Q3 2024 |
500 |
$164M |
+$16.5M |
-$9.92M |
+$6.56M |
BSV, IWM, IWB, VTI, VOO
|
13F-HR |
11/13/2024, 03:32 PM |
Q2 2024 |
477 |
$149M |
+$10.9M |
-$7.55M |
+$3.31M |
BSV, IWB, IWM, VTI, VOO
|
13F-HR |
8/12/2024, 06:50 PM |
Q1 2024 |
478 |
$147M |
+$12.1M |
-$8.89M |
+$3.24M |
IWB, IWM, VTI, VOO, BSV
|
13F-HR |
5/13/2024, 08:42 PM |
Q4 2023 |
491 |
$135M |
+$9.69M |
-$18.3M |
-$8.58M |
IWB, IWM, VOO, VTI, GVI
|
13F-HR |
2/13/2024, 05:33 PM |
Q3 2023 |
517 |
$131M |
+$15.2M |
-$16.1M |
-$922K |
IWB, IWM, VOO, VTI, GVI
|
13F-HR |
11/13/2023, 04:49 PM |
Q2 2023 |
503 |
$137M |
+$13.8M |
-$14.6M |
-$790K |
IWB, IWM, VOO, VTI, GVI
|
13F-HR |
8/11/2023, 08:00 PM |
Q1 2023 |
509 |
$132M |
+$13M |
-$13.9M |
-$887K |
IWB, IWM, VOO, VTI, GVI
|
13F-HR |
5/11/2023, 06:10 PM |
Q4 2022 |
489 |
$127M |
+$12.5M |
-$13.7M |
-$1.21M |
IWM, IWB, VOO, GVI, VTI
|
13F-HR |
2/10/2023, 04:18 PM |
Q3 2022 |
473 |
$121M |
+$17.9M |
-$16.8M |
+$1.14M |
IWM, IWB, VOO, GVI, VTI
|
13F-HR |
11/14/2022, 02:25 PM |
Q2 2022 |
484 |
$126M |
+$13.2M |
-$19.5M |
-$6.33M |
IWM, VOO, IWB, GVI, VTI
|
13F-HR |
8/12/2022, 04:46 PM |
Q1 2022 |
525 |
$153M |
+$20.2M |
-$19.3M |
+$984K |
VOO, IWB, IWM, VTI, GVI
|
13F-HR |
4/28/2022, 06:40 PM |
Q4 2021 |
538 |
$163M |
+$28.1M |
-$24M |
+$4.13M |
IWB, VOO, IWM, VTI, GVI
|
13F-HR |
2/11/2022, 05:26 PM |
Q3 2021 |
559 |
$151M |
+$15.6M |
-$17.2M |
-$1.53M |
IWB, IWM, VOO, BSV, VTI
|
13F-HR |
11/12/2021, 05:18 PM |
Q2 2021 |
560 |
$153M |
+$44.3M |
-$36.4M |
+$7.85M |
IWB, IWM, VOO, BND, VTI
|
13F-HR |
8/13/2021, 05:30 PM |
Q1 2021 |
499 |
$137M |
+$22.7M |
-$16.2M |
+$6.52M |
SCHX, BND, BSV, VOO, VTI
|
13F-HR |
5/13/2021, 07:23 PM |
Q4 2020 |
475 |
$122M |
+$18.4M |
-$18.4M |
+$2.85K |
BSV, VOO, SCHX, VTI, SCHA
|
13F-HR |
2/12/2021, 06:01 PM |
Q3 2020 |
449 |
$109M |
+$19.1M |
-$25.3M |
-$6.27M |
BSV, VOO, SCHX, VTI, VTIP
|
13F-HR |
11/13/2020, 04:37 PM |
Q2 2020 |
394 |
$110M |
+$26.5M |
-$27.4M |
-$832K |
BSV, VOO, SCHX, VTI, VXUS
|
13F-HR |
8/14/2020, 04:01 PM |
Q1 2020 |
342 |
$94.8M |
+$29.6M |
-$31.4M |
-$1.82M |
BSV, VOO, SCHX, SCHZ, VXUS
|
13F-HR |
5/15/2020, 03:09 PM |
Q4 2019 |
399 |
$111M |
+$31.8M |
-$27.6M |
+$4.23M |
SCHX, BSV, VOO, VCSH, VXUS
|
13F-HR |
2/11/2020, 05:55 PM |
Q3 2019 |
410 |
$101M |
+$22.9M |
-$23.4M |
-$465K |
BSV, VCSH, VXUS, VTI, VEA
|
13F-HR |
11/13/2019, 04:30 PM |
Q2 2019 |
389 |
$100M |
+$26M |
-$28.2M |
-$2.23M |
BSV, VCSH, VXUS, VTI, SCHA
|
13F-HR |
8/7/2019, 05:20 PM |
Q1 2019 |
387 |
$100M |
+$30.9M |
-$31.8M |
-$823K |
VCSH, BSV, VXUS, VTI, SCHA
|
13F-HR |
5/15/2019, 04:44 PM |
Q4 2018 |
385 |
$92.2M |
+$29.9M |
-$33.4M |
-$3.5M |
VCSH, BSV, VXUS, FLRN, VTI
|
13F-HR |
2/14/2019, 02:54 PM |
Q3 2018 |
380 |
$106M |
+$24.6M |
-$30.6M |
-$5.97M |
VCSH, VXUS, BSV, VTI, SCHA
|
13F-HR |
11/13/2018, 04:33 PM |
Q2 2018 |
405 |
$108M |
+$22.8M |
-$27.8M |
-$5.02M |
VCSH, VXUS, BSV, VTI, SCHA
|
13F-HR |
8/13/2018, 03:20 PM |
Q1 2018 |
378 |
$109M |
+$26.2M |
-$34.4M |
-$8.18M |
VCSH, VXUS, BSV, SCHA, VTI
|
13F-HR |
5/11/2018, 04:34 PM |
Q4 2017 |
387 |
$116M |
+$73.2M |
-$25.9M |
+$47.3M |
VCSH, VXUS, BSV, SCHA, SCHX
|
13F-HR |
2/2/2018, 03:12 PM |
Q3 2017 |
303 |
$65.1M |
+$19.8M |
-$452M |
-$432M |
MU, XLE, META, CBOE, SNPS
|
13F-HR |
11/13/2017, 02:13 PM |
Q2 2017 |
321 |
$469M |
+$192M |
-$181M |
+$11.2M |
RCL, WDC, BAX, STZ, META
|
13F-HR |
8/14/2017, 04:16 PM |
Q1 2017 |
215 |
$444M |
+$178M |
-$185M |
-$6.59M |
MU, AMAT, WDC, META, SNPS
|
13F-HR |
5/12/2017, 03:36 PM |
Q4 2016 |
227 |
$424M |
+$240M |
-$260M |
-$19.5M |
NVDA, ETFC, AMAT, FFIV, GLW
|
13F-HR |
2/13/2017, 02:22 PM |
Q3 2016 |
248 |
$419M |
+$224M |
-$220M |
+$3.57M |
NVDA, AMAT, META, GLW, ATVI
|
13F-HR |
11/14/2016, 03:19 PM |
Q2 2016 |
235 |
$403M |
+$225M |
-$239M |
-$14.6M |
NVDA, AMAT, CHD, TSS, XOM
|
13F-HR |
8/12/2016, 05:15 PM |
Q1 2016 |
247 |
$402M |
+$271M |
-$295M |
-$23.7M |
NVDA, AMAT, PSA, CCE, AVGO
|
13F-HR |
5/11/2016, 03:51 PM |
Q4 2015 |
231 |
$421M |
+$178M |
-$176M |
+$1.54M |
EQR, DHI, WMT, INTC, HD
|
13F-HR |
2/11/2016, 07:07 PM |
Q3 2015 |
221 |
$406M |
+$192M |
-$209M |
-$16.9M |
ELV, CAM, CVS, MSFT, EQR
|
13F-HR |
11/12/2015, 06:24 PM |
Q2 2015 |
212 |
$448M |
+$147M |
-$150M |
-$2.77M |
AET, COR, ELV, DIS, DRI
|
13F-HR |
8/20/2015, 07:56 PM |
Q1 2015 |
209 |
$452M |
+$213M |
-$212M |
+$1.21M |
COR, TSO, CVS, AET, ELV
|
13F-HR |
5/6/2015, 05:41 PM |
Q4 2014 |
203 |
$438M |
+$183M |
-$179M |
+$4.57M |
WDC, KR, MAC, GILD, EXPE
|
13F-HR |
2/9/2015, 03:30 PM |
Q3 2014 |
224 |
$424M |
+$208M |
-$225M |
-$17.3M |
GILD, WDC, CMG, CFN, ADT
|
13F-HR |
11/13/2014, 08:40 PM |
Q2 2014 |
232 |
$439M |
+$217M |
-$200M |
+$17.3M |
CHK, TAP, CVS, TSN, CFN
|
13F-HR |
8/12/2014, 03:05 PM |
Q1 2014 |
211 |
$416M |
+$192M |
-$195M |
-$2.43M |
TSN, HPQ, SCHW, NBR, DIS
|
13F-HR |
5/12/2014, 04:44 PM |
Q4 2013 |
220 |
$404M |
$0 |
$0 |
|
WDC, PRU, XRX, CA, CVS
|
13F-HR |
2/12/2014, 03:00 PM |