ISRG, AVUV |
13F-HR |
5/13/2024, 05:15 PM |
Q4 2023 |
301 |
$1.35 B |
+$110 M |
-$26.3 M |
+$84.1 M |
LLY, VTI, MUB, DSTL, ISRG, AVUV |
13F-HR |
2/14/2024, 10:26 AM |
Q3 2023 |
264 |
$1.15 B |
+$209 M |
-$89.8 M |
+$119 M |
LLY, VTI, MUB, DSTL, AVUV, ISRG |
13F-HR |
11/13/2023, 12:05 PM |
Q2 2023 |
292 |
$1.05 B |
+$110 M |
-$28.7 M |
+$81.5 M |
VTI, LLY, MUB, MTUM, ISRG, IVV |
13F-HR |
8/10/2023, 04:50 PM |
Q1 2023 |
260 |
$891 M |
+$35.1 M |
-$20.6 M |
+$14.5 M |
VTI, MUB, MTUM, LLY, ISRG, IVV |
13F-HR |
5/12/2023, 11:27 AM |
Q4 2022 |
262 |
$859 M |
+$175 M |
-$39.5 M |
+$135 M |
MUB, VTI, MTUM, LLY, VTV, ISRG |
13F-HR |
2/14/2023, 03:56 PM |
Q3 2022 |
239 |
$665 M |
+$45.2 M |
-$25.3 M |
+$20 M |
VTI, MTUM, LLY, WGO, VTV, IVV |
13F-HR |
11/2/2022, 09:00 AM |
Q2 2022 |
264 |
$678 M |
+$50 M |
-$39.5 M |
+$10.5 M |
VTI, MTUM, LLY, WGO, VTV, IVV |
13F-HR |
8/11/2022, 12:36 PM |
Q1 2022 |
262 |
$789 M |
+$31 M |
-$55.7 M |
-$24.8 M |
VTI, MTUM, LLY, WGO, ISRG, VTV |
13F-HR |
5/13/2022, 09:40 AM |
Q4 2021 |
269 |
$890 M |
+$128 M |
-$17.2 M |
+$110 M |
VTI, MTUM, ISRG, WGO, LLY, VTV |
13F-HR |
2/10/2022, 09:05 AM |
Q3 2021 |
244 |
$785 M |
+$76.2 M |
-$34.3 M |
+$41.9 M |
VTI, MTUM, ISRG, LLY, VTV, IVV |
13F-HR |
11/12/2021, 08:51 AM |
Q2 2021 |
222 |
$746 M |
+$35 M |
-$69 M |
-$34 M |
MTUM, VTI, ISRG, VTV, LLY, IVV |
13F-HR |
8/3/2021, 05:21 PM |
Q1 2021 |
215 |
$721 M |
+$20.6 M |
-$14.7 M |
+$5.86 M |
MTUM, VTI, ISRG, IWN, VTV, LLY |
13F-HR |
5/10/2021, 10:58 AM |
Q4 2020 |
209 |
$690 M |
+$21.4 M |
-$41.1 M |
-$19.7 M |
MTUM, VTI, ISRG, IWN, LLY, VTV |
13F-HR |
2/10/2021, 08:46 AM |
Q3 2020 |
183 |
$620 M |
+$33 M |
-$41.1 M |
-$8.13 M |
MTUM, ISRG, VTI, IWN, VTV, LLY |
13F-HR |
11/12/2020, 08:29 AM |
Q2 2020 |
187 |
$590 M |
+$25.2 M |
-$21.2 M |
+$3.99 M |
MTUM, ISRG, VTI, IWN, VTV, LLY |
13F-HR |
8/5/2020, 11:06 AM |
Q1 2020 |
195 |
$500 M |
+$235 M |
-$16 M |
+$219 M |
MTUM, ISRG, VTI, IWN, VTV, LLY |
13F-HR |
5/12/2020, 04:58 PM |
Q4 2019 |
53 |
$360 M |
+$46.3 M |
-$20.7 M |
+$25.6 M |
MTUM, VTI, FNDX, IVV, TPYP, VT |
13F-HR |
2/10/2020, 11:08 AM |
Q3 2019 |
50 |
$317 M |
+$18 M |
-$6.56 M |
+$11.4 M |
MTUM, FNDX, VTI, IVV, VT, ANGL |
13F-HR |
11/8/2019, 03:43 PM |
Q2 2019 |
48 |
$305 M |
+$20 M |
-$3.74 M |
+$16.2 M |
MTUM, FNDX, VTI, IVV, VT, ANGL |
13F-HR |
7/30/2019, 03:57 PM |
Q1 2019 |
48 |
$280 M |
+$31.1 M |
-$92.4 M |
-$61.2 M |
MTUM, FNDX, IVV, VT, VTI, ANGL |
13F-HR |
4/26/2019, 03:14 PM |
Q4 2018 |
40 |
$306 M |
+$124 M |
-$940 K |
+$124 M |
MTUM, FNDX, VWO, VT, IWN, IVV |
13F-HR |
1/25/2019, 11:37 AM |
Q3 2018 |
34 |
$215 M |
+$15 M |
-$3.9 M |
+$11.1 M |
MTUM, FNDX, IVV, VT, ANGL, VTI |
13F-HR |
10/25/2018, 09:53 PM |
Q2 2018 |
36 |
$194 M |
+$19.4 M |
-$3.11 M |
+$16.3 M |
FNDX, MTUM, IVV, VT, ANGL, VTI |
13F-HR |
8/1/2018, 04:12 PM |
Q1 2018 |
34 |
$175 M |
+$32.5 M |
-$1.11 M |
+$31.4 M |
FNDX, MTUM, VT, IVV, ANGL, VTI |
13F-HR |
5/3/2018, 11:11 AM |
Q4 2017 |
33 |
$146 M |
+$25.4 M |
-$13.6 M |
+$11.7 M |
FNDX, MTUM, VT, IVV, ANGL, VTI |
13F-HR |
2/1/2018, 01:40 PM |
Q3 2017 |
33 |
$146 M |
+$20.1 M |
-$6.34 M |
+$13.7 M |
FNDX, AMJ, IVV, VT, MLPI, MTUM |
13F-HR |
10/27/2017, 08:23 AM |
Q2 2017 |
25 |
$130 M |
+$16.5 M |
-$64.1 K |
+$16.5 M |
FNDX, IVV, AMJ, MLPI, VT, VTI |
13F-HR |
8/7/2017, 02:49 PM |
Q1 2017 |
25 |
$115 M |
+$6.78 M |
-$4.46 M |
+$2.31 M |
FNDX, IVV, AMJ, MLPI, VT, IWB |
13F-HR |
5/2/2017, 12:29 PM |
Q4 2016 |
21 |
$108 M |
|
|
|
FNDX, IVV, AMJ, MLPI, VT, MUB |
13F-HR |
2/3/2017, 10:28 AM |