Q2 2024 |
2,023 |
$5.86B |
+$3.83B |
-$8.26M |
+$3.82B |
VOO, IVV, IWF, AAPL, VO
|
13F-HR |
8/9/2024, 06:38 PM |
Q1 2024 |
1,540 |
$2.01B |
+$110M |
-$72M |
+$37.7M |
VOO, AAPL, VO, JEPI, MSFT
|
13F-HR |
5/14/2024, 01:09 PM |
Q4 2023 |
1,513 |
$1.88B |
+$124M |
-$98.1M |
+$25.4M |
VOO, AAPL, JEPI, VO, MSFT
|
13F-HR |
2/12/2024, 11:04 AM |
Q3 2023 |
1,476 |
$1.63B |
$0 |
$0 |
|
VOO, AAPL, JEPI, VO, MSFT
|
New Holdings |
11/13/2023, 09:44 AM |
Q3 2023 |
1,521 |
$1.69B |
+$123M |
-$18.8M |
+$104M |
VOO, AAPL, JEPI, VO, MSFT
|
13F-HR |
11/7/2023, 01:24 PM |
Q2 2023 |
1,372 |
$1.65B |
+$228M |
-$35.7M |
+$192M |
VOO, AAPL, VO, JEPI, MSFT
|
13F-HR |
8/7/2023, 09:40 AM |
Q1 2023 |
1,365 |
$1.37B |
+$79.3M |
-$46.2M |
+$33.1M |
VOO, AAPL, VO, MSFT, JEPI
|
13F-HR |
5/9/2023, 09:32 AM |
Q4 2022 |
1,308 |
$1.28B |
+$135M |
-$30.9M |
+$105M |
VOO, VO, AAPL, JEPI, MSFT
|
13F-HR |
2/14/2023, 09:37 AM |
Q3 2022 |
1,234 |
$1.09B |
+$72M |
-$176M |
-$104M |
VOO, AAPL, VO, MSFT, JEPI
|
13F-HR |
11/14/2022, 06:47 PM |
Q2 2022 |
1,262 |
$1.28B |
+$90.6M |
-$23.7M |
+$66.8M |
VOO, AAPL, ILCG, MSFT, VO
|
13F-HR |
8/12/2022, 03:27 PM |
Q1 2022 |
1,360 |
$1.47B |
+$107M |
-$18.8M |
+$88.1M |
VOO, AAPL, ILCG, VO, MSFT
|
13F-HR |
5/4/2022, 10:24 AM |
Q4 2021 |
1,253 |
$1.47B |
+$67.1M |
-$67M |
+$51.9K |
VOO, ILCG, AAPL, QLD, VO
|
13F-HR |
2/14/2022, 11:00 AM |
Q3 2021 |
1,276 |
$1.34B |
+$70.9M |
-$25.1M |
+$45.8M |
VOO, ILCG, VO, AAPL, QLD
|
13F-HR |
11/12/2021, 04:56 PM |
Q2 2021 |
1,247 |
$1.3B |
+$109M |
-$39.8M |
+$69.3M |
VOO, ILCG, AAPL, VO, MSFT
|
13F-HR |
8/12/2021, 03:25 PM |
Q1 2021 |
1,108 |
$1.2B |
+$55.3M |
-$22.2M |
+$33.1M |
VOO, QQQ, ILCG, VO, AAPL
|
13F-HR |
5/14/2021, 11:39 AM |
Q4 2020 |
978 |
$1.1B |
+$75.6M |
-$30.5M |
+$45.1M |
VOO, QQQ, AAPL, ILCG, VO
|
13F-HR |
2/11/2021, 11:46 AM |
Q3 2020 |
881 |
$933M |
+$82.3M |
-$49M |
+$33.4M |
VOO, QQQ, ILCG, AAPL, VO
|
13F-HR |
11/12/2020, 03:33 PM |
Q2 2020 |
781 |
$865M |
+$76.3M |
-$27.7M |
+$48.6M |
VOO, AAPL, QQQ, VO, ILCG
|
13F-HR |
8/11/2020, 10:14 AM |
Q1 2020 |
766 |
$684M |
+$68.2M |
-$29.5M |
+$38.7M |
VOO, VO, QQQ, AAPL, ILCG
|
13F-HR |
5/14/2020, 12:31 PM |
Q4 2019 |
282 |
$824M |
+$31.9M |
-$13.4M |
+$18.4M |
VOO, VO, AAPL, MDY, JPM
|
13F-HR |
2/11/2020, 04:42 PM |
Q3 2019 |
266 |
$747M |
+$20M |
-$33.6M |
-$13.6M |
VOO, VO, MDY, ILCG, QQQ
|
13F-HR |
11/12/2019, 03:57 PM |
Q2 2019 |
275 |
$751M |
+$46M |
-$33.7M |
+$12.3M |
VOO, VO, MDY, ILCG, JPM
|
13F-HR |
8/8/2019, 05:17 PM |
Q1 2019 |
257 |
$725M |
+$32.5M |
-$33.4M |
-$874K |
VOO, VO, MDY, ILCG, SDY
|
13F-HR |
5/14/2019, 10:27 AM |
Q4 2018 |
244 |
$642M |
+$82.4M |
-$62.2M |
+$20.2M |
VOO, VO, MDY, JPM, SDY
|
13F-HR |
2/8/2019, 06:06 PM |
Q3 2018 |
228 |
$729M |
+$28.5M |
-$14.6M |
+$13.9M |
VOO, FCEA, VO, CVIAQ, MDY
|
13F-HR |
11/13/2018, 08:38 AM |
Q2 2018 |
220 |
$701M |
+$84.4M |
-$91.8M |
-$7.45M |
VOO, CVIAQ, FCEA, VO, MDY
|
13F-HR |
8/7/2018, 04:43 PM |
Q1 2018 |
221 |
$690M |
+$38.3M |
-$54.5M |
-$16.2M |
VOO, FMSA, FCEA, VO, MDY
|
13F-HR |
5/14/2018, 03:18 PM |
Q4 2017 |
223 |
$738M |
+$16.8M |
-$89.1M |
-$72.3M |
VOO, FMSA, FCEA, VO, MDY
|
13F-HR |
2/9/2018, 01:12 PM |
Q3 2017 |
249 |
$768M |
+$61.1M |
-$12.1M |
+$49M |
VOO, FMSA, FCEA, VO, IVV
|
13F-HR |
11/9/2017, 04:08 PM |
Q2 2017 |
234 |
$685M |
+$41.5M |
-$17.2M |
+$24.3M |
VOO, FMSA, FCEA, VO, IVV
|
13F-HR |
8/3/2017, 03:46 PM |
Q1 2017 |
219 |
$688M |
+$103M |
-$9.64M |
+$93.7M |
FMSA, VOO, VO, FCEA, IVV
|
13F-HR |
5/11/2017, 06:48 PM |
Q4 2016 |
206 |
$618M |
$0 |
$0 |
|
FMSA, VOO, VO, IVV, XOM
|
13F-HR |
2/10/2017, 02:25 PM |