Q3 2024 |
298 |
$1.14B |
+$118M |
-$62.1M |
+$55.9M |
VOO, IVV, IWD, FNDF, IWR
|
13F-HR |
11/12/2024, 03:51 PM |
Q2 2024 |
294 |
$1.02B |
+$183M |
-$72.8M |
+$110M |
VOO, IVV, IWD, FNDF, IWR
|
13F-HR |
8/7/2024, 11:31 AM |
Q1 2024 |
277 |
$915M |
+$113M |
-$63.5M |
+$49.9M |
VOO, IVV, IWD, IWR, AAPL
|
13F-HR |
5/1/2024, 04:50 PM |
Q4 2023 |
261 |
$815M |
+$85.4M |
-$64.5M |
+$21M |
VOO, IVV, IWD, IWR, AAPL
|
13F-HR |
2/12/2024, 04:56 PM |
Q3 2023 |
254 |
$728M |
+$61.8M |
-$84.8M |
-$23M |
VOO, IVV, IWD, IWR, VB
|
13F-HR |
11/14/2023, 07:37 PM |
Q2 2023 |
269 |
$775M |
+$95M |
-$90.7M |
+$4.32M |
VOO, IVV, IWD, GXC, IWR
|
13F-HR |
8/11/2023, 06:53 PM |
Q1 2023 |
262 |
$737M |
+$596M |
-$20.7M |
+$575M |
IVV, VOO, IWD, SHY, XLK
|
13F-HR |
5/11/2023, 03:12 PM |
Q4 2022 |
110 |
$152M |
+$22M |
-$65.7M |
-$43.7M |
AAPL, MSFT, AMZN, AME, ORAN
|
13F-HR |
2/10/2023, 02:27 PM |
Q3 2022 |
200 |
$189M |
+$25.6M |
-$17.1M |
+$8.42M |
AAPL, AMZN, MSFT, AME, TSLA
|
13F-HR |
11/8/2022, 12:07 PM |
Q2 2022 |
213 |
$196M |
+$181M |
-$110M |
+$70.4M |
AAPL, MSFT, AMZN, AME, XLE
|
13F-HR |
7/27/2022, 11:30 AM |
Q1 2022 |
74 |
$139M |
+$114M |
-$808M |
-$694M |
META, PTON, SPSB, GTEK, AAPL
|
Restatement |
5/11/2022, 03:15 PM |
Q4 2021 |
541 |
$837M |
+$167M |
-$66.5M |
+$100M |
VOO, IVV, XLV, AAPL, AGG
|
13F-HR |
2/10/2022, 03:06 PM |
Q3 2021 |
466 |
$696M |
+$91M |
-$57.2M |
+$33.8M |
VOO, IVV, XLV, AGG, VB
|
13F-HR |
10/20/2021, 03:57 PM |
Q2 2021 |
472 |
$674M |
+$144M |
-$56.5M |
+$87.4M |
VOO, IVV, XLV, AGG, VB
|
13F-HR |
8/6/2021, 11:05 AM |
Q1 2021 |
413 |
$557M |
+$124M |
-$38.6M |
+$85.5M |
FTSM, VOO, IVV, XLV, AGG
|
Restatement |
6/30/2021, 10:11 AM |
Q4 2020 |
365 |
$455M |
+$122M |
-$13.9M |
+$109M |
FTSM, VOO, XLV, IVV, AAPL
|
13F-HR |
2/3/2021, 09:55 AM |
Q3 2020 |
328 |
$311M |
+$52.5M |
-$17.4M |
+$35.2M |
VOO, IVV, FTSM, AAPL, AMZN
|
13F-HR |
11/12/2020, 10:21 AM |
Q2 2020 |
296 |
$264M |
+$52.4M |
-$12.8M |
+$39.5M |
FTSM, IVV, AAPL, BND, AMZN
|
13F-HR |
8/12/2020, 10:32 AM |
Q1 2020 |
249 |
$188M |
+$37.3M |
-$55.4M |
-$18.2M |
IVV, BND, AAPL, AMZN, IJH
|
13F-HR |
4/30/2020, 11:27 AM |
Q4 2019 |
305 |
$245M |
+$83.7M |
-$9.09M |
+$74.6M |
IVV, AAPL, VTV, AMZN, IEFA
|
13F-HR |
1/24/2020, 12:14 PM |
Q3 2019 |
255 |
$160M |
+$26.3M |
-$22.4M |
+$3.88M |
AAPL, AMZN, AGG, VTV, VIG
|
13F-HR |
11/12/2019, 01:46 PM |
Q2 2019 |
239 |
$156M |
+$32.7M |
-$11.2M |
+$21.5M |
IVV, AGG, AAPL, AMZN, VIG
|
Restatement |
7/17/2019, 12:07 PM |
Q1 2019 |
226 |
$131M |
+$25M |
-$9.34M |
+$15.7M |
AAPL, AMZN, IVV, IVW, VIG
|
13F-HR |
4/5/2019, 01:49 PM |
Q4 2018 |
199 |
$104M |
+$9.1M |
-$21.6M |
-$12.5M |
AAPL, AMZN, QQQ, IVW, CFO
|
13F-HR |
1/15/2019, 04:20 PM |
Q3 2018 |
235 |
$135M |
+$19.1M |
-$6.6M |
+$12.5M |
AAPL, AMZN, QQQ, ADME, IVV
|
13F-HR |
10/3/2018, 02:58 PM |
Q2 2018 |
220 |
$116M |
+$21.8M |
-$12.7M |
+$9.08M |
AAPL, AMZN, IVV, ADME, QQQ
|
13F-HR |
7/23/2018, 04:45 PM |
Q1 2018 |
209 |
$105M |
+$19.1M |
-$10.2M |
+$8.94M |
AAPL, AMZN, IVV, VEU, ADME
|
13F-HR |
4/19/2018, 11:15 AM |
Q4 2017 |
195 |
$95.8M |
+$20.1M |
-$7.91M |
+$12.2M |
AAPL, VEU, ADME, PFF, IVV
|
13F-HR |
2/9/2018, 11:27 AM |
Q3 2017 |
166 |
$80.2M |
+$12.3M |
-$258M |
-$245M |
AAPL, PFF, ADME, VEU, IVV
|
Restatement |
11/14/2017, 10:20 AM |
Q2 2017 |
374 |
$320M |
+$280M |
-$4.25M |
+$276M |
T, AAPL, JNJ, XOM, UPS
|
13F-HR |
8/31/2017, 04:06 PM |
Q1 2017 |
60 |
$42.8M |
+$16.8K |
-$12.6M |
-$12.6M |
T, VZ, CVX, CAPD, XOM
|
13F-HR |
5/9/2017, 04:04 PM |
Q4 2016 |
78 |
$57.3M |
+$17.5M |
-$4.4M |
+$13.1M |
T, VZ, CVX, CAPD, XOM
|
13F-HR |
2/13/2017, 04:16 PM |
Q3 2016 |
66 |
$44.5M |
$0 |
$0 |
|
T, VZ, CVX, PFF, JNJ
|
Restatement |
2/13/2017, 04:13 PM |