Q2 2024 |
139 |
$206M |
+$15.2M |
-$3.44M |
+$11.8M |
IVV, VOO, ITOT, QQQ, NOBL
|
13F-HR |
7/26/2024, 02:37 PM |
Q1 2024 |
131 |
$189M |
+$9.55M |
-$1.31M |
+$8.24M |
IVV, ITOT, QQQ, NOBL, VOO
|
13F-HR |
5/1/2024, 04:52 PM |
Q4 2023 |
126 |
$174M |
+$3.21M |
-$8.17M |
-$4.96M |
IVV, ITOT, QQQ, NOBL, VOO
|
13F-HR |
2/21/2024, 10:51 AM |
Q3 2023 |
125 |
$163M |
+$2.39M |
-$8.41M |
-$6.02M |
IVV, NOBL, ITOT, QQQ, VOO
|
13F-HR |
11/14/2023, 04:49 PM |
Q2 2023 |
129 |
$177M |
+$6.19M |
-$3.63M |
+$2.56M |
IVV, NOBL, ITOT, QQQ, ORCL
|
13F-HR |
8/4/2023, 02:18 PM |
Q1 2023 |
128 |
$165M |
+$1.8M |
-$5.08M |
-$3.28M |
IVV, NOBL, ITOT, QQQ, ORCL
|
13F-HR |
5/12/2023, 12:01 PM |
Q4 2022 |
131 |
$162M |
+$26.6M |
-$26.4M |
+$224K |
IVV, NOBL, ITOT, QQQ, FUTY
|
13F-HR |
2/13/2023, 04:57 PM |
Q3 2022 |
122 |
$150M |
+$26.7M |
-$28.3M |
-$1.61M |
IVV, NOBL, ITOT, QQQ, FUTY
|
13F-HR |
11/3/2022, 03:22 PM |
Q2 2022 |
126 |
$161M |
+$6.12M |
-$10.2M |
-$4.1M |
IVV, NOBL, ITOT, QQQ, FUTY
|
13F-HR |
8/2/2022, 02:00 PM |
Q1 2022 |
142 |
$191M |
+$13.3M |
-$14.3M |
-$1.01M |
IVV, NOBL, QQQ, ITOT, FUTY
|
13F-HR |
5/2/2022, 01:41 PM |
Q4 2021 |
146 |
$202M |
+$18.7M |
-$6.23M |
+$12.5M |
IVV, QQQ, NOBL, ITOT, IJH
|
13F-HR |
2/3/2022, 04:28 PM |
Q3 2021 |
156 |
$173M |
+$12.2M |
-$10.1M |
+$2.06M |
IVV, QQQ, ITOT, NOBL, IJH
|
13F-HR |
11/12/2021, 02:13 PM |
Q2 2021 |
163 |
$172M |
+$6.34M |
-$8.35M |
-$2.01M |
IVV, QQQ, NOBL, ITOT, IJH
|
13F-HR |
8/12/2021, 01:20 PM |
Q1 2021 |
156 |
$164M |
+$9.04M |
-$23.5M |
-$14.4M |
IVV, QQQ, NOBL, ITOT, IJH
|
13F-HR |
4/6/2021, 02:22 PM |
Q4 2020 |
149 |
$168M |
+$9.88M |
-$7.88M |
+$2M |
IVV, QQQ, ITOT, NOBL, JNJ
|
13F-HR |
2/5/2021, 04:28 PM |
Q3 2020 |
114 |
$132M |
+$8.81M |
-$4.71M |
+$4.09M |
IVV, QQQ, NOBL, JNJ, FUTY
|
13F-HR |
11/12/2020, 04:59 PM |
Q2 2020 |
131 |
$140M |
+$2.24M |
-$920K |
+$1.32M |
IVV, FUTY, QQQ, NOBL, JNJ
|
13F-HR |
8/26/2020, 05:16 PM |
Q1 2020 |
124 |
$119M |
+$11.4M |
-$14M |
-$2.64M |
IVV, FUTY, JNJ, QQQ, NOBL
|
13F-HR |
4/20/2020, 03:45 PM |
Q4 2019 |
135 |
$150M |
+$7.09M |
-$1.04M |
+$6.05M |
IVV, NOBL, JNJ, QQQ, PEP
|
13F-HR |
2/5/2020, 11:58 AM |
Q3 2019 |
128 |
$135M |
+$2.17M |
-$2.62M |
-$450K |
IVV, NOBL, JNJ, PEP, QQQ
|
13F-HR |
11/6/2019, 04:20 PM |
Q2 2019 |
128 |
$133M |
+$12.2M |
-$8.14M |
+$4.01M |
IVV, NOBL, JNJ, QQQ, PEP
|
13F-HR |
8/14/2019, 09:54 AM |
Q1 2019 |
133 |
$126M |
+$25.8M |
-$3.51M |
+$22.3M |
IVV, NOBL, JNJ, QQQ, PEP
|
Restatement |
5/13/2019, 06:01 PM |
Q4 2018 |
112 |
$93.3M |
+$9.99M |
-$13.8M |
-$3.78M |
IVV, JNJ, NOBL, PEP, QQQ
|
13F-HR |
2/13/2019, 11:43 AM |
Q3 2018 |
118 |
$112M |
+$8.71M |
-$22.5M |
-$13.8M |
IVV, JNJ, QQQ, NOBL, PEP
|
13F-HR |
10/9/2018, 11:16 AM |
Q1 2018 |
119 |
$116M |
+$16.2M |
-$14.4M |
+$1.82M |
IVV, JNJ, QQQXXXX, NOBL, IWF
|
13F-HR |
4/24/2018, 05:04 PM |
Q4 2017 |
124 |
$118M |
+$3.63M |
-$5.88M |
-$2.25M |
IVV, JNJ, PEP, NOBL, IWF
|
13F-HR |
2/22/2018, 10:51 AM |
Q3 2017 |
128 |
$114M |
+$30.4M |
-$22.4M |
+$8.06M |
IVV, DVY, JNJ, PEP, IWF
|
13F-HR |
11/17/2017, 03:39 PM |
Q2 2017 |
109 |
$89.5M |
+$12M |
-$15.9M |
-$3.83M |
IWM, IVV, JNJ, DVY, PEP
|
13F-HR |
7/11/2017, 02:23 PM |
Q1 2017 |
119 |
$108M |
+$2.67M |
-$3.23M |
-$557K |
IVV, IWM, DVY, JNJ, PEP
|
13F-HR |
4/6/2017, 05:24 PM |
Q4 2016 |
126 |
$104M |
$0 |
$0 |
|
IVV, IWM, DVY, JNJ, PEP
|
13F-HR |
2/13/2017, 12:25 PM |