Q3 2024 |
316 |
$232M |
+$4.57M |
-$3.79M |
+$777K |
SPY, QQQ, USMV, VCSH, JPST
|
13F-HR |
10/2/2024, 02:19 PM |
Q2 2024 |
313 |
$220M |
+$5.2M |
-$5.42M |
-$219K |
SPY, QQQ, USMV, VCSH, JPST
|
13F-HR |
7/9/2024, 01:26 PM |
Q1 2024 |
305 |
$215M |
+$4.42M |
-$5.02M |
-$604K |
SPY, QQQ, USMV, VCSH, JPST
|
13F-HR |
4/8/2024, 07:16 PM |
Q4 2023 |
313 |
$202M |
+$5.56M |
-$5.71M |
-$147K |
SPY, QQQ, USMV, VCSH, JPST
|
13F-HR |
1/4/2024, 05:42 PM |
Q3 2023 |
303 |
$188M |
+$6.36M |
-$10.6M |
-$4.22M |
SPY, QQQ, USMV, VCSH, JPST
|
13F-HR |
10/20/2023, 06:33 PM |
Q2 2023 |
354 |
$197M |
+$6.13M |
-$2.54M |
+$3.59M |
SPY, QQQ, USMV, VCSH, JPST
|
13F-HR |
7/6/2023, 06:56 PM |
Q1 2023 |
349 |
$186M |
+$3.4M |
-$7.38M |
-$3.98M |
SPY, USMV, QQQ, VCSH, JPST
|
13F-HR |
4/5/2023, 05:04 PM |
Q4 2022 |
355 |
$181M |
+$5.36M |
-$4.01M |
+$1.35M |
SPY, USMV, QQQ, VCSH, JPST
|
13F-HR |
1/17/2023, 03:54 PM |
Q3 2022 |
333 |
$170M |
+$5.62M |
-$9.35M |
-$3.73M |
SPY, USMV, QQQ, VCSH, JPST
|
13F-HR |
10/6/2022, 10:15 AM |
Q2 2022 |
312 |
$183M |
+$6.17M |
-$16.4M |
-$10.2M |
SPY, USMV, QQQ, IAU, VCSH
|
13F-HR |
7/7/2022, 04:58 PM |
Q1 2022 |
318 |
$221M |
+$8.85M |
-$7.9M |
+$947K |
SPY, QQQ, USMV, IAU, VCSH
|
13F-HR |
4/8/2022, 04:59 PM |
Q4 2021 |
295 |
$227M |
+$5.62M |
-$4.25M |
+$1.37M |
SPY, QQQ, USMV, IAU, VCSH
|
13F-HR |
1/18/2022, 12:45 PM |
Q3 2021 |
280 |
$211M |
+$5.36M |
-$2.64M |
+$2.72M |
SPY, QQQ, USMV, IAU, VCSH
|
13F-HR |
10/4/2021, 05:43 PM |
Q2 2021 |
276 |
$209M |
+$19.3M |
-$20.3M |
-$1.01M |
SPY, QQQ, USMV, IAU, VCSH
|
13F-HR |
7/1/2021, 05:08 PM |
Q1 2021 |
271 |
$199M |
+$7.95M |
-$9.49M |
-$1.54M |
SPY, QQQ, USMV, IAU, VCSH
|
13F-HR |
4/6/2021, 04:37 PM |
Q4 2020 |
263 |
$197M |
+$9.45M |
-$2.66M |
+$6.8M |
SPY, QQQ, USMV, IAU, VCSH
|
13F-HR |
1/7/2021, 02:26 PM |
Q3 2020 |
259 |
$180M |
+$5.79M |
-$4.92M |
+$868K |
SPY, USMV, QQQ, IAU, VCSH
|
13F-HR |
10/16/2020, 02:46 PM |
Q2 2020 |
260 |
$170M |
+$13.9M |
-$8.05M |
+$5.81M |
SPY, USMV, QQQ, IAU, VCSH
|
13F-HR |
7/8/2020, 05:23 PM |
Q1 2020 |
301 |
$142M |
+$6.68M |
-$16.5M |
-$9.81M |
SPY, USMV, QQQ, IAU, VCSH
|
13F-HR |
4/10/2020, 11:18 AM |
Q4 2019 |
297 |
$180M |
+$4.44M |
-$1.78M |
+$2.67M |
SPY, USMV, QQQ, IAU, VCSH
|
13F-HR |
1/14/2020, 06:10 PM |
Q3 2019 |
273 |
$167M |
+$1.18M |
-$2.67M |
-$1.49M |
SPY, USMV, QQQ, IAU, VCSH
|
13F-HR |
10/8/2019, 03:47 PM |
Q2 2019 |
289 |
$167M |
+$3.37M |
-$7.13M |
-$3.76M |
SPY, USMV, QQQ, IAU, VCSH
|
13F-HR |
7/9/2019, 06:07 PM |
Q1 2019 |
265 |
$165M |
+$5.94M |
-$1.92M |
+$4.02M |
SPY, USMV, QQQ, VCSH, IAU
|
13F-HR |
4/8/2019, 01:59 PM |
Q4 2018 |
253 |
$146M |
+$2.02M |
-$8.3M |
-$6.28M |
SPY, USMV, QQQ, VCSH, IAU
|
13F-HR |
1/10/2019, 05:18 PM |
Q3 2018 |
288 |
$169M |
+$2.2M |
-$1.52M |
+$677K |
SPY, USMV, QQQ, VCSH, IAU
|
13F-HR |
10/30/2018, 11:58 AM |
Q2 2018 |
237 |
$161M |
+$18M |
-$17.8M |
+$184K |
SPY, USMV, QQQ, VCSH, IAU
|
13F-HR |
7/11/2018, 05:41 PM |
Q1 2018 |
242 |
$159M |
+$7.58M |
-$10.7M |
-$3.08M |
SPY, USMV, QQQ, VCSH, IAU
|
13F-HR |
4/6/2018, 04:23 PM |
Q4 2017 |
251 |
$164M |
+$3.35M |
-$5.94M |
-$2.59M |
SPY, USMV, QQQ, VCSH, IAU
|
13F-HR |
1/17/2018, 05:44 PM |
Q3 2017 |
243 |
$160M |
+$1.48M |
-$3.04M |
-$1.56M |
SPY, USMV, QQQ, VCSH, IAU
|
13F-HR |
10/5/2017, 02:10 PM |
Q2 2017 |
220 |
$157M |
+$5.75M |
-$3.62M |
+$2.14M |
SPY, USMV, QQQ, VCSH, IAU
|
13F-HR |
7/17/2017, 12:57 PM |
Q1 2017 |
223 |
$152M |
+$3.63M |
-$6.79M |
-$3.16M |
SPY, USMV, QQQ, VCSH, IAU
|
13F-HR |
4/5/2017, 05:11 PM |
Q4 2016 |
229 |
$146M |
+$4.21M |
-$5.45M |
-$1.24M |
SPY, USMV, QQQ, MINT, VCSH
|
13F-HR |
1/20/2017, 12:33 PM |
Q3 2016 |
242 |
$148M |
+$2.27M |
-$4.96M |
-$2.7M |
SPY, USMV, QQQ, MINT, VCSH
|
13F-HR |
10/13/2016, 06:07 PM |
Q2 2016 |
247 |
$149M |
+$4.67M |
-$5.24M |
-$579K |
SPY, USMV, QQQ, VCSH, MINT
|
13F-HR |
7/19/2016, 02:17 PM |
Q1 2016 |
216 |
$146M |
+$5.97M |
-$11M |
-$5M |
SPY, USMV, QQQ, MINT, VCSH
|
13F-HR |
4/11/2016, 10:36 AM |
Q4 2015 |
228 |
$147M |
+$10.2M |
-$1.72M |
+$8.46M |
SPY, USMV, QQQ, IYY, MINT
|
13F-HR |
2/2/2016, 06:28 PM |
Q3 2015 |
228 |
$132M |
+$4.14M |
-$12.2M |
-$8.11M |
SPY, USMV, QQQ, IYY, MINT
|
13F-HR |
12/3/2015, 06:17 PM |
Q2 2015 |
227 |
$148M |
+$7.01M |
-$5.42M |
+$1.59M |
SPY, USMV, QQQ, IYY, MINT
|
13F-HR |
12/4/2015, 12:47 PM |
Q1 2015 |
224 |
$147M |
+$6.63M |
-$457K |
+$6.17M |
SPY, USMV, QQQ, IYY, MINT
|
13F-HR |
12/7/2015, 11:02 AM |
Q4 2014 |
199 |
$140M |
$0 |
$0 |
|
SPY, USMV, QQQ, IYY, MINT
|
13F-HR |
12/7/2015, 11:22 AM |