Q3 2024 |
75 |
$186M |
+$1.5M |
-$69.2M |
-$67.7M |
VOO, AAPL, IEFA, IWR, AGG
|
13F-HR |
11/14/2024, 10:19 AM |
Q2 2024 |
76 |
$244M |
+$64.2M |
-$5.63M |
+$58.6M |
VOO, NVDA, IEFA, AAPL, IWR
|
13F-HR |
8/15/2024, 10:25 AM |
Q1 2024 |
80 |
$221M |
+$17.4M |
-$15.5M |
+$1.91M |
VOO, NVDA, IEFA, AAPL, IWR
|
13F-HR |
5/13/2024, 03:45 PM |
Q4 2023 |
80 |
$188M |
+$23.3M |
-$32.5M |
-$9.19M |
VOO, NVDA, IWR, IEFA, AAPL
|
13F-HR |
2/8/2024, 04:02 PM |
Q3 2023 |
84 |
$181M |
+$13.3M |
-$6.39M |
+$6.93M |
VOO, NVDA, IWR, VTEB, IEFA
|
13F-HR |
11/14/2023, 03:22 PM |
Q2 2023 |
90 |
$180M |
+$13.6M |
-$7.4M |
+$6.18M |
VOO, NVDA, IWR, AAPL, VTEB
|
13F-HR |
8/9/2023, 04:39 PM |
Q1 2023 |
83 |
$160M |
+$19.2M |
-$15.3M |
+$3.88M |
VOO, NVDA, IWR, AAPL, IEFA
|
13F-HR |
5/11/2023, 04:05 PM |
Q4 2022 |
84 |
$143M |
+$15.9M |
-$9.37M |
+$6.49M |
VOO, IWR, NVDA, AAPL, VEA
|
13F-HR |
2/9/2023, 05:01 PM |
Q3 2022 |
73 |
$124M |
+$6.1M |
-$8.53M |
-$2.43M |
VOO, IWR, AAPL, NVDA, IWB
|
13F-HR |
11/3/2022, 04:19 PM |
Q2 2022 |
78 |
$132M |
+$8.24M |
-$13.2M |
-$4.96M |
VOO, IWR, AAPL, NVDA, IWB
|
13F-HR |
8/4/2022, 04:51 PM |
Q1 2022 |
81 |
$165M |
+$20.5M |
-$14.7M |
+$5.8M |
VOO, IWR, NVDA, AAPL, IEFA
|
13F-HR |
5/2/2022, 03:00 PM |
Q4 2021 |
85 |
$167M |
+$10.4M |
-$4.54M |
+$5.85M |
VOO, NVDA, IWR, AAPL, IWB
|
13F-HR |
2/7/2022, 05:21 PM |
Q3 2021 |
77 |
$143M |
+$23.8M |
-$7.73M |
+$16.1M |
VOO, IWR, NVDA, AAPL, IWB
|
13F-HR |
11/5/2021, 04:03 PM |
Q2 2021 |
76 |
$138M |
+$10.9M |
-$9.57M |
+$1.33M |
VOO, NVDA, IWR, AAPL, IWB
|
13F-HR |
8/6/2021, 03:18 PM |
Q1 2021 |
72 |
$124M |
+$50.9M |
-$6.45M |
+$44.4M |
VOO, IWR, NVDA, AAPL, IWB
|
13F-HR |
5/6/2021, 03:08 PM |
Q4 2020 |
49 |
$74.7M |
+$6.75M |
-$9.1M |
-$2.35M |
VOO, IWR, IWB, VEA, IVW
|
13F-HR |
2/12/2021, 02:25 PM |
Q3 2020 |
44 |
$71.2M |
+$2.52M |
-$2.91M |
-$394K |
VOO, IWR, VEA, IWB, IVW
|
13F-HR |
11/6/2020, 01:18 PM |
Q2 2020 |
44 |
$67.4M |
+$2.37M |
-$3.74M |
-$1.37M |
VOO, IWR, VEA, IWB, IVW
|
13F-HR |
8/3/2020, 02:37 PM |
Q1 2020 |
38 |
$56.8M |
+$18.7M |
-$15.7M |
+$2.97M |
VOO, IWR, VEA, IWB, IVW
|
13F-HR |
4/28/2020, 10:54 AM |
Q4 2019 |
53 |
$70.7M |
+$12.4M |
-$6.99M |
+$5.43M |
VOO, IWR, IEFA, GEL, IVW
|
13F-HR |
1/30/2020, 04:10 PM |
Q3 2019 |
45 |
$61.6M |
+$8.11M |
-$6.83M |
+$1.27M |
VOO, IJH, GEL, IEFA, IVW
|
13F-HR |
10/28/2019, 12:44 PM |
Q2 2019 |
56 |
$60M |
+$13.4M |
-$9.19M |
+$4.2M |
VOO, GEL, IJH, IEFA, EFA
|
13F-HR |
7/19/2019, 12:22 PM |
Q1 2019 |
56 |
$55M |
+$7.09M |
-$1.84M |
+$5.26M |
VOO, GEL, EFA, IVOO, IJH
|
13F-HR |
4/23/2019, 03:13 PM |
Q4 2018 |
51 |
$43.9M |
+$5.46M |
-$1.31M |
+$4.15M |
VOO, GEL, EFA, IVOO, IJH
|
13F-HR |
1/29/2019, 04:00 PM |
Q3 2018 |
48 |
$47.5M |
$0 |
$0 |
|
GEL, VOO, EFA, IVOO, PRF
|
New Holdings |
11/13/2018, 03:19 PM |
Q3 2018 |
48 |
$47.5M |
+$4.09M |
-$4.81M |
-$724K |
GEL, VOO, EFA, IVOO, PRF
|
13F-HR |
10/18/2018, 04:19 PM |
Q2 2018 |
51 |
$46.1M |
$0 |
$0 |
|
GEL, VOO, PRF, EFA, IVOO
|
New Holdings |
11/15/2018, 12:04 PM |
Q2 2018 |
51 |
$46.1M |
+$10.2M |
-$7.93M |
+$2.31M |
GEL, VOO, PRF, EFA, IVOO
|
13F-HR |
7/19/2018, 03:06 PM |
Q1 2018 |
47 |
$42.4M |
+$1.42M |
-$2.51M |
-$1.08M |
GEL, PRF, EFA, IVOO, IWN
|
13F-HR |
4/25/2018, 03:59 PM |
Q4 2017 |
48 |
$44.7M |
+$898K |
-$1.95M |
-$1.05M |
GEL, PRF, IVOO, EFA, IWN
|
13F-HR |
1/26/2018, 10:11 AM |
Q3 2017 |
48 |
$44.8M |
+$2.88M |
-$1.9M |
+$979K |
GEL, PRF, IVOO, EFA, AGG
|
13F-HR |
10/19/2017, 04:31 PM |
Q2 2017 |
43 |
$44.1M |
+$10.7M |
-$3.89M |
+$6.85M |
GEL, PRF, IVOO, EFA, AGG
|
13F-HR |
7/27/2017, 10:30 AM |
Q1 2017 |
27 |
$37.7M |
+$35.1K |
-$5.84M |
-$5.81M |
GEL, PRF, IVOO, EFA, AGG
|
13F-HR |
4/12/2017, 10:26 AM |
Q4 2016 |
29 |
$43.8M |
+$1.27M |
-$2.54M |
-$1.27M |
GEL, PRF, IVOO, EFA, IWN
|
13F-HR |
1/20/2017, 02:19 PM |
Q3 2016 |
29 |
$44.1M |
+$253K |
-$1.54M |
-$1.29M |
GEL, PRF, IVOO, EFA, AGG
|
13F-HR |
10/19/2016, 10:21 AM |
Q2 2016 |
29 |
$44.1M |
+$3.82M |
-$1.9M |
+$1.91M |
GEL, PRF, IVOO, EFA, AGG
|
13F-HR |
8/10/2016, 03:07 PM |
Q1 2016 |
29 |
$39.2M |
+$12.5M |
-$34.3M |
-$21.8M |
GEL, PRF, IVOO, EFA, IWN
|
13F-HR |
8/10/2016, 02:45 PM |
Q4 2015 |
40 |
$60.6M |
$0 |
-$62.6M |
-$62.6M |
EFA, PRF, IVOO, IWN, MGV
|
13F-HR |
1/6/2016, 09:57 AM |
Q3 2015 |
107 |
$119M |
+$14.4M |
-$30.1M |
-$15.7M |
EFA, IVOO, PRF, IWN, MGV
|
13F-HR |
10/2/2015, 12:43 PM |
Q2 2015 |
117 |
$149M |
+$4.12M |
-$34.8M |
-$30.7M |
EFA, PRF, IVOO, IWN, XOM
|
13F-HR |
7/2/2015, 01:22 PM |
Q1 2015 |
172 |
$180M |
+$6.28M |
-$14.6M |
-$8.27M |
EFA, PRF, IVOO, IWN, AMJ
|
13F-HR |
4/3/2015, 10:44 AM |
Q4 2014 |
174 |
$185M |
+$21.2M |
-$12.1M |
+$9.1M |
EFA, PRF, IVOO, IWN, AMJ
|
13F-HR |
1/6/2015, 12:58 PM |
Q3 2014 |
158 |
$175M |
+$25.5M |
-$4.65M |
+$20.9M |
EFA, PRF, IVOO, IWN, AMJ
|
13F-HR |
10/15/2014, 10:48 AM |
Q2 2014 |
148 |
$159M |
+$8.02M |
-$9.15M |
-$1.14M |
EFA, PRF, IVOO, AMJ, IWN
|
13F-HR |
7/22/2014, 12:11 PM |
Q1 2014 |
146 |
$156M |
+$39.8M |
-$14.5M |
+$25.3M |
EFA, IVOO, PRF, AMJ, IWN
|
13F-HR |
4/2/2014, 04:38 PM |
Q4 2013 |
137 |
$130M |
$0 |
$0 |
|
IVOO, EFA, AMJ, IWN, PRF
|
13F-HR |
1/6/2014, 12:30 PM |