Q2 2024 |
182 |
$587M |
+$16.2M |
-$60.3M |
-$44.1M |
FNDX, VCSH, MSFT, AAPL, IVV
|
13F-HR |
8/8/2024, 09:16 AM |
Q1 2024 |
202 |
$634M |
+$52.5M |
-$14M |
+$38.5M |
FNDX, VCSH, MSFT, IVV, AAPL
|
13F-HR |
4/26/2024, 04:38 PM |
Q4 2023 |
173 |
$549M |
+$16.8M |
-$38.4M |
-$21.5M |
FNDX, VCSH, MSFT, AAPL, IVV
|
13F-HR |
2/14/2024, 03:01 PM |
Q3 2023 |
188 |
$522M |
+$21M |
-$31.9M |
-$10.9M |
FNDX, VCSH, MSFT, IVV, AAPL
|
13F-HR |
10/27/2023, 04:55 PM |
Q2 2023 |
186 |
$553M |
+$30.9M |
-$17.8M |
+$13.1M |
FNDX, VCSH, MSFT, IVV, AAPL
|
13F-HR |
7/24/2023, 09:59 AM |
Q1 2023 |
182 |
$519M |
+$33.9M |
-$27.2M |
+$6.68M |
FNDX, VCSH, IVV, MSFT, AAPL
|
13F-HR |
5/10/2023, 12:08 PM |
Q4 2022 |
176 |
$498M |
+$49.7M |
-$25.5M |
+$24.2M |
FNDX, VCSH, IVV, MSFT, AAPL
|
13F-HR |
2/13/2023, 02:53 PM |
Q3 2022 |
181 |
$428M |
+$22.7M |
-$8.06M |
+$14.6M |
FNDX, VCSH, IVV, MSFT, AAPL
|
13F-HR |
11/15/2022, 12:00 PM |
Q2 2022 |
183 |
$442M |
+$17.5M |
-$38.3M |
-$20.8M |
FNDX, VCSH, IVV, MSFT, AAPL
|
13F-HR |
8/16/2022, 03:46 PM |
Q1 2022 |
200 |
$520M |
+$63.7M |
-$42.6M |
+$21.1M |
FNDX, VCSH, IVV, MSFT, AAPL
|
13F-HR |
4/29/2022, 11:47 AM |
Q4 2021 |
215 |
$509M |
+$63.8M |
-$28.9M |
+$34.9M |
FNDX, VCSH, IVV, MSFT, AAPL
|
13F-HR |
2/9/2022, 10:47 AM |
Q3 2021 |
236 |
$439M |
+$21.7M |
-$18.1M |
+$3.61M |
VCSH, IVV, MSFT, AAPL, HD
|
13F-HR |
10/13/2021, 12:57 PM |
Q2 2021 |
239 |
$441M |
+$17.9M |
-$19M |
-$1.18M |
VCSH, IVV, MSFT, AAPL, HD
|
13F-HR |
8/6/2021, 02:36 PM |
Q1 2021 |
235 |
$423M |
+$44.1M |
-$34.7M |
+$9.42M |
VCSH, IVV, MSFT, AAPL, HD
|
13F-HR |
4/23/2021, 12:28 PM |
Q4 2020 |
221 |
$390M |
+$23.6M |
-$62.6M |
-$39M |
VCSH, IVV, MSFT, AAPL, ABBV
|
13F-HR |
2/4/2021, 05:46 PM |
Q3 2020 |
227 |
$387M |
+$25.7M |
-$18.6M |
+$7.12M |
VCSH, IVV, SPY, MSFT, AAPL
|
13F-HR |
10/20/2020, 02:40 PM |
Q2 2020 |
227 |
$367M |
+$146M |
-$11.4M |
+$134M |
VCSH, IVV, SPY, MSFT, AAPL
|
13F-HR |
8/7/2020, 11:09 AM |
Q1 2020 |
124 |
$201M |
+$29.9M |
-$35.6M |
-$5.68M |
VCSH, IVV, MSFT, AAPL, PG
|
13F-HR |
5/5/2020, 04:09 PM |
Q4 2019 |
146 |
$259M |
+$19.4M |
-$19.8M |
-$410K |
LQD, IVV, NWBI, AAPL, PG
|
13F-HR |
2/10/2020, 11:28 AM |
Q3 2019 |
138 |
$242M |
+$8.48M |
-$8.77M |
-$294K |
LQD, IVV, NWBI, PG, AAPL
|
13F-HR |
10/9/2019, 10:49 AM |
Q2 2019 |
141 |
$237M |
+$12.8M |
-$14.5M |
-$1.71M |
IVV, LQD, NWBI, PG, CHKP
|
13F-HR |
7/17/2019, 02:59 PM |
Q1 2019 |
140 |
$232M |
+$21.7M |
-$19.7M |
+$1.98M |
IVV, LQD, NWBI, CHKP, PG
|
13F-HR |
4/24/2019, 04:04 PM |
Q4 2018 |
128 |
$207M |
+$31.2M |
-$24M |
+$7.16M |
IVV, LQD, NWBI, PG, CHKP
|
13F-HR |
2/8/2019, 10:01 AM |
Q3 2018 |
143 |
$226M |
+$14.8M |
-$39M |
-$24.1M |
IVV, LQD, IXUS, NWBI, IVW
|
13F-HR |
10/2/2018, 03:24 PM |
Q2 2018 |
145 |
$237M |
+$10.5M |
-$16.3M |
-$5.86M |
IXUS, IVV, LQD, NWBI, IVW
|
13F-HR |
8/9/2018, 01:45 PM |
Q1 2018 |
150 |
$243M |
+$16.1M |
-$12.6M |
+$3.52M |
IXUS, IVV, LQD, NWBI, IVW
|
13F-HR |
5/9/2018, 02:27 PM |
Q4 2017 |
141 |
$245M |
$0 |
$0 |
|
IVV, IXUS, LQD, NWBI, IVW
|
13F-HR |
2/14/2018, 01:35 PM |