Q4 2023 |
185 |
$3.94B |
+$48.8M |
-$608M |
-$559M |
AAPL, IWF, SPY, IVV, IJH, IJR |
13F-HR |
2/14/2024, 06:47 PM |
Q3 2023 |
197 |
$4.01B |
+$3.3B |
-$13.8M |
+$3.28B |
AAPL, IVV, IWF, SPY, IJH, IJR |
13F-HR |
11/14/2023, 05:50 PM |
Q2 2023 |
159 |
$756M |
+$15.6M |
-$9.56M |
+$6.06M |
SPY, VTI, SCHB, AAPL, BRKA, MSFT |
13F-HR |
8/11/2023, 01:05 PM |
Q1 2023 |
162 |
$692M |
+$7.84M |
-$7.15M |
+$690K |
SPY, VTI, SCHB, AAPL, BRKA, MSFT |
13F-HR |
5/9/2023, 05:16 PM |
Q4 2022 |
160 |
$647M |
+$13.2M |
-$7.35M |
+$5.81M |
SPY, VTI, SCHB, BRKA, AAPL, JPM |
13F-HR |
2/13/2023, 01:45 PM |
Q3 2022 |
160 |
$606M |
+$25.3M |
-$4.52M |
+$20.7M |
SPY, VTI, SCHB, AAPL, BRKA, MSFT |
13F-HR |
11/14/2022, 01:08 PM |
Q2 2022 |
163 |
$629M |
+$35.9M |
-$23.7M |
+$12.3M |
SPY, VTI, SCHB, AAPL, MSFT, BRKA |
13F-HR |
8/12/2022, 09:05 AM |
Q1 2022 |
183 |
$762M |
+$87.2M |
-$12.3M |
+$74.8M |
SPY, VTI, SCHB, AAPL, BRKA, MSFT |
13F-HR |
5/13/2022, 07:43 PM |
Q4 2021 |
196 |
$766M |
+$31M |
-$15.4M |
+$15.7M |
SPY, VTI, SCHB, AAPL, MSFT, QQQ |
13F-HR |
2/14/2022, 01:44 PM |
Q3 2021 |
177 |
$693M |
+$18.1M |
-$13M |
+$5.11M |
SPY, VTI, SCHB, AAPL, QQQ, JPM |
13F-HR |
11/12/2021, 12:17 PM |
Q2 2021 |
177 |
$696M |
+$27.7M |
-$6.38M |
+$21.3M |
SPY, VTI, SCHB, QQQ, BRKA, AAPL |
13F-HR |
8/16/2021, 04:01 PM |
Q1 2021 |
161 |
$627M |
+$19.5M |
-$55.7M |
-$36.2M |
SPY, VTI, SCHB, QQQ, JPM, BRKA |
13F-HR |
5/17/2021, 01:29 PM |
Q4 2020 |
223 |
$698M |
+$37.4M |
-$18.3M |
+$19.1M |
SPY, VTI, SCHB, MRK, AAPL, JPM |
13F-HR |
2/17/2021, 05:17 PM |
Q3 2020 |
201 |
$605M |
+$33.7M |
-$29.1M |
+$4.65M |
SPY, VTI, SCHB, MRK, AAPL, BRKA |
13F-HR |
11/13/2020, 06:03 PM |
Q2 2020 |
199 |
$571M |
+$40.2M |
-$38.2M |
+$1.97M |
SPY, VTI, SCHB, MRK, AAPL, BRKA |
13F-HR |
8/14/2020, 03:28 PM |
Q1 2020 |
192 |
$513M |
+$124M |
-$32.3M |
+$92M |
SPY, VTI, SCHB, MRK, BRKA, JPM |
13F-HR |
5/15/2020, 04:16 PM |
Q4 2019 |
189 |
$577M |
+$77.7M |
-$4.12M |
+$73.6M |
SPY, VTI, SCHB, MRK, MRK, XLF |
13F-HR |
2/21/2020, 05:32 PM |
Q3 2019 |
167 |
$470M |
+$27.5M |
-$8.33M |
+$19.2M |
SPY, VTI, SCHB, MRK, XLF, JPM |
13F-HR |
11/15/2019, 02:34 PM |
Q2 2019 |
158 |
$461M |
+$36.2M |
-$19.1M |
+$17.1M |
SPY, VTI, SCHB, MRK, XLF, AAXJ |
13F-HR |
8/14/2019, 12:30 PM |
Q1 2019 |
160 |
$446M |
+$153M |
-$7.13M |
+$146M |
SPY, VTI, SCHB, MRK, XLF, GS |
13F-HR |
5/15/2019, 12:52 PM |
Q4 2018 |
80 |
$267M |
+$27.9M |
-$25.3M |
+$2.6M |
SPY, VTI, SCHB, XLF, EFA, AAXJ |
13F-HR |
2/14/2019, 03:42 PM |
Q3 2018 |
97 |
$317M |
+$12.3M |
-$3.84M |
+$8.45M |
SPY, VTI, SCHB, XLF, GS, EFA |
13F-HR |
11/14/2018, 03:14 PM |
Q2 2018 |
100 |
$294M |
+$16.8M |
-$1.68M |
+$15.1M |
SPY, VTI, SCHB, GS, XLF, EFA |
13F-HR |
8/14/2018, 05:37 PM |
Q1 2018 |
96 |
$277M |
+$19M |
-$1.86M |
+$17.2M |
SPY, VTI, SCHB, GS, EFA, XLF |
13F-HR |
5/15/2018, 04:24 PM |
Q4 2017 |
96 |
$264M |
+$12.9M |
-$3.25M |
+$9.64M |
SPY, VTI, SCHB, GS, EFA, XLF |
13F-HR |
2/14/2018, 05:06 PM |
Q3 2017 |
89 |
$244M |
+$11M |
-$2.97M |
+$8.05M |
SPY, VTI, SCHB, EFA, GS, XLF |
13F-HR |
11/14/2017, 02:23 PM |
Q2 2017 |
83 |
$226M |
+$13.5M |
-$1.2M |
+$12.3M |
SPY, VTI, SCHB, EFA, GS, XLF |
13F-HR |
8/11/2017, 04:04 PM |
Q1 2017 |
76 |
$208M |
+$12.8M |
-$508K |
+$12.3M |
SPY, VTI, SCHB, GS, EFA, XLF |
13F-HR |
5/15/2017, 02:04 PM |
Q4 2016 |
67 |
$187M |
|
|
|
SPY, VTI, SCHB, GS, EFA, XLF |
13F-HR |
5/12/2017, 04:26 PM |