Q3 2024 |
1,782 |
$9.05B |
+$2.18B |
-$652M |
+$1.53B |
IVV, NVDA, MSFT, AAPL, VTI
|
Restatement |
11/25/2024, 02:27 PM |
Q2 2024 |
1,770 |
$7.25B |
+$2.12B |
-$606M |
+$1.51B |
NVDA, IVV, MSFT, AAPL, AMZN
|
13F-HR |
8/14/2024, 11:25 AM |
Q1 2024 |
1,637 |
$5.84B |
+$1.92B |
-$719M |
+$1.2B |
MSFT, NVDA, AAPL, VTI, AMZN
|
13F-HR |
5/15/2024, 07:30 PM |
Q4 2023 |
1,402 |
$4.18B |
+$936M |
-$486M |
+$450M |
AAPL, MSFT, VTI, GLDM, AMZN
|
13F-HR |
2/14/2024, 07:24 PM |
Q3 2023 |
1,295 |
$3.29B |
+$441M |
-$415M |
+$25.5M |
VTI, AAPL, GLDM, MSFT, VWO
|
13F-HR |
11/15/2023, 10:49 AM |
Q2 2023 |
1,305 |
$3.4B |
+$596M |
-$426M |
+$170M |
VTI, AAPL, GLDM, MSFT, VWO
|
13F-HR |
8/14/2023, 11:24 AM |
Q1 2023 |
1,306 |
$3.03B |
$0 |
$0 |
|
VTI, GLDM, AAPL, VWO, MSFT
|
New Holdings |
5/23/2023, 03:14 PM |
Q1 2023 |
1,306 |
$3.03B |
+$550M |
-$315M |
+$235M |
VTI, GLDM, AAPL, VWO, MSFT
|
13F-HR |
5/15/2023, 01:15 PM |
Q4 2022 |
1,105 |
$2.6B |
+$475M |
-$361M |
+$114M |
VTI, GLDM, VWO, AAPL, MSFT
|
13F-HR |
2/15/2023, 03:27 PM |
Q3 2022 |
1,112 |
$2.41B |
+$328M |
-$477M |
-$148M |
VTI, GLDM, VWO, AAPL, VEA
|
13F-HR |
11/23/2022, 11:19 AM |
Q2 2022 |
1,105 |
$2.73B |
+$524M |
-$444M |
+$80.1M |
VTI, GLDM, VWO, IEMG, AAPL
|
13F-HR |
8/15/2022, 03:04 PM |
Q1 2022 |
1,090 |
$3.32B |
+$822M |
-$748M |
+$73.6M |
VTI, GLDM, VWO, AAPL, VEA
|
13F-HR |
5/19/2022, 08:13 PM |
Q4 2021 |
1,000 |
$3.27B |
+$916M |
-$454M |
+$462M |
VTI, GLDM, VWO, VEA, AAPL
|
13F-HR |
2/16/2022, 12:02 PM |
Q3 2021 |
886 |
$2.67B |
+$505M |
-$224M |
+$281M |
VTI, GLDM, VWO, VEA, IJR
|
13F-HR |
11/15/2021, 08:22 AM |
Q2 2021 |
712 |
$2.56B |
+$667M |
-$266M |
+$401M |
VTI, GLDM, IJR, VWO, MSTR
|
13F-HR |
8/13/2021, 01:08 PM |
Q1 2021 |
561 |
$2.12B |
+$687M |
-$131M |
+$555M |
VTI, GLDM, IJR, VWO, SCHA
|
13F-HR |
5/17/2021, 07:50 AM |
Q4 2020 |
417 |
$1.44B |
+$1.1B |
-$277M |
+$820M |
VTI, GLDM, IJR, VWO, BAR
|
13F-HR |
2/16/2021, 03:30 PM |
Q3 2020 |
246 |
$570M |
+$317M |
-$495M |
-$178M |
SCHR, SPTL, VGLT, EDV, MSFT
|
13F-HR |
11/16/2020, 06:11 AM |
Q2 2020 |
303 |
$733M |
+$417M |
-$79.1M |
+$338M |
BAR, IEMG, VTI, SPEM, VWO
|
13F-HR |
8/17/2020, 12:11 PM |
Q1 2020 |
226 |
$337M |
+$172M |
-$40.7M |
+$131M |
BAR, ITOT, SPEM, SPDW, FENY
|
13F-HR |
5/8/2020, 02:44 PM |
Q4 2019 |
202 |
$236M |
+$46.4M |
-$43.9M |
+$2.51M |
VTI, MSFT, FTSM, VEA, AAPL
|
13F-HR |
2/14/2020, 10:05 AM |
Q3 2019 |
184 |
$222M |
+$53.3M |
-$13.5M |
+$39.8M |
SVXY, FTSM, MSFT, VTI, VWO
|
13F-HR |
11/13/2019, 05:45 PM |
Q2 2019 |
128 |
$181M |
+$39.6M |
-$14.6M |
+$25.1M |
FTSM, VTI, BYON, VWO, SPY
|
13F-HR |
8/15/2019, 03:05 PM |
Q1 2019 |
106 |
$147M |
+$26.1M |
-$20M |
+$6.05M |
FTSM, VTI, ULST, SQ, AGG
|
13F-HR |
5/15/2019, 12:45 PM |
Q4 2018 |
92 |
$130M |
$0 |
$0 |
|
VTI, FTSM, TSM, GSY, SHY
|
13F-HR |
2/14/2019, 05:11 PM |