| Q2 2024 |
3,286 |
$2.96B |
+$267M |
-$133M |
+$134M |
QQQ, VOO, CALF, UCON, SCHD
|
13F-HR |
7/26/2024, 02:01 PM |
| Q1 2024 |
3,211 |
$2.82B |
+$341M |
-$71.7M |
+$269M |
VOO, QQQ, CALF, UCON, SCHD
|
13F-HR |
7/22/2024, 02:46 PM |
| Q4 2023 |
3,127 |
$2.42B |
+$317M |
-$81.2M |
+$236M |
VOO, QQQ, CALF, UCON, SCHD
|
13F-HR |
2/16/2024, 09:49 AM |
| Q3 2023 |
2,995 |
$1.99B |
+$238M |
-$183M |
+$54.9M |
QQQ, VOO, CALF, UCON, AAPL
|
13F-HR |
11/15/2023, 04:19 PM |
| Q2 2023 |
3,025 |
$2.02B |
+$234M |
-$128M |
+$106M |
QQQ, VOO, IJR, AAPL, UCON
|
13F-HR |
8/14/2023, 05:58 PM |
| Q1 2023 |
2,995 |
$1.83B |
+$222M |
-$97.7M |
+$125M |
QQQ, VOO, IJR, UCON, AAPL
|
13F-HR |
5/15/2023, 03:42 PM |
| Q4 2022 |
2,994 |
$1.64B |
+$295M |
-$150M |
+$145M |
VOO, IJR, QQQ, FTCS, FVD
|
13F-HR |
2/15/2023, 09:34 PM |
| Q3 2022 |
2,708 |
$1.45B |
$0 |
$0 |
|
VOO, QQQ, IJR, FVD, AAPL
|
13F-HR |
11/15/2022, 12:32 PM |
| Q2 2022 |
2,630 |
$1.48B |
+$312M |
-$182M |
+$130M |
VOO, QQQ, IJR, FVD, AAPL
|
13F-HR |
8/15/2022, 02:01 PM |
| Q4 2021 |
2,545 |
$1.68B |
+$100M |
-$1.74B |
-$1.64B |
VOO, QQQ, AAPL, FTCS, IJR
|
13F-HR |
2/15/2022, 05:44 PM |
| Q3 2021 |
3,584 |
$3.13B |
+$212M |
-$170M |
+$41.5M |
IJH, IJR, VOO, AAPL, IVE
|
13F-HR |
11/15/2021, 04:22 PM |
| Q2 2021 |
3,626 |
$3.14B |
+$444M |
-$230M |
+$213M |
IJH, IJR, VOO, AAPL, IVE
|
13F-HR |
8/16/2021, 04:14 PM |
| Q1 2021 |
3,478 |
$2.78B |
$0 |
$0 |
|
IJH, IJR, VOO, AAPL, PG
|
Restatement |
8/17/2021, 01:17 PM |