Q2 2024 |
503 |
$1.23B |
+$149M |
-$51.4M |
+$97.7M |
AAPL, SPLG, MSFT, NVDA, AGG
|
13F-HR |
8/14/2024, 06:00 PM |
Q1 2024 |
496 |
$1.14B |
+$164M |
-$116M |
+$48M |
SPLG, MSFT, AAPL, NVDA, AGG
|
13F-HR |
5/15/2024, 04:35 PM |
Q4 2023 |
490 |
$1B |
+$77.7M |
-$44.5M |
+$33.3M |
AAPL, MSFT, SPLG, GOOGL, AGG
|
13F-HR |
2/13/2024, 06:43 PM |
Q3 2023 |
452 |
$904M |
+$160M |
-$131M |
+$29.8M |
AAPL, MSFT, SPLG, AGG, GOOGL
|
13F-HR |
11/14/2023, 02:25 PM |
Q2 2023 |
450 |
$901M |
+$140M |
-$213M |
-$73.3M |
AAPL, SPLG, MSFT, USMV, AGG
|
13F-HR |
8/14/2023, 08:42 AM |
Q1 2023 |
469 |
$940M |
+$155M |
-$90.4M |
+$64.6M |
BIL, BSV, AAPL, MSFT, SPLG
|
13F-HR |
5/10/2023, 05:12 PM |
Q4 2022 |
458 |
$850M |
+$72.9M |
-$54.2M |
+$18.7M |
BSV, BIL, AAPL, SPLG, AGG
|
13F-HR |
2/16/2023, 06:50 PM |
Q3 2022 |
454 |
$778M |
+$114M |
-$91.4M |
+$23.1M |
BSV, BIL, AAPL, AGG, SPLG
|
13F-HR |
11/14/2022, 05:51 PM |
Q2 2022 |
465 |
$805M |
+$173M |
-$139M |
+$33M |
BSV, AAPL, AGG, BIL, MSFT
|
13F-HR |
8/5/2022, 01:51 PM |
Q1 2022 |
440 |
$859M |
+$150M |
-$86M |
+$64.4M |
AAPL, MSFT, AGG, SPLG, SHY
|
13F-HR |
5/10/2022, 02:59 PM |
Q4 2021 |
427 |
$780M |
$0 |
$0 |
|
AAPL, MSFT, IWM, SPLG, SHY
|
13F-HR |
3/1/2022, 02:57 PM |