Q3 2024 |
161 |
$416M |
+$13.4M |
-$2.49M |
+$10.9M |
NVDA, XOM, AAPL, IVV, AGG
|
13F-HR |
10/8/2024, 03:21 PM |
Q2 2024 |
153 |
$388M |
+$51.3M |
-$9.71M |
+$41.6M |
NVDA, XOM, AAPL, IVV, AGG
|
13F-HR |
7/18/2024, 01:25 PM |
Q1 2024 |
154 |
$382M |
+$14M |
-$4.32M |
+$9.72M |
NVDA, XOM, AAPL, IVV, AGG
|
13F-HR |
5/3/2024, 10:24 AM |
Q4 2023 |
149 |
$328M |
+$11M |
-$4.27M |
+$6.76M |
XOM, NVDA, AAPL, AGG, IVV
|
13F-HR |
2/6/2024, 04:33 PM |
Q3 2023 |
143 |
$300M |
+$6.06M |
-$4.15M |
+$1.91M |
XOM, NVDA, AAPL, AGG, IVV
|
13F-HR |
10/10/2023, 01:09 PM |
Q2 2023 |
142 |
$304M |
+$10.3M |
-$15M |
-$4.69M |
XOM, NVDA, AAPL, AGG, IVV
|
13F-HR |
8/7/2023, 05:00 PM |
Q1 2023 |
147 |
$288M |
+$17M |
-$3.75M |
+$13.3M |
XOM, AAPL, NVDA, AGG, IVV
|
13F-HR |
5/4/2023, 01:29 PM |
Q4 2022 |
136 |
$258M |
+$10.9M |
-$19.7M |
-$8.82M |
XOM, AAPL, CVX, IVV, NVDA
|
13F-HR |
2/2/2023, 03:52 PM |
Q3 2022 |
141 |
$244M |
+$8.01M |
-$5.32M |
+$2.69M |
XOM, AAPL, CVX, IVV, NVDA
|
13F-HR |
11/14/2022, 01:34 PM |
Q2 2022 |
145 |
$256M |
+$6.56M |
-$17.3M |
-$10.7M |
XOM, AAPL, NVDA, IVV, CVX
|
13F-HR |
8/1/2022, 05:12 PM |
Q1 2022 |
156 |
$309M |
+$25.4M |
-$22.5M |
+$2.87M |
XOM, AAPL, NVDA, IVV, CVX
|
13F-HR |
5/16/2022, 03:02 PM |
Q4 2021 |
144 |
$303M |
+$4.4M |
-$8.64M |
-$4.23M |
XOM, AAPL, NVDA, IVV, MDY
|
13F-HR |
2/7/2022, 08:30 PM |
Q3 2021 |
139 |
$281M |
+$3.37M |
-$6.06M |
-$2.69M |
XOM, AAPL, NVDA, IVV, MDY
|
13F-HR |
11/15/2021, 04:51 PM |
Q2 2021 |
144 |
$273M |
+$8.36M |
-$4.58M |
+$3.78M |
XOM, AAPL, IVV, MDY, AGG
|
13F-HR |
8/16/2021, 08:29 AM |
Q1 2021 |
152 |
$262M |
+$61.2M |
-$10.4M |
+$50.7M |
XOM, AAPL, NVDA, IVV, MDY
|
13F-HR |
5/17/2021, 01:56 PM |
Q4 2020 |
266 |
$192M |
+$10.6M |
-$2.08M |
+$8.56M |
XOM, AAPL, NVDA, IVV, AGG
|
13F-HR |
2/12/2021, 12:30 PM |
Q3 2020 |
105 |
$163M |
+$13.7M |
-$5.78M |
+$7.96M |
XOM, NVDA, AAPL, IVV, AGG
|
13F-HR |
11/16/2020, 09:18 AM |
Q2 2020 |
100 |
$159M |
+$4.42M |
-$5.38M |
-$954K |
XOM, AAPL, NVDA, IVV, AGG
|
13F-HR |
8/10/2020, 06:45 PM |
Q1 2020 |
100 |
$134M |
+$2.07M |
-$13.8M |
-$11.7M |
XOM, AGG, IVV, AAPL, NVDA
|
13F-HR |
5/12/2020, 06:47 PM |
Q4 2019 |
247 |
$195M |
+$9.37M |
-$3.4M |
+$5.97M |
XOM, CVX, IVV, AAPL, AGG
|
13F-HR |
1/23/2020, 07:35 PM |
Q3 2019 |
112 |
$180M |
+$1.35M |
-$6.2M |
-$4.85M |
XOM, CVX, IVV, AGG, AAPL
|
13F-HR |
10/15/2019, 07:22 PM |
Q2 2019 |
109 |
$188M |
+$915K |
-$8.46M |
-$7.55M |
XOM, CVX, IVV, AGG, AAPL
|
13F-HR |
8/6/2019, 03:44 PM |
Q1 2019 |
251 |
$184M |
+$6.88M |
-$6.51M |
+$377K |
XOM, CVX, IVV, AAPL, NVDA
|
13F-HR |
5/14/2019, 11:49 AM |
Q4 2018 |
253 |
$169M |
+$2.11M |
-$5.9M |
-$3.79M |
XOM, CVX, IVV, AGG, VB
|
13F-HR |
2/12/2019, 07:17 PM |
Q3 2018 |
265 |
$208M |
+$606K |
-$4.04M |
-$3.43M |
XOM, CVX, NVDA, IVV, VB
|
13F-HR |
11/13/2018, 06:44 PM |
Q2 2018 |
261 |
$200M |
+$6.79M |
-$4.11M |
+$2.68M |
XOM, CVX, IVV, NVDA, VB
|
13F-HR |
8/3/2018, 10:59 AM |
Q1 2018 |
251 |
$190M |
+$7.3M |
-$7.27M |
+$29.3K |
XOM, CVX, IVV, NVDA, STZ
|
13F-HR |
5/4/2018, 12:59 PM |
Q4 2017 |
251 |
$199M |
+$1.63M |
-$5.86M |
-$4.23M |
XOM, CVX, IVV, NVDA, STZ
|
13F-HR |
2/2/2018, 04:05 PM |
Q3 2017 |
250 |
$195M |
+$4.4M |
-$5.09M |
-$689K |
XOM, CVX, IVV, NVDA, AGG
|
13F-HR |
11/13/2017, 07:07 PM |
Q2 2017 |
251 |
$188M |
+$13.4M |
-$985K |
+$12.4M |
XOM, CVX, NVDA, IVV, AGG
|
13F-HR |
8/4/2017, 04:40 PM |
Q1 2017 |
235 |
$173M |
+$9.19M |
-$3.51M |
+$5.68M |
XOM, CVX, IVV, NVDA, AGG
|
13F-HR |
5/5/2017, 12:50 PM |
Q4 2016 |
230 |
$171M |
+$9.06M |
-$8.44M |
+$622K |
XOM, CVX, IVV, NVDA, STZ
|
13F-HR |
2/3/2017, 09:15 AM |
Q3 2016 |
243 |
$163M |
+$14.4M |
-$4.85M |
+$9.53M |
XOM, CVX, IVV, STZ, BIV
|
13F-HR |
10/14/2016, 04:13 PM |
Q2 2016 |
92 |
$157M |
+$15.7M |
-$304K |
+$15.4M |
XOM, CVX, IVV, STZ, BIV
|
13F-HR |
7/15/2016, 03:11 PM |
Q1 2016 |
88 |
$132M |
+$3.78M |
-$7.05M |
-$3.27M |
XOM, CVX, IVV, STZ, BIV
|
13F-HR |
4/19/2016, 10:11 AM |
Q4 2015 |
91 |
$131M |
+$21.9M |
-$6.38M |
+$15.5M |
XOM, CVX, STZ, BIV, IVV
|
13F-HR |
1/15/2016, 07:45 PM |
Q3 2015 |
98 |
$110M |
+$1.34M |
-$4M |
-$2.65M |
XOM, BIV, STZ, IVV, RSP
|
13F-HR |
10/19/2015, 10:31 AM |
Q2 2015 |
103 |
$123M |
+$4.55M |
-$1.24M |
+$3.31M |
XOM, BIV, IVV, STZ, RSP
|
13F-HR |
7/23/2015, 01:50 PM |
Q1 2015 |
99 |
$121M |
+$2.54M |
-$2.33M |
+$216K |
XOM, BIV, IVV, STZ, RSP
|
13F-HR |
4/16/2015, 08:27 AM |
Q4 2014 |
99 |
$124M |
+$11M |
-$12M |
-$957K |
XOM, BIV, IVV, RSP, PG
|
13F-HR |
1/13/2015, 08:41 PM |
Q3 2014 |
89 |
$123M |
+$555K |
-$6.81M |
-$6.25M |
XOM, IVV, RSP, IWM, SHY
|
13F-HR |
10/21/2014, 09:26 PM |
Q2 2014 |
90 |
$133M |
+$4.45M |
-$2.09M |
+$2.36M |
XOM, IVV, RSP, IWM, SHY
|
13F-HR |
7/22/2014, 08:58 PM |
Q1 2014 |
89 |
$128M |
+$5.08M |
-$4.98M |
+$96.6K |
XOM, IVV, RSP, IWM, SHY
|
13F-HR |
4/14/2014, 08:04 AM |
Q4 2013 |
85 |
$129M |
$0 |
$0 |
|
XOM, IVV, RSP, IWM, PG
|
13F-HR |
1/29/2014, 07:39 AM |