Q1 2024 |
926 |
$858M |
+$232M |
-$33.4M |
+$199M |
ENSG, IVV, SPY, IJH, BRKA, ESGV |
13F-HR |
5/13/2024, 06:38 PM |
Q4 2023 |
413 |
$632M |
+$19.5M |
-$34M |
-$14.6M |
ENSG, IVV, SPY, IJH, BRKA, ESGV |
13F-HR |
2/9/2024, 12:11 PM |
Q3 2023 |
580 |
$578M |
+$14.3M |
-$128M |
-$113M |
ENSG, IVV, SPY, IJH, BRKA, ESGV |
13F-HR |
11/8/2023, 07:29 PM |
Q2 2023 |
868 |
$712M |
+$21.6M |
-$28.5M |
-$6.94M |
ENSG, IVV, SPY, IJH, BRKA, ESGV |
13F-HR |
7/28/2023, 05:07 PM |
Q1 2023 |
811 |
$686M |
+$34.5M |
-$17.7M |
+$16.8M |
ENSG, IVV, SPY, IJH, BRKA, ESGV |
13F-HR |
5/12/2023, 01:52 PM |
Q4 2022 |
1,017 |
$630M |
+$62.4M |
-$26.4M |
+$36.1M |
ENSG, IVV, SPY, IJH, BRKA, ESGV |
13F-HR |
2/7/2023, 08:19 PM |
Q3 2022 |
1,240 |
$553M |
+$125M |
-$2.96M |
+$122M |
ENSG, IVV, SPY, BRKA, IJH, ESGV |
13F-HR |
11/14/2022, 01:13 PM |
Q2 2022 |
1,134 |
$453M |
+$44.3M |
-$15.7M |
+$28.6M |
ENSG, IVV, SPY, IJH, ESGV, VSGX |
13F-HR |
8/2/2022, 12:37 PM |
Q1 2022 |
473 |
$512M |
+$37.8M |
-$2.41M |
+$35.4M |
ENSG, IVV, SPY, ESGV, VSGX, IJH |
13F-HR |
4/27/2022, 04:32 PM |
Q4 2021 |
397 |
$492M |
+$43.9M |
-$3.56M |
+$40.4M |
ENSG, IVV, ESGV, SPY, VSGX, IJH |
13F-HR |
2/10/2022, 01:51 PM |
Q3 2021 |
393 |
$423M |
+$54.9M |
-$3.62M |
+$51.3M |
ENSG, IVV, SPY, PNTG, ESGV, VSGX |
13F-HR |
10/29/2021, 12:30 PM |
Q2 2021 |
458 |
$403M |
+$14.1M |
-$11.7M |
+$2.38M |
ENSG, PNTG, IVV, SPY, IJH, DBEF |
13F-HR |
8/10/2021, 06:49 PM |
Q1 2021 |
457 |
$403M |
+$172M |
-$1.13M |
+$171M |
ENSG, PNTG, IVV, SPY, IJH, DBEF |
13F-HR |
4/21/2021, 01:31 PM |
Q4 2020 |
442 |
$250M |
+$40.9M |
-$40.8M |
+$130K |
PS, SPY, IVV, DBEF, IJH, IWM |
13F-HR |
1/27/2021, 04:26 PM |
Q3 2020 |
623 |
$213M |
+$16.7M |
-$6.27M |
+$10.5M |
PS, SPY, IVV, DBEF, IWM, IJH |
13F-HR |
10/13/2020, 04:01 PM |
Q2 2020 |
214 |
$205M |
+$10.3M |
-$30.8M |
-$20.5M |
PS, SPY, IVV, DBEF, IWM, CVX |
13F-HR |
7/24/2020, 01:46 PM |
Q1 2020 |
174 |
$168M |
+$10.7M |
-$6.05M |
+$4.62M |
PS, SPY, IVV, DBEF, CVX, IWM |
13F-HR |
5/7/2020, 01:27 PM |
Q4 2019 |
249 |
$228M |
+$9.53M |
-$7.48M |
+$2.05M |
PS, SPY, IVV, DBEF, CVX, IWM |
13F-HR |
2/5/2020, 11:42 AM |
Q3 2019 |
212 |
$218M |
+$3.74M |
-$16.8M |
-$13.1M |
PS, SPY, IVV, DBEF, CVX, IWM |
13F-HR |
11/5/2019, 05:55 PM |
Q2 2019 |
298 |
$308M |
+$31.2M |
-$34.8M |
-$3.62M |
PS, SPY, IVV, CVX, DBEF, IWM |
13F-HR |
8/9/2019, 01:51 PM |
Q1 2019 |
243 |
$318M |
+$4.12M |
-$84M |
-$79.9M |
PS, CVX, SPY, IVV, DBEF, MDY |
13F-HR |
5/9/2019, 08:14 PM |
Q4 2018 |
225 |
$316M |
+$218M |
-$2.79M |
+$215M |
PS, SPY, CVX, IVV, DBEF, MDY |
13F-HR |
2/5/2019, 11:34 AM |
Q3 2018 |
233 |
$118M |
+$12M |
-$3.92M |
+$8.03M |
CVX, IVV, SPY, DBEF, MDY, EFA |
13F-HR |
11/13/2018, 09:23 AM |
Q2 2018 |
253 |
$108M |
+$9.04M |
-$3.6M |
+$5.45M |
CVX, SPY, IVV, DBEF, MDY, IWM |
13F-HR |
8/7/2018, 01:24 PM |
Q1 2018 |
269 |
$102M |
+$6.48M |
-$1.61M |
+$4.87M |
CVX, SPY, IVV, DBEF, MDY, IWM |
13F-HR |
5/7/2018, 02:52 PM |
Q4 2017 |
266 |
$102M |
|
|
|
CVX, SPY, IVV, DBEF, MDY, IWM |
13F-HR |
2/9/2018, 12:23 PM |