Q3 2024 |
902 |
$2.75B |
+$333M |
-$166M |
+$167M |
VTI, AAPL, MSFT, VOO, NVDA
|
13F-HR |
11/7/2024, 04:24 PM |
Q2 2024 |
859 |
$2.46B |
+$851M |
-$131M |
+$720M |
VTI, MSFT, AAPL, VOO, NVDA
|
13F-HR |
8/6/2024, 03:14 PM |
Q1 2024 |
715 |
$1.74B |
+$99.9M |
-$65.3M |
+$34.7M |
VTI, VOO, MSFT, META, AAPL
|
13F-HR |
4/29/2024, 12:03 PM |
Q4 2023 |
693 |
$1.56B |
+$156M |
-$57.7M |
+$98.7M |
VTI, VOO, MSFT, AAPL, META
|
13F-HR |
1/18/2024, 12:07 PM |
Q3 2023 |
659 |
$1.32B |
+$47.1M |
-$35.6M |
+$11.5M |
VTI, VOO, MSFT, AAPL, SCHB
|
13F-HR |
10/18/2023, 12:55 PM |
Q2 2023 |
659 |
$1.36B |
+$56.9M |
-$85.2M |
-$28.4M |
VTI, VOO, AAPL, MSFT, SCHB
|
13F-HR |
8/10/2023, 02:16 PM |
Q1 2023 |
641 |
$1.29B |
+$180M |
-$48.9M |
+$131M |
VTI, VOO, AAPL, MSFT, SCHB
|
13F-HR |
4/26/2023, 03:27 PM |
Q4 2022 |
554 |
$1.07B |
+$85.1M |
-$111M |
-$25.6M |
VTI, VOO, SCHB, AAPL, MSFT
|
13F-HR |
1/23/2023, 12:40 PM |
Q3 2022 |
569 |
$1.04B |
+$132M |
-$28.2M |
+$103M |
VTI, VOO, AAPL, MSFT, ITOT
|
13F-HR |
11/7/2022, 05:02 PM |
Q2 2022 |
551 |
$1.02B |
+$88.6M |
-$102M |
-$13.9M |
VTI, VOO, AAPL, MSFT, VWO
|
13F-HR |
7/26/2022, 12:04 PM |
Q1 2022 |
607 |
$1.06B |
+$155M |
-$59.4M |
+$95.1M |
VOO, AAPL, MSFT, VXUS, VWO
|
13F-HR |
4/12/2022, 03:25 PM |
Q4 2021 |
579 |
$1.21B |
+$113M |
-$104M |
+$9.49M |
VTI, VOO, AAPL, MSFT, IWV
|
13F-HR |
1/18/2022, 04:19 PM |
Q3 2021 |
532 |
$1.12B |
+$84.5M |
-$49.8M |
+$34.8M |
VTI, VOO, AAPL, MSFT, IWV
|
13F-HR |
10/7/2021, 02:27 PM |
Q2 2021 |
520 |
$1.1B |
+$149M |
-$32.7M |
+$116M |
VTI, VOO, MSFT, VWO, IWV
|
13F-HR |
8/13/2021, 11:08 AM |
Q1 2021 |
488 |
$914M |
+$51.1M |
-$55.6M |
-$4.5M |
VTI, VOO, VWO, MSFT, IWV
|
13F-HR |
4/29/2021, 11:18 AM |
Q4 2020 |
480 |
$876M |
+$80.6M |
-$25.9M |
+$54.8M |
VTI, VOO, MSFT, VWO, IWV
|
13F-HR |
1/29/2021, 10:39 AM |
Q3 2020 |
407 |
$730M |
+$71.5M |
-$43.8M |
+$27.8M |
VTI, VOO, MSFT, VWO, IWV
|
13F-HR |
10/29/2020, 12:04 PM |
Q2 2020 |
419 |
$666M |
+$83.6M |
-$48.4M |
+$35.2M |
VTI, VOO, IWV, MSFT, VWO
|
13F-HR |
8/5/2020, 10:36 AM |
Q1 2020 |
352 |
$528M |
+$145M |
-$74.1M |
+$71M |
VTI, VOO, VEA, IWV, VWO
|
13F-HR |
4/28/2020, 12:55 PM |
Q4 2019 |
367 |
$559M |
+$20.8M |
-$18M |
+$2.8M |
VTI, VEA, VOO, VWO, MSFT
|
13F-HR |
2/4/2020, 05:09 PM |
Q3 2019 |
354 |
$512M |
+$19M |
-$19.7M |
-$678K |
VTI, VEA, VOO, VWO, MSFT
|
13F-HR |
10/31/2019, 03:37 PM |
Q2 2019 |
350 |
$512M |
+$34.8M |
-$53.9M |
-$19.1M |
VTI, VEA, VWO, VOO, MSFT
|
13F-HR |
7/23/2019, 04:58 PM |
Q1 2019 |
378 |
$514M |
+$53.2M |
-$25.8M |
+$27.4M |
VTI, VEA, VWO, VOO, MSFT
|
13F-HR |
4/12/2019, 04:51 PM |
Q4 2018 |
358 |
$434M |
+$52.5M |
-$41.2M |
+$11.3M |
VTI, VEA, VOO, VWO, MSFT
|
13F-HR |
1/29/2019, 11:12 AM |
Q3 2018 |
407 |
$492M |
+$19.9M |
-$31.9M |
-$12M |
VTI, VEA, VOO, MSFT, VO
|
13F-HR |
10/17/2018, 09:12 AM |
Q2 2018 |
442 |
$472M |
+$30.5M |
-$39.5M |
-$8.96M |
VTI, VEA, VOO, VO, MSFT
|
13F-HR |
7/23/2018, 04:59 PM |
Q1 2018 |
446 |
$465M |
+$25.7M |
-$45M |
-$19.2M |
VTI, VEA, VOO, QQQ, VO
|
13F-HR |
4/23/2018, 03:55 PM |
Q4 2017 |
460 |
$513M |
+$35.4M |
-$44M |
-$8.63M |
VTI, VEA, VOO, QQQ, VO
|
13F-HR |
1/17/2018, 01:47 PM |
Q3 2017 |
451 |
$480M |
+$37.2M |
-$25.9M |
+$11.2M |
VTI, VEA, VOO, QQQ, VO
|
13F-HR |
10/23/2017, 08:13 AM |
Q2 2017 |
421 |
$443M |
+$105M |
-$92.8M |
+$12.3M |
VTI, VEA, VOO, QQQ, VO
|
13F-HR |
7/27/2017, 03:48 PM |
Q1 2017 |
355 |
$426M |
+$40.5M |
-$34.1M |
+$6.41M |
VTI, AMJ, VEA, VOO, QQQ
|
13F-HR |
4/21/2017, 03:19 PM |
Q4 2016 |
339 |
$397M |
+$39.2M |
-$88.3M |
-$49.1M |
VEA, AMJ, VTI, VOO, QQQ
|
13F-HR |
1/24/2017, 05:23 PM |
Q3 2016 |
364 |
$441M |
+$64.4M |
-$44.6M |
+$19.8M |
VEA, VTI, QQQ, AMJ, VOO
|
13F-HR |
11/15/2016, 12:50 PM |
Q2 2016 |
277 |
$406M |
+$40.4M |
-$63.7M |
-$23.3M |
VEA, VTI, VOO, QQQ, AMJ
|
13F-HR |
8/25/2016, 04:09 PM |
Q1 2016 |
341 |
$422M |
+$272M |
-$24.6M |
+$248M |
VEA, VOO, QQQ, VTI, PYPL
|
13F-HR |
5/11/2016, 01:55 PM |
Q4 2015 |
87 |
$175M |
+$47M |
-$17.4M |
+$29.6M |
VEA, VOO, COST, USB, HEDJ
|
13F-HR |
2/8/2016, 06:39 PM |
Q3 2015 |
74 |
$141M |
+$61.3M |
-$20.3M |
+$41M |
VEA, USB, VOO, SPY, COST
|
13F-HR |
11/9/2015, 09:30 PM |
Q2 2015 |
81 |
$109M |
+$17.8M |
-$4.12M |
+$13.6M |
SPY, COST, GLD, QQQ, FEZ
|
13F-HR |
8/11/2015, 09:06 PM |
Q1 2015 |
80 |
$97.8M |
+$22.5M |
-$18.3M |
+$4.26M |
SPY, COST, GLD, FEZ, IWM
|
13F-HR |
5/8/2015, 05:13 PM |
Q4 2014 |
96 |
$92.2M |
$0 |
$0 |
|
SPY, COST, GLD, TYG, NML
|
13F-HR |
2/6/2015, 04:57 PM |