Q3 2024 |
213 |
$4.51B |
+$67.6M |
-$195M |
-$127M |
AAPL, IWF, SPY, IVV, IJH
|
13F-HR |
11/14/2024, 04:53 PM |
Q2 2024 |
211 |
$4.33B |
+$98.3M |
-$142M |
-$43.9M |
AAPL, IWF, SPY, IVV, IJH
|
13F-HR |
8/13/2024, 04:42 PM |
Q1 2024 |
193 |
$4.02B |
+$262M |
-$24.7M |
+$237M |
AAPL, SPY, IWF, IVV, IJH
|
13F-HR |
5/14/2024, 01:05 PM |
Q4 2023 |
185 |
$3.94B |
+$48.8M |
-$608M |
-$559M |
AAPL, IWF, SPY, IVV, IJH
|
13F-HR |
2/14/2024, 06:47 PM |
Q3 2023 |
197 |
$4.01B |
+$3.3B |
-$13.8M |
+$3.28B |
AAPL, IVV, IWF, SPY, IJH
|
13F-HR |
11/14/2023, 05:50 PM |
Q2 2023 |
159 |
$756M |
+$15.6M |
-$9.56M |
+$6.06M |
SPY, VTI, SCHB, AAPL, BRKA
|
13F-HR |
8/11/2023, 01:05 PM |
Q1 2023 |
162 |
$692M |
+$7.84M |
-$9.89M |
-$2.04M |
SPY, VTI, SCHB, AAPL, BRKA
|
13F-HR |
5/9/2023, 05:16 PM |
Q4 2022 |
160 |
$647M |
+$13.2M |
-$13.2M |
-$9.65K |
SPY, VTI, SCHB, BRKA, AAPL
|
13F-HR |
2/13/2023, 02:45 PM |
Q3 2022 |
160 |
$606M |
+$25.3M |
-$6.31M |
+$19M |
SPY, VTI, SCHB, AAPL, BRKA
|
13F-HR |
11/14/2022, 02:08 PM |
Q2 2022 |
163 |
$629M |
+$36.6M |
-$32M |
+$4.68M |
SPY, VTI, SCHB, AAPL, MSFT
|
13F-HR |
8/12/2022, 09:05 AM |
Q1 2022 |
185 |
$758M |
+$84.1M |
-$19.8M |
+$64.3M |
SPY, VTI, SCHB, AAPL, BRKA
|
13F-HR |
5/13/2022, 07:43 PM |
Q4 2021 |
196 |
$766M |
+$31M |
-$17.7M |
+$13.3M |
SPY, VTI, SCHB, AAPL, MSFT
|
13F-HR |
2/14/2022, 02:44 PM |
Q3 2021 |
177 |
$693M |
+$18.1M |
-$17.8M |
+$344K |
SPY, VTI, SCHB, AAPL, QQQ
|
13F-HR |
11/12/2021, 01:17 PM |
Q2 2021 |
177 |
$686M |
+$25.4M |
-$7.36M |
+$18M |
SPY, VTI, SCHB, QQQ, BRKA
|
13F-HR |
8/16/2021, 04:01 PM |
Q1 2021 |
161 |
$627M |
+$19.5M |
-$125M |
-$105M |
SPY, VTI, SCHB, QQQ, JPM
|
13F-HR |
5/17/2021, 01:29 PM |
Q4 2020 |
222 |
$698M |
+$37.4M |
-$15.7M |
+$21.7M |
SPY, VTI, SCHB, MRK, AAPL
|
13F-HR |
2/17/2021, 06:17 PM |
Q3 2020 |
197 |
$598M |
+$25.8M |
-$35M |
-$9.28M |
SPY, VTI, SCHB, MRK, AAPL
|
13F-HR |
11/13/2020, 07:03 PM |
Q2 2020 |
194 |
$568M |
+$36.7M |
-$72.1M |
-$35.4M |
SPY, VTI, SCHB, MRK, AAPL
|
13F-HR |
8/14/2020, 03:28 PM |
Q1 2020 |
192 |
$513M |
+$124M |
-$43.9M |
+$80.4M |
SPY, VTI, SCHB, MRK, BRKA
|
13F-HR |
5/15/2020, 04:16 PM |
Q4 2019 |
187 |
$553M |
+$53.2M |
-$14.2M |
+$39M |
SPY, VTI, SCHB, MRK, XLF
|
13F-HR |
2/21/2020, 06:32 PM |
Q3 2019 |
167 |
$470M |
+$27.5M |
-$21M |
+$6.48M |
SPY, VTI, SCHB, MRK, XLF
|
13F-HR |
11/15/2019, 03:34 PM |
Q2 2019 |
158 |
$461M |
+$36.2M |
-$34.3M |
+$1.83M |
SPY, VTI, SCHB, MRK, XLF
|
13F-HR |
8/14/2019, 12:30 PM |
Q1 2019 |
160 |
$446M |
+$153M |
-$7.84M |
+$145M |
SPY, VTI, SCHB, MRK, XLF
|
13F-HR |
5/15/2019, 12:52 PM |
Q4 2018 |
80 |
$267M |
+$27.9M |
-$32.1M |
-$4.22M |
SPY, VTI, SCHB, XLF, EFA
|
13F-HR |
2/14/2019, 04:42 PM |
Q3 2018 |
97 |
$317M |
+$12.3M |
-$7.18M |
+$5.11M |
SPY, VTI, SCHB, XLF, GS
|
13F-HR |
11/14/2018, 04:14 PM |
Q2 2018 |
100 |
$294M |
+$16.8M |
-$2.67M |
+$14.1M |
SPY, VTI, SCHB, GS, XLF
|
13F-HR |
8/14/2018, 05:37 PM |
Q1 2018 |
96 |
$277M |
+$19M |
-$2.74M |
+$16.3M |
SPY, VTI, SCHB, GS, EFA
|
13F-HR |
5/15/2018, 04:24 PM |
Q4 2017 |
96 |
$264M |
+$12.9M |
-$6.71M |
+$6.17M |
SPY, VTI, SCHB, GS, EFA
|
13F-HR |
2/14/2018, 06:06 PM |
Q3 2017 |
89 |
$244M |
+$10.9M |
-$3.23M |
+$7.69M |
SPY, VTI, SCHB, EFA, GS
|
13F-HR |
11/14/2017, 03:23 PM |
Q2 2017 |
83 |
$225M |
+$13.3M |
-$1.07M |
+$12.2M |
SPY, VTI, SCHB, EFA, GS
|
13F-HR |
8/11/2017, 04:04 PM |
Q1 2017 |
76 |
$208M |
+$12.8M |
-$688K |
+$12.1M |
SPY, VTI, SCHB, GS, EFA
|
13F-HR |
5/15/2017, 02:04 PM |
Q4 2016 |
67 |
$187M |
$0 |
$0 |
|
SPY, VTI, SCHB, GS, EFA
|
13F-HR |
5/12/2017, 04:26 PM |