Q3 2020 |
72 |
$252M |
+$17.1M |
-$4.92M |
+$12.2M |
IVV, IEF, IWR, HEFA, MSFT
|
13F-HR |
11/16/2020, 01:48 PM |
Q2 2020 |
59 |
$231M |
+$213M |
-$1.53M |
+$212M |
IVV, IEF, IWR, HEFA, MSFT
|
13F-HR |
8/12/2020, 01:44 PM |
Q1 2020 |
19 |
$15.4M |
+$2.41M |
-$230M |
-$228M |
AAPL, COST, AMZN, CSCO, BRKB
|
13F-HR |
5/27/2020, 09:48 AM |
Q4 2019 |
49 |
$245M |
+$11.8M |
-$4.27M |
+$7.54M |
IVV, IWR, HEFA, WORK, VXF
|
13F-HR |
2/13/2020, 10:37 AM |
Q3 2019 |
46 |
$220M |
+$1.83M |
-$7.58M |
-$5.75M |
IVV, IWR, HEFA, MSFT, AAPL
|
13F-HR |
11/14/2019, 05:31 PM |
Q2 2019 |
43 |
$223M |
+$4.41M |
-$16.5M |
-$12.1M |
IVV, IWR, HEFA, MSFT, AAPL
|
13F-HR |
8/14/2019, 05:36 PM |
Q1 2019 |
40 |
$227M |
+$37M |
-$53.8M |
-$16.8M |
IVV, IWR, HEFA, MSFT, AAPL
|
13F-HR |
5/10/2019, 03:55 PM |
Q4 2018 |
34 |
$215M |
+$26.2M |
-$7.53M |
+$18.7M |
IVV, IEFA, IWR, META, MSFT
|
13F-HR |
2/26/2019, 04:33 PM |
Q3 2018 |
38 |
$259M |
+$15.2M |
-$4.3M |
+$10.9M |
IVV, IEFA, IWR, META, MSFT
|
13F-HR |
11/14/2018, 12:55 PM |
Q2 2018 |
36 |
$237M |
+$24.7M |
-$10.5M |
+$14.3M |
IVV, IEFA, IWR, META, DVY
|
13F-HR |
8/14/2018, 04:04 PM |
Q1 2018 |
47 |
$219M |
+$21.4M |
-$1.46M |
+$20M |
IVV, IEFA, IWR, META, DVY
|
Restatement |
6/29/2018, 12:22 PM |
Q4 2017 |
41 |
$200M |
+$4.72M |
-$472K |
+$4.25M |
IVV, IEFA, IWR, DVY, VYM
|
13F-HR |
2/14/2018, 10:57 AM |
Q3 2017 |
39 |
$186M |
+$4.33M |
-$1.1M |
+$3.23M |
IVV, IEFA, IWR, DVY, VYM
|
13F-HR |
11/15/2017, 05:23 PM |
Q2 2017 |
40 |
$176M |
+$816K |
-$43.1M |
-$42.3M |
IVV, IEFA, IWR, DVY, VYM
|
13F-HR |
8/14/2017, 06:40 PM |
Q1 2017 |
46 |
$212M |
+$631K |
-$16.3M |
-$15.6M |
IVV, IEFA, IWR, IAU, DVY
|
13F-HR |
5/3/2017, 06:11 PM |
Q4 2016 |
49 |
$215M |
$0 |
$0 |
|
IVV, IEFA, IWR, IAU, DVY
|
13F-HR |
2/6/2017, 05:59 PM |