Q3 2024 |
290 |
$725M |
+$139M |
-$21.8M |
+$117M |
MOFG, AAPL, SCHV, VONG, VCLT
|
13F-HR |
11/14/2024, 06:08 PM |
Q2 2024 |
286 |
$555M |
+$30.8M |
-$29.7M |
+$1.15M |
MOFG, AAPL, MSFT, VONG, VCLT
|
13F-HR |
8/15/2024, 11:54 AM |
Q1 2024 |
291 |
$557M |
+$48.8M |
-$32.2M |
+$16.6M |
MOFG, AAPL, MSFT, VCLT, ABBV
|
13F-HR |
5/15/2024, 04:00 PM |
Q4 2023 |
280 |
$526M |
+$42M |
-$21.7M |
+$20.4M |
MOFG, AAPL, MSFT, ABBV, SCHV
|
13F-HR |
2/14/2024, 06:11 PM |
Q3 2023 |
266 |
$441M |
+$30.9M |
-$33.1M |
-$2.2M |
MOFG, AAPL, MSFT, ABBV, VCLT
|
13F-HR |
11/14/2023, 05:42 PM |
Q2 2023 |
268 |
$461M |
+$33.6M |
-$16.1M |
+$17.6M |
MOFG, AAPL, MSFT, PG, JPM
|
13F-HR |
8/14/2023, 07:11 PM |
Q1 2023 |
260 |
$443M |
+$55.4M |
-$14M |
+$41.5M |
MOFG, AAPL, MSFT, ABBV, PG
|
13F-HR |
5/15/2023, 06:08 PM |
Q4 2022 |
233 |
$418M |
+$21.8M |
-$34.3M |
-$12.5M |
MOFG, AAPL, MSFT, HTLF, ABBV
|
13F-HR |
2/14/2023, 05:23 PM |
Q3 2022 |
230 |
$393M |
+$30.8M |
-$11.4M |
+$19.4M |
MOFG, AAPL, MSFT, HTLF, MUB
|
13F-HR |
11/14/2022, 06:31 PM |
Q2 2022 |
222 |
$404M |
+$24.1M |
-$26.2M |
-$2.12M |
MOFG, AAPL, MSFT, ABBV, PG
|
13F-HR |
8/15/2022, 07:11 PM |
Q1 2022 |
238 |
$464M |
+$25.4M |
-$29.7M |
-$4.31M |
MOFG, AAPL, MSFT, HTLF, ABBV
|
13F-HR |
5/16/2022, 07:36 PM |
Q4 2021 |
242 |
$477M |
+$28.8M |
-$11.7M |
+$17.1M |
MOFG, AAPL, MSFT, HTLF, JPM
|
13F-HR |
2/14/2022, 07:04 PM |
Q3 2021 |
230 |
$427M |
+$13M |
-$12.8M |
+$258K |
MOFG, AAPL, MSFT, HTLF, JPM
|
13F-HR |
11/15/2021, 01:51 PM |
Q2 2021 |
227 |
$424M |
+$19.8M |
-$12.2M |
+$7.6M |
MOFG, AAPL, MSFT, HTLF, JPM
|
13F-HR |
8/16/2021, 06:45 PM |
Q1 2021 |
215 |
$413M |
+$25M |
-$23.1M |
+$1.97M |
MOFG, AAPL, MSFT, HTLF, JPM
|
13F-HR |
5/18/2021, 06:52 AM |
Q4 2020 |
211 |
$365M |
+$40.1M |
-$34.3M |
+$5.74M |
MOFG, AAPL, MSFT, HTLF, JPM
|
13F-HR |
2/16/2021, 07:37 PM |
Q3 2020 |
203 |
$301M |
+$104M |
-$32.7M |
+$70.9M |
MOFG, AAPL, MSFT, FLXS, ABT
|
13F-HR |
11/16/2020, 09:45 PM |
Q2 2020 |
135 |
$239M |
+$30M |
-$84M |
-$54.1M |
MOFG, AAPL, MSFT, FLXS, ABT
|
13F-HR |
8/14/2020, 05:47 PM |
Q1 2020 |
195 |
$272M |
+$7.09M |
-$70M |
-$62.9M |
MOFG, AAPL, FLXS, MSFT, JPM
|
13F-HR |
5/14/2020, 09:23 AM |
Q4 2019 |
231 |
$481M |
+$134M |
-$13M |
+$121M |
MOFG, FLXS, AAPL, HTLF, JPM
|
13F-HR |
2/14/2020, 10:40 AM |
Q3 2019 |
218 |
$324M |
+$6.05M |
-$57.3M |
-$51.3M |
MOFG, AAPL, HTLF, JPM, T
|
13F-HR |
11/14/2019, 09:30 AM |
Q2 2019 |
256 |
$364M |
$0 |
$0 |
|
MOFG, AAPL, HTLF, FLXS, SCHR
|
13F-HR |
8/15/2019, 01:43 PM |