| Q2 2022 |
755 |
$85.5B |
+$67.7B |
-$1.75B |
+$66B |
BIL, SH, PDBC, VTIP, GLD, SHY |
13F-HR |
9/9/2022, 03:40 PM |
| Q1 2022 |
626 |
$1.3B |
+$98.2M |
-$150M |
-$52.2M |
AAPL, VUG, AMZN, VTV, MSFT, HD |
13F-HR |
5/10/2022, 04:20 PM |
| Q4 2021 |
654 |
$1.44B |
+$110M |
-$36.2M |
+$73.4M |
AAPL, VUG, AMZN, VTV, MSFT, SPY |
13F-HR |
2/10/2022, 05:07 AM |
| Q3 2021 |
634 |
$1.3B |
+$442M |
-$15.7M |
+$426M |
VUG, AAPL, AMZN, VTV, SPY, MSFT |
13F-HR |
11/12/2021, 05:10 AM |
| Q2 2021 |
422 |
$904M |
+$89.1M |
-$62M |
+$27.1M |
AAPL, AMZN, SPY, BOND, HYZD, VCSH |
13F-HR |
8/11/2021, 07:21 PM |
| Q1 2021 |
432 |
$856M |
+$192M |
-$65.5M |
+$127M |
AAPL, AMZN, SPY, VCSH, BOND, HYZD |
13F-HR |
5/17/2021, 04:29 PM |
| Q4 2020 |
385 |
$775M |
+$59.8M |
-$97.4M |
-$37.6M |
AAPL, AMZN, VCSH, VGSH, SPY, CSM |
13F-HR |
2/11/2021, 04:17 PM |
| Q3 2020 |
418 |
$847M |
+$284M |
-$159M |
+$125M |
AAPL, AMZN, VCSH, VGSH, SPY, AMT |
13F-HR |
11/12/2020, 05:08 AM |
| Q2 2020 |
419 |
$911M |
+$145M |
-$267M |
-$122M |
VUG, VCSH, MSFT, EFA, CMF, VTV |
13F-HR |
8/14/2020, 05:51 PM |
| Q1 2020 |
519 |
$952M |
+$475M |
-$35.3M |
+$439M |
VCSH, AAPL, VUG, AMZN, MSFT, HD |
13F-HR |
5/15/2020, 11:35 AM |
| Q4 2019 |
400 |
$667M |
+$84.2M |
-$16M |
+$68.2M |
VCSH, VUG, VTV, AAPL, BOND, AMZN |
13F-HR |
2/14/2020, 04:13 PM |
| Q3 2019 |
393 |
$573M |
+$41.5M |
-$36.5M |
+$4.96M |
VCSH, VUG, VTV, AAPL, CSM, BOND |
13F-HR |
11/15/2019, 11:17 AM |
| Q2 2019 |
394 |
$651M |
+$51.2M |
-$36.8M |
+$14.4M |
VCSH, VUG, VTV, AAPL, AMZN, CSM |
13F-HR |
8/14/2019, 05:18 PM |
| Q1 2019 |
397 |
$577M |
+$90.5M |
-$27.1M |
+$63.3M |
VCSH, VUG, VTV, AAPL, AMZN, CSM |
13F-HR |
5/17/2019, 11:24 AM |
| Q4 2018 |
348 |
$477M |
+$168M |
-$18.6M |
+$150M |
VCSH, VUG, VTV, CSM, BIV, MINT |
13F-HR |
2/15/2019, 06:31 PM |
| Q3 2018 |
328 |
$407M |
|
|
|
VUG, VTV, VCSH, CSM, AAPL, AMZN |
13F-HR |
11/16/2018, 03:23 PM |
| Q2 2018 |
0 |
|
|
|
|
|
13F-NT |
8/14/2018, 04:20 PM |
| Q1 2016 |
129 |
$66.9M |
+$14.7M |
-$11.9M |
+$2.73M |
MO, AAPL, DOC, GOOGL, IVE, VOO |
13F-HR |
4/12/2016, 08:09 AM |
| Q4 2015 |
151 |
$78.3M |
+$20.2M |
-$7.75M |
+$12.5M |
MO, FTSL, AAPL, FDN, FXG, DOC |
13F-HR |
1/8/2016, 02:25 PM |
| Q3 2015 |
146 |
$70.5M |
+$10.1M |
-$7.36M |
+$2.75M |
MO, FXG, META, FXH, AAPL, DOC |
13F-HR |
10/13/2015, 10:59 AM |
| Q2 2015 |
1,001 |
$126M |
+$21.7M |
-$18.8M |
+$2.82M |
AAPL, MO, SHXXXX, FXH, DOC, META |
13F-HR |
7/14/2015, 03:08 PM |
| Q1 2015 |
1,015 |
$133M |
+$32.2M |
-$17M |
+$15.2M |
AAPL, MO, DOC, FXH, PDPXXXX, FXG |
13F-HR |
4/13/2015, 10:41 AM |
| Q4 2014 |
1,007 |
$122M |
+$23.7M |
-$27.1M |
-$3.44M |
AAPL, MO, SPY, FXL, DOC, PDPXXXX |
13F-HR |
1/28/2015, 09:11 AM |
| Q3 2014 |
1,062 |
$135M |
+$26.7M |
-$31.6M |
-$4.92M |
FXH, MO, FXO, FXL, AAPL, GPORQ |
13F-HR |
10/3/2014, 01:34 PM |
| Q2 2014 |
1,099 |
$154M |
+$40.4M |
-$17.7M |
+$22.7M |
FXH, FXL, FXR, AAPL, MO, GPORQ |
13F-HR |
7/16/2014, 05:39 PM |
| Q1 2014 |
1,075 |
$135M |
|
|
|
FXL, FXO, FXN, GPORQ, FXZ, FXH |
13F-HR |
6/12/2014, 03:44 PM |