Q3 2024 |
83 |
$245M |
+$21.1M |
-$18.9M |
+$2.24M |
MSFT, GSLC, IEFA, AAPL, SCHM
|
13F-HR |
10/23/2024, 05:14 PM |
Q2 2024 |
82 |
$234M |
+$27.3M |
-$26M |
+$1.34M |
MSFT, GSLC, IEFA, AAPL, SCHM
|
13F-HR |
7/23/2024, 09:55 PM |
Q1 2024 |
75 |
$229M |
+$31.2M |
-$19.7M |
+$11.4M |
GSLC, MSFT, IEFA, MBB, QUAL
|
13F-HR |
4/15/2024, 09:13 PM |
Q4 2023 |
77 |
$205M |
+$14.9M |
-$17.3M |
-$2.42M |
MSFT, GSLC, IEFA, MBB, AAPL
|
13F-HR |
1/18/2024, 09:42 AM |
Q3 2023 |
73 |
$186M |
+$7.97M |
-$9.83M |
-$1.86M |
GSLC, MSFT, IEFA, AAPL, UNH
|
13F-HR |
11/2/2023, 09:15 PM |
Q2 2023 |
74 |
$195M |
+$20.2M |
-$9.68M |
+$10.5M |
GSLC, MSFT, IEFA, AAPL, UNH
|
13F-HR |
7/26/2023, 08:40 PM |
Q1 2023 |
71 |
$172M |
+$16.8M |
-$13.4M |
+$3.36M |
GSLC, MSFT, IEFA, UNH, AAPL
|
13F-HR |
4/20/2023, 09:42 PM |
Q4 2022 |
68 |
$163M |
+$17.4M |
-$14.3M |
+$3.12M |
GSLC, MSFT, UNH, IEFA, QUAL
|
13F-HR |
1/19/2023, 09:09 PM |
Q3 2022 |
62 |
$149M |
+$19.4M |
-$15.7M |
+$3.74M |
GSLC, MSFT, UNH, AAPL, IEFA
|
13F-HR |
10/24/2022, 03:40 PM |
Q2 2022 |
70 |
$155M |
+$18M |
-$23.4M |
-$5.46M |
GSLC, MSFT, AAPL, UNH, IEFA
|
13F-HR |
7/21/2022, 08:32 PM |
Q1 2022 |
66 |
$192M |
+$13.8M |
-$17.1M |
-$3.39M |
GSLC, MSFT, AAPL, IEFA, QUAL
|
13F-HR |
4/18/2022, 08:11 PM |
Q4 2021 |
74 |
$208M |
+$15.2M |
-$10.4M |
+$4.82M |
GSLC, MSFT, AAPL, IEFA, QUAL
|
13F-HR |
1/21/2022, 07:12 PM |
Q3 2021 |
66 |
$186M |
+$17.6M |
-$5.89M |
+$11.7M |
GSLC, MSFT, AAPL, IEFA, QUAL
|
13F-HR |
10/18/2021, 10:49 AM |
Q2 2021 |
59 |
$175M |
+$14.4M |
-$11.2M |
+$3.22M |
GSLC, MSFT, AAPL, QUAL, IEFA
|
13F-HR |
7/21/2021, 08:11 PM |
Q1 2021 |
59 |
$160M |
+$14M |
-$14.4M |
-$375K |
GSLC, MSFT, AAPL, QUAL, IEFA
|
13F-HR |
4/20/2021, 03:19 PM |
Q4 2020 |
54 |
$152M |
+$13.8M |
-$13.6M |
+$195K |
GSLC, AAPL, MSFT, QUAL, IEFA
|
13F-HR |
2/5/2021, 05:28 PM |
Q3 2020 |
55 |
$136M |
+$20.7M |
-$12.6M |
+$8.03M |
GSLC, MSFT, AAPL, QUAL, SCHM
|
13F-HR |
11/3/2020, 09:26 PM |
Q2 2020 |
49 |
$125M |
+$12M |
-$9.03M |
+$2.98M |
GSLC, MSFT, AAPL, SCHP, QUAL
|
13F-HR |
7/22/2020, 04:48 PM |
Q1 2020 |
44 |
$105M |
+$16.3M |
-$21.1M |
-$4.78M |
GSLC, MSFT, QUAL, AAPL, SCHP
|
13F-HR |
4/16/2020, 11:49 AM |
Q4 2019 |
50 |
$129M |
+$12M |
-$10.3M |
+$1.74M |
GSLC, QUAL, MSFT, AAPL, JPM
|
13F-HR |
1/16/2020, 06:42 PM |
Q3 2019 |
49 |
$118M |
+$10M |
-$7.84M |
+$2.17M |
QUAL, MSFT, AAPL, GSLC, SPY
|
13F-HR |
11/5/2019, 03:03 PM |
Q2 2019 |
47 |
$114M |
+$14.1M |
-$14.8M |
-$756K |
MSFT, QUAL, SPY, GSLC, AAPL
|
13F-HR |
7/12/2019, 05:03 PM |
Q1 2019 |
46 |
$111M |
+$15.1M |
-$22.4M |
-$7.36M |
MSFT, SPY, AAPL, SCHP, SCHO
|
13F-HR |
4/11/2019, 04:24 PM |
Q4 2018 |
50 |
$108M |
+$26.7M |
-$22.8M |
+$3.87M |
MSFT, SPY, VTIP, SCHP, JPM
|
13F-HR |
1/22/2019, 05:16 PM |
Q3 2018 |
48 |
$120M |
+$14.2M |
-$9.3M |
+$4.86M |
MSFT, SCHX, TXT, AAPL, SCHP
|
13F-HR |
10/9/2018, 08:54 PM |
Q2 2018 |
44 |
$108M |
+$29M |
-$31.5M |
-$2.49M |
MSFT, TXT, SCHP, VTIP, SCHB
|
13F-HR |
7/26/2018, 04:03 PM |
Q1 2018 |
51 |
$107M |
+$22M |
-$26.1M |
-$4.12M |
SCHP, MSFT, TXT, SCHB, SCHV
|
13F-HR |
4/12/2018, 09:05 AM |
Q4 2017 |
50 |
$117M |
+$15M |
-$15.8M |
-$742K |
SCHP, MSFT, TXT, FLRN, SCHA
|
13F-HR |
2/6/2018, 08:17 AM |
Q3 2017 |
45 |
$111M |
+$12.3M |
-$15.5M |
-$3.14M |
SCHP, MSFT, TXT, SCHB, NXPI
|
13F-HR |
10/18/2017, 09:18 AM |
Q2 2017 |
49 |
$113M |
+$13.5M |
-$13.5M |
+$37.5K |
SCHP, MSFT, GE, SCHB, JNJ
|
13F-HR |
7/25/2017, 09:07 AM |
Q1 2017 |
52 |
$110M |
+$21.2M |
-$18.2M |
+$2.98M |
SCHP, MSFT, GE, SCHB, JNJ
|
13F-HR |
5/10/2017, 04:16 PM |
Q4 2016 |
51 |
$104M |
$0 |
$0 |
|
MSFT, SCHP, GE, CSX, JNJ
|
13F-HR |
3/24/2017, 10:31 AM |