Q3 2024 |
268 |
$428M |
+$44.8M |
-$12.4M |
+$32.3M |
ORLY, AAPL, MSFT, VOO, VTI
|
13F-HR |
10/7/2024, 05:20 PM |
Q2 2024 |
257 |
$374M |
+$40.1M |
-$23.4M |
+$16.7M |
ORLY, AAPL, VOO, RSPT, VTI
|
13F-HR |
7/22/2024, 12:26 PM |
Q1 2024 |
247 |
$364M |
+$24.8M |
-$23.9M |
+$841K |
ORLY, AAPL, NVDA, VTI, RSPT
|
13F-HR |
4/11/2024, 11:13 AM |
Q4 2023 |
227 |
$339M |
+$9.2M |
-$11M |
-$1.79M |
ORLY, AAPL, FIXD, RSPT, VTI
|
13F-HR |
1/17/2024, 01:14 PM |
Q3 2023 |
212 |
$313M |
+$27.8M |
-$8.2M |
+$19.6M |
ORLY, AAPL, FIXD, RSPT, FTCS
|
13F-HR |
10/13/2023, 03:58 PM |
Q2 2023 |
214 |
$325M |
+$1.88M |
-$5.55M |
-$3.67M |
ORLY, AAPL, FIXD, RSPT, FTCS
|
13F-HR |
7/12/2023, 03:51 PM |
Q1 2023 |
220 |
$307M |
+$9.48M |
-$4.5M |
+$4.98M |
ORLY, AAPL, FIXD, RSPT, FTCS
|
13F-HR |
4/14/2023, 01:27 PM |
Q4 2022 |
218 |
$286M |
+$21.9M |
-$17M |
+$4.92M |
ORLY, AAPL, FIXD, RSPT, FTCS
|
13F-HR |
1/26/2023, 06:42 PM |
Q3 2022 |
209 |
$262M |
+$11.8M |
-$9.26M |
+$2.52M |
ORLY, AAPL, FIXD, RSPT, VTI
|
13F-HR |
10/27/2022, 09:38 AM |
Q2 2022 |
215 |
$272M |
+$9.75M |
-$5.66M |
+$4.09M |
ORLY, AAPL, RSPT, FIXD, VTI
|
13F-HR |
7/25/2022, 12:17 PM |
Q1 2022 |
229 |
$315M |
+$18.9M |
-$19M |
-$128K |
ORLY, AAPL, RSPT, MSFT, VTI
|
13F-HR |
5/9/2022, 11:02 AM |
Q4 2021 |
239 |
$328M |
+$8.7M |
-$21.8M |
-$13.1M |
ORLY, AAPL, RSPT, MSFT, VTI
|
13F-HR |
1/31/2022, 10:30 AM |
Q3 2021 |
227 |
$313M |
+$12.8M |
-$5.12M |
+$7.66M |
ORLY, AAPL, RSPT, MSFT, AMZN
|
13F-HR |
10/28/2021, 11:47 AM |
Q2 2021 |
225 |
$306M |
+$12.3M |
-$7.76M |
+$4.51M |
ORLY, AAPL, RSPT, MSFT, AMZN
|
13F-HR |
8/3/2021, 09:33 AM |
Q1 2021 |
221 |
$283M |
+$28.6M |
-$13.3M |
+$15.3M |
ORLY, AAPL, RSPT, AMZN, VNQ
|
13F-HR |
5/3/2021, 02:05 PM |
Q4 2020 |
202 |
$257M |
+$10.2M |
-$14.4M |
-$4.14M |
AAPL, ORLY, RSPT, VNQ, SCHO
|
13F-HR |
1/26/2021, 11:14 AM |
Q3 2020 |
197 |
$240M |
+$29.8M |
-$11M |
+$18.8M |
ORLY, AAPL, RSPT, VNQ, SCHO
|
13F-HR |
11/16/2020, 10:07 AM |
Q2 2020 |
184 |
$222M |
+$9.55M |
-$11.6M |
-$2.07M |
ORLY, AAPL, RSPT, VNQ, SCHO
|
13F-HR |
7/28/2020, 11:52 AM |
Q1 2020 |
171 |
$188M |
+$10.5M |
-$18.1M |
-$7.62M |
ORLY, AAPL, RSPT, SCHO, VNQ
|
13F-HR |
4/23/2020, 10:36 AM |
Q4 2019 |
203 |
$238M |
+$10.5M |
-$13.7M |
-$3.15M |
ORLY, AAPL, RSPT, VNQ, RSPH
|
13F-HR |
1/30/2020, 09:52 AM |
Q3 2019 |
217 |
$225M |
+$10.5M |
-$16.7M |
-$6.2M |
ORLY, AAPL, RSPT, VNQ, RSPF
|
13F-HR |
10/18/2019, 12:26 PM |
Q2 2019 |
215 |
$207M |
+$7.35M |
-$14.8M |
-$7.5M |
AAPL, RSPT, RSPF, VNQ, RSPH
|
13F-HR |
8/13/2019, 04:10 PM |
Q1 2019 |
215 |
$228M |
+$7.94M |
-$7.75M |
+$190K |
ORLY, AAPL, RSPT, VNQ, RSPF
|
13F-HR |
5/1/2019, 04:02 PM |
Q4 2018 |
213 |
$204M |
+$15.7M |
-$10.1M |
+$5.62M |
ORLY, AAPL, RSPT, VNQ, SCHO
|
13F-HR |
1/22/2019, 12:33 PM |
Q3 2018 |
213 |
$223M |
+$12.1M |
-$9.64M |
+$2.47M |
ORLY, AAPL, RSPT, SCHO, RSPH
|
13F-HR |
10/31/2018, 09:52 AM |
Q2 2018 |
206 |
$208M |
+$50M |
-$53.4M |
-$3.39M |
ORLY, AAPL, RSPT, SCHO, RSPF
|
13F-HR |
7/26/2018, 10:06 AM |
Q1 2018 |
206 |
$208M |
+$15.6M |
-$10.6M |
+$5.01M |
ORLY, AAPL, RYT, RYF, SCHO
|
13F-HR |
4/24/2018, 10:32 AM |
Q4 2017 |
203 |
$206M |
+$9.8M |
-$10.7M |
-$858K |
ORLY, AAPL, RYT, RYF, RYH
|
Restatement |
1/31/2018, 12:29 PM |
Q3 2017 |
197 |
$197M |
+$39.6M |
-$209M |
-$169M |
ORLY, AAPL, RYT, RYF, RYH
|
13F-HR |
10/31/2017, 01:36 PM |
Q2 2017 |
138 |
$357M |
+$7.47M |
-$8.68M |
-$1.22M |
JKHY, ORLY, EWJ, VNQ, AAPL
|
13F-HR |
8/1/2017, 09:16 AM |
Q1 2017 |
135 |
$359M |
+$30M |
-$72.1M |
-$42M |
JKHY, ORLY, EWJ, VNQ, AAPL
|
13F-HR |
5/2/2017, 01:24 PM |
Q4 2016 |
250 |
$388M |
+$30.1M |
-$24.7M |
+$5.39M |
JKHY, ORLY, VNQ, EWJ, AAPL
|
13F-HR |
2/1/2017, 02:19 PM |
Q3 2016 |
236 |
$374M |
+$139M |
-$8.87M |
+$130M |
JKHY, ORLY, VNQ, FXH, FXL
|
13F-HR |
11/1/2016, 12:18 PM |
Q2 2016 |
238 |
$239M |
+$12.2M |
-$10.8M |
+$1.38M |
JKHY, ORLY, FXL, FXH, AAPL
|
13F-HR |
7/28/2016, 09:16 AM |
Q1 2016 |
232 |
$233M |
+$18.7M |
-$21.1M |
-$2.32M |
JKHY, ORLY, FXL, AAPL, FXH
|
13F-HR |
4/26/2016, 11:03 AM |
Q4 2015 |
220 |
$228M |
+$14.8M |
-$14.3M |
+$555K |
JKHY, ORLY, FXH, FXL, AAPL
|
13F-HR |
2/2/2016, 01:14 PM |
Q3 2015 |
197 |
$221M |
+$10.3M |
-$8.91M |
+$1.42M |
JKHY, ORLY, FXD, FXH, AAPL
|
13F-HR |
11/4/2015, 12:42 PM |
Q2 2015 |
202 |
$239M |
+$32.5K |
$0 |
+$32.5K |
JKHY, ORLY, FXN, FXD, AAPL
|
13F-HR |
7/6/2015, 11:43 AM |
Q1 2015 |
203 |
$240M |
+$49.1M |
-$38.1M |
+$11M |
JKHY, ORLY, FXN, FXD, AAPL
|
13F-HR |
4/30/2015, 09:19 PM |
Q4 2014 |
165 |
$221M |
+$18M |
-$9.38M |
+$8.64M |
JKHY, ORLY, AAPL, VNQ, WMT
|
13F-HR |
2/2/2015, 10:13 AM |
Q3 2014 |
160 |
$206M |
+$4.03M |
-$16.4M |
-$12.4M |
JKHY, ORLY, AAPL, PXI, WMT
|
13F-HR |
10/8/2014, 12:36 PM |
Q2 2014 |
168 |
$224M |
+$9.59M |
-$5M |
+$4.59M |
JKHY, ORLY, PXI, VNQ, AAPL
|
13F-HR |
7/17/2014, 03:21 PM |
Q1 2014 |
159 |
$214M |
+$9.12M |
-$19.9M |
-$10.7M |
JKHY, ORLY, PXI, VNQ, WMT
|
13F-HR |
4/17/2014, 10:20 AM |
Q4 2013 |
166 |
$221M |
$0 |
$0 |
|
JKHY, ORLY, SHY, PXI, VTIP
|
13F-HR |
2/6/2014, 05:46 PM |