| Q2 2024 |
132 |
$806M |
+$194M |
-$61.5M |
+$133M |
JPST, AVLV, DFIC, DIHP, A
|
13F-HR |
8/1/2024, 06:11 PM |
| Q1 2024 |
102 |
$668M |
+$77.9M |
-$100M |
-$22.5M |
JPST, AVLV, DFIC, DIHP, VTI
|
13F-HR |
4/30/2024, 03:15 PM |
| Q4 2023 |
99 |
$660M |
+$52M |
-$72.9M |
-$20.9M |
WFG, JPST, AVLV, JMST, DIHP
|
13F-HR |
2/5/2024, 05:25 PM |
| Q3 2023 |
104 |
$624M |
+$156M |
-$19.1M |
+$137M |
WFG, JPST, VGIT, AVLV, DIHP
|
13F-HR |
10/23/2023, 08:27 PM |
| Q2 2023 |
103 |
$499M |
+$92.4M |
-$70M |
+$22.4M |
JPST, VGIT, AVLV, AAPL, DIHP
|
13F-HR |
7/24/2023, 01:44 PM |
| Q1 2023 |
113 |
$458M |
+$35.6M |
-$6.49M |
+$29.2M |
AVLV, JPST, JMST, DIHP, AAPL
|
13F-HR |
4/12/2023, 09:54 PM |
| Q4 2022 |
111 |
$413M |
+$74.1M |
-$46.4M |
+$27.7M |
AVLV, JMST, JPST, DIHP, AAPL
|
13F-HR |
1/27/2023, 07:23 AM |
| Q3 2022 |
126 |
$362M |
+$58.5M |
-$157M |
-$98.9M |
AVLV, AAPL, JPST, JMST, HPQ
|
13F-HR |
10/28/2022, 06:32 AM |
| Q2 2022 |
224 |
$483M |
+$163M |
-$31.1M |
+$132M |
WFG, AVLV, JPST, HPQ, JMST
|
13F-HR |
8/4/2022, 05:53 PM |
| Q1 2022 |
239 |
$411M |
+$24.4M |
-$40.8M |
-$16.4M |
AAPL, HPQ, JMST, JPST, VTI
|
13F-HR |
5/4/2022, 09:38 PM |
| Q4 2021 |
243 |
$454M |
+$77.9M |
-$18.3M |
+$59.6M |
JMST, HPQ, AAPL, JPST, A
|
13F-HR |
2/4/2022, 06:41 PM |
| Q3 2021 |
239 |
$363M |
+$73.5M |
-$23.2M |
+$50.2M |
AAPL, JPST, A, HPQ, VTI
|
13F-HR |
11/2/2021, 08:53 AM |
| Q2 2021 |
229 |
$315M |
+$112M |
-$2.78M |
+$110M |
JPST, AAPL, VTI, PG, META
|
13F-HR |
8/6/2021, 11:17 AM |
| Q1 2021 |
156 |
$196M |
$0 |
$0 |
|
JPST, VTI, AAPL, JPM, GOOGL
|
13F-HR |
5/20/2021, 04:41 PM |
| Q2 2014 |
98 |
$118M |
+$26M |
-$8.18M |
+$17.8M |
AMJ, CL, RPG, RPV, XOM
|
13F-HR |
8/14/2014, 04:16 PM |
| Q1 2014 |
93 |
$99.4M |
+$5.3M |
-$4.7M |
+$600K |
AMJ, XOM, VTI, JNJ, GOOGL
|
13F-HR |
5/1/2014, 06:47 AM |
| Q4 2013 |
85 |
$97.3M |
$0 |
$0 |
|
AMJ, XOM, VTI, GOOGL, JNJ
|
13F-HR |
2/21/2014, 12:30 PM |