Q3 2022 |
56 |
$167M |
+$3.24M |
-$7.86M |
-$4.61M |
VOO, VOOV, VEU, ADP, MSFT
|
13F-HR |
11/4/2022, 05:37 PM |
Q2 2022 |
57 |
$179M |
+$21.4M |
-$72.8M |
-$51.4M |
VOO, SPXU, VOOV, VEU, MSFT
|
13F-HR |
8/8/2022, 04:38 PM |
Q1 2022 |
59 |
$275M |
+$30.4M |
-$7.85M |
+$22.5M |
VOO, VOOV, VEU, VIG, MSFT
|
13F-HR |
5/11/2022, 06:55 PM |
Q4 2021 |
57 |
$263M |
+$35.4M |
-$22.5M |
+$12.9M |
VOO, VOOV, VIG, VEU, MSFT
|
13F-HR |
1/31/2022, 03:23 PM |
Q3 2021 |
44 |
$230M |
+$23.7M |
-$19.2M |
+$4.49M |
VOO, VOOV, SPXU, VIG, VEU
|
13F-HR |
10/22/2021, 09:05 PM |
Q2 2021 |
44 |
$228M |
+$3.93M |
-$4.86M |
-$926K |
VOO, VOOV, VIG, VEU, MSFT
|
13F-HR |
8/5/2021, 07:10 PM |
Q1 2021 |
43 |
$215M |
+$8.75M |
-$4.18M |
+$4.57M |
VOO, VOOV, VIG, VEU, AMZN
|
13F-HR |
4/28/2021, 08:21 AM |
Q4 2020 |
43 |
$198M |
+$34.6M |
-$22.3M |
+$12.3M |
VOO, VOOV, VIG, VEU, AMZN
|
13F-HR |
1/19/2021, 09:21 PM |
Q3 2020 |
36 |
$165M |
+$4.58M |
-$3.28M |
+$1.3M |
VOO, VIG, VEU, AMZN, MSFT
|
13F-HR |
10/20/2020, 04:58 PM |
Q2 2020 |
35 |
$153M |
+$4.05M |
-$12.1M |
-$8.06M |
VOO, VIG, VEU, AMZN, MSFT
|
13F-HR |
7/23/2020, 05:09 PM |
Q1 2020 |
35 |
$136M |
+$9.78M |
-$6.88M |
+$2.9M |
VOO, VIG, VEU, AMZN, MSFT
|
13F-HR |
4/16/2020, 11:51 AM |
Q4 2019 |
43 |
$166M |
+$1.57M |
-$6.22M |
-$4.65M |
VOO, VIG, VEU, VB, SCZ
|
13F-HR |
2/14/2020, 04:56 PM |
Q3 2019 |
43 |
$158M |
+$2.01M |
-$6.45M |
-$4.44M |
VOO, VIG, VEU, VB, VEA
|
13F-HR |
10/17/2019, 02:29 PM |
Q2 2019 |
43 |
$161M |
+$21.6M |
-$915K |
+$20.7M |
VOO, VIG, VEU, WCG, VB
|
13F-HR |
7/24/2019, 02:39 PM |
Q1 2019 |
34 |
$136M |
+$8.68M |
-$4.03M |
+$4.65M |
VOO, VIG, VEU, WCG, VB
|
13F-HR |
4/29/2019, 05:02 PM |
Q4 2018 |
34 |
$117M |
+$6.21M |
-$1.73M |
+$4.48M |
VOO, VIG, VEU, VEA, SCZ
|
13F-HR |
1/29/2019, 05:21 PM |
Q3 2018 |
39 |
$131M |
+$2.58M |
-$9.32M |
-$6.74M |
VOO, VIG, VEU, SCZ, VEA
|
13F-HR |
10/25/2018, 10:58 AM |
Q2 2018 |
38 |
$130M |
+$5.61M |
-$4.03M |
+$1.57M |
VOO, VIG, VEU, ESRX, SCZ
|
13F-HR |
8/3/2018, 10:27 AM |
Q1 2018 |
41 |
$125M |
+$8.24M |
-$4.8M |
+$3.44M |
VOO, VIG, VEU, SCZ, VEA
|
13F-HR |
4/25/2018, 07:02 PM |
Q4 2017 |
39 |
$122M |
+$5.33M |
-$3.36M |
+$1.97M |
VOO, VIG, VEU, SCZ, VEA
|
13F-HR |
1/29/2018, 12:09 PM |
Q3 2017 |
37 |
$113M |
+$3.18M |
-$2.18M |
+$1M |
VOO, VIG, VEU, VB, MON
|
13F-HR |
10/23/2017, 09:49 PM |
Q2 2017 |
37 |
$108M |
+$8.28M |
-$7.42M |
+$858K |
VOO, VIG, VEU, VB, IWD
|
13F-HR |
7/24/2017, 04:14 PM |
Q1 2017 |
36 |
$104M |
+$609K |
-$639K |
-$30.5K |
VOO, VIG, SYT, VEU, VB
|
13F-HR |
4/26/2017, 10:13 AM |
Q4 2016 |
37 |
$98.2M |
+$7.07M |
-$9.24M |
-$2.17M |
VOO, VIG, VEU, SYT, VB
|
13F-HR |
1/24/2017, 09:49 PM |
Q3 2016 |
38 |
$98.9M |
+$4.39M |
-$5.47M |
-$1.09M |
VOO, VIG, VEU, SYT, SCZ
|
13F-HR |
10/19/2016, 05:48 PM |
Q2 2016 |
38 |
$96.1M |
+$5.81M |
-$1.09M |
+$4.72M |
VOO, VIG, VEU, SYT, SCZ
|
13F-HR |
7/28/2016, 09:00 PM |
Q1 2016 |
36 |
$90M |
+$3.97M |
-$9.24M |
-$5.26M |
VOO, VIG, VEU, SCZ, SYT
|
13F-HR |
4/22/2016, 09:41 AM |
Q4 2015 |
36 |
$94.3M |
+$4.85M |
-$5.5M |
-$651K |
VOO, VIG, VEU, SCZ, IWD
|
13F-HR |
2/2/2016, 08:51 PM |
Q3 2015 |
33 |
$90.1M |
+$4.03M |
-$5.12M |
-$1.1M |
VOO, VIG, VEU, SCZ, SH
|
13F-HR |
10/22/2015, 06:29 PM |
Q2 2015 |
36 |
$98.7M |
+$3.94M |
-$1.54M |
+$2.4M |
VOO, VIG, VEU, SCZ, IWD
|
13F-HR |
7/27/2015, 08:28 PM |
Q1 2015 |
34 |
$96.4M |
+$2.14M |
-$3.36M |
-$1.22M |
VOO, VIG, VEU, SCZ, IWD
|
13F-HR |
5/12/2015, 07:39 PM |
Q4 2014 |
33 |
$96.8M |
+$16.8M |
-$2.83M |
+$13.9M |
VOO, VIG, VEU, IWD, SCZ
|
Restatement |
5/20/2015, 07:09 PM |
Q3 2014 |
25 |
$82.9M |
+$4.99M |
-$2.14M |
+$2.85M |
VOO, VIG, VEU, IWD, SCZ
|
Restatement |
5/20/2015, 07:09 PM |
Q2 2014 |
29 |
$81.5M |
+$19.5M |
-$4.31M |
+$15.2M |
VOO, VIG, VEU, IWD, SCZ
|
Restatement |
5/20/2015, 07:08 PM |
Q1 2014 |
24 |
$63.6M |
+$2.7M |
-$26.7M |
-$24M |
VOO, VIG, IWD, XLK, IBM
|
13F-HR |
5/5/2014, 06:45 PM |
Q4 2013 |
27 |
$85.9M |
$0 |
$0 |
|
VOO, VIG, IWD, XLK, IWM
|
13F-HR |
2/5/2014, 02:51 PM |