| Q2 2024 |
61 |
$94.8M |
+$14.2M |
-$5.1M |
+$9.15M |
VOO, VTV, SPY, VUG, AAPL
|
13F-HR |
8/13/2024, 05:31 PM |
| Q1 2024 |
61 |
$83M |
+$3.97M |
-$5.08M |
-$1.11M |
VOO, VTV, VUG, AAPL, MSFT
|
13F-HR |
5/14/2024, 04:48 PM |
| Q4 2023 |
59 |
$78M |
+$2.11M |
-$5.22M |
-$3.12M |
VOO, VTV, VUG, AAPL, MSFT
|
13F-HR |
2/14/2024, 05:57 PM |
| Q3 2023 |
57 |
$73.1M |
+$3.68M |
-$1.05M |
+$2.63M |
VOO, VTV, VUG, AAPL, MSFT
|
13F-HR |
11/13/2023, 04:52 PM |
| Q2 2023 |
57 |
$74.1M |
+$2.96M |
-$1.24M |
+$1.72M |
VOO, VTV, VUG, AAPL, MSFT
|
13F-HR |
8/14/2023, 12:12 PM |
| Q1 2023 |
57 |
$67.7M |
+$2.65M |
-$27M |
-$24.4M |
VOO, VTV, VUG, AAPL, VOT
|
13F-HR |
5/12/2023, 03:00 PM |
| Q4 2022 |
57 |
$87M |
+$5.21M |
-$18.4M |
-$13.2M |
SPY, VOO, VTV, VUG, AAPL
|
13F-HR |
2/14/2023, 04:26 PM |
| Q3 2022 |
59 |
$93M |
+$19.3M |
-$38.3M |
-$19.1M |
SPY, VOO, VTV, VUG, AAPL
|
13F-HR |
11/14/2022, 01:55 PM |
| Q1 2022 |
51 |
$131M |
+$11.6M |
-$16.9M |
-$5.39M |
SPY, VOO, AAPL, VTV, VUG
|
13F-HR |
5/13/2022, 10:58 AM |
| Q4 2021 |
50 |
$140M |
+$11.7M |
-$2.15M |
+$9.54M |
SPY, VOO, AAPL, VTV, VUG
|
13F-HR |
2/10/2022, 04:27 PM |
| Q3 2021 |
47 |
$116M |
+$9.38M |
-$6.23M |
+$3.15M |
VOO, SPY, VTV, AAPL, IWP
|
13F-HR |
11/12/2021, 01:41 PM |
| Q2 2021 |
62 |
$127M |
+$5.07M |
-$3.17M |
+$1.9M |
SPY, VOO, VTV, IWP, IWO
|
13F-HR |
8/9/2021, 04:37 PM |
| Q1 2021 |
59 |
$93.7M |
$0 |
$0 |
|
SPY, VTV, IWP, AAPL, VUG
|
13F-HR |
5/17/2021, 03:25 PM |
| Q2 2020 |
21 |
$36.5M |
$0 |
$0 |
|
VOO, VUG, VOT, MSFT, IBM
|
13F-HR |
8/12/2022, 03:11 PM |