Q2 2024 |
3,237 |
$2.5B |
+$419M |
-$184M |
+$235M |
AAPL, QQQ, SPY, VUG, DGRW
|
13F-HR |
7/30/2024, 10:59 AM |
Q1 2024 |
3,132 |
$2.28B |
+$269M |
-$237M |
+$32.7M |
AAPL, DGRW, QQQ, TLT, IVV
|
13F-HR |
7/30/2024, 10:57 AM |
Q4 2023 |
3,042 |
$2.12B |
+$257M |
-$538M |
-$281M |
AAPL, FTSM, SPY, TLT, DGRW
|
13F-HR |
1/9/2024, 01:21 PM |
Q3 2023 |
3,305 |
$2.22B |
+$212M |
-$296M |
-$84.3M |
USFR, FTSM, AAPL, SPY, DGRW
|
13F-HR |
10/12/2023, 02:48 PM |
Q2 2023 |
3,455 |
$2.38B |
$0 |
$0 |
|
AAPL, USFR, FTSM, SPY, TLT
|
New Holdings |
8/14/2023, 03:06 PM |
Q2 2023 |
5,638 |
$2.38B |
$0 |
$0 |
|
AAPL, USFR, FTSM, SPY, TLT
|
13F-HR |
8/4/2023, 09:55 AM |
Q1 2023 |
3,363 |
$1.08B |
$0 |
$0 |
|
USFR, FTSM, FIXD, BIL, TLT
|
13F-HR |
4/18/2023, 10:19 AM |
Q4 2022 |
4,600 |
$1.56B |
$0 |
$0 |
|
BIL, FTSM, BND, USFR, MINT
|
13F-HR |
2/7/2023, 12:40 PM |
Q3 2022 |
4,788 |
$1.55B |
$0 |
$0 |
|
BIL, MINT, FTSM, XLE, JPST
|
13F-HR |
11/8/2022, 11:36 AM |
Q2 2022 |
4,556 |
$1.35B |
$0 |
$0 |
|
VEA, MINT, FTGC, JPST, XLE
|
New Holdings |
9/6/2022, 10:05 AM |
Q2 2022 |
4,600 |
$1.35B |
$0 |
$0 |
|
VEA, MINT, FTGC, JPST, XLE
|
13F-HR |
8/12/2022, 09:23 AM |
Q1 2022 |
4,556 |
$1.22B |
$0 |
$0 |
|
VEA, MINT, JPST, XLE, SCHG
|
New Holdings |
9/6/2022, 10:26 AM |
Q1 2022 |
5,482 |
$4.08B |
$0 |
$0 |
|
VEA, MINT, JPST, XLE, SCHG
|
13F-HR |
8/8/2022, 12:41 PM |
Q4 2021 |
3,319 |
$5.1B |
+$249M |
-$286M |
-$36.8M |
QQQ, AAPL, SPY, IEF, IVW
|
13F-HR |
1/12/2022, 12:29 PM |
Q3 2021 |
3,293 |
$4.93B |
+$342M |
-$227M |
+$115M |
AAPL, QQQ, SPY, AMZN, IVW
|
13F-HR |
10/6/2021, 10:44 AM |
Q2 2021 |
3,004 |
$4.83B |
+$296M |
-$697M |
-$401M |
AAPL, SPY, QQQ, IWM, EFA
|
13F-HR |
7/13/2021, 03:22 PM |
Q1 2021 |
2,937 |
$5.14B |
+$2.92B |
-$319M |
+$2.6B |
AAPL, SPY, QQQ, IWM, EFA
|
13F-HR |
4/30/2021, 02:17 PM |
Q4 2020 |
2,881 |
$2.47B |
+$813M |
-$156M |
+$656M |
AAPL, SPY, QQQ, FIXD, AMZN
|
13F-HR |
1/25/2021, 04:14 PM |
Q3 2020 |
2,784 |
$1.67B |
+$478M |
-$126M |
+$353M |
AAPL, SPY, QQQ, EDV, AMZN
|
13F-HR |
10/29/2020, 03:18 PM |
Q2 2020 |
2,683 |
$1.26B |
+$250M |
-$116M |
+$134M |
AAPL, SPY, QQQ, IEF, LMBS
|
13F-HR |
8/5/2020, 01:57 PM |
Q1 2020 |
2,689 |
$983M |
+$126M |
-$230M |
-$105M |
AAPL, QQQ, SPY, LMBS, IEF
|
13F-HR |
5/12/2020, 11:21 AM |
Q4 2019 |
2,804 |
$1.33B |
+$116M |
-$375M |
-$258M |
QQQ, SPY, AAPL, IVV, IVW
|
13F-HR |
1/16/2020, 05:43 PM |
Q3 2019 |
3,033 |
$1.49B |
+$896M |
-$157M |
+$739M |
SPY, AAPL, QQQ, IVV, USMV
|
13F-HR |
11/7/2019, 12:31 PM |
Q1 2019 |
2,337 |
$732M |
+$61.9M |
-$1.15B |
-$1.09B |
SPY, QQQ, FTSM, AAPL, IJH
|
13F-HR |
5/15/2019, 11:33 AM |
Q4 2018 |
3,438 |
$1.64B |
+$97.2M |
-$577M |
-$479M |
QQQ, AAPL, SPY, IJH, VTI
|
Restatement |
6/3/2019, 02:37 PM |
Q3 2018 |
3,753 |
$2.45B |
+$190M |
-$218M |
-$27.8M |
VTI, QQQ, AAPL, IJH, SPY
|
Restatement |
6/3/2019, 02:31 PM |
Q2 2018 |
3,797 |
$2.37B |
+$454M |
-$300M |
+$155M |
VTI, QQQ, IJH, AAPL, SPY
|
Restatement |
6/3/2019, 02:26 PM |
Q1 2018 |
3,733 |
$2.15B |
+$6.9M |
$0 |
+$6.9M |
VTI, AAPL, IJH, QQQ, SPY
|
Restatement |
6/3/2019, 02:14 PM |
Q4 2017 |
3,731 |
$2.2B |
+$151M |
-$557M |
-$407M |
VTI, AAPL, IJH, QQQ, IVV
|
Restatement |
6/3/2019, 01:31 PM |
Q3 2017 |
4,012 |
$2.51B |
+$213M |
-$136M |
+$77M |
AAPL, VTI, QQQ, IJH, SPY
|
13F-HR |
10/30/2017, 05:01 PM |
Q2 2017 |
4,023 |
$2.35B |
+$230M |
-$202M |
+$28.1M |
AAPL, IJH, QQQ, IVV, SPY
|
Restatement |
6/3/2019, 01:23 PM |
Q1 2017 |
3,927 |
$2.29B |
+$281M |
-$134M |
+$147M |
AAPL, VTI, IJH, QQQ, T
|
Restatement |
6/3/2019, 01:17 PM |
Q4 2016 |
3,925 |
$2.07B |
+$352M |
-$182M |
+$170M |
AAPL, VTI, T, QQQ, PG
|
Restatement |
6/3/2019, 01:06 PM |
Q3 2016 |
3,860 |
$1.88B |
+$173M |
-$113M |
+$60M |
AAPL, VTI, BND, AGG, SPY
|
13F-HR |
11/4/2016, 02:17 PM |
Q2 2016 |
3,794 |
$1.79B |
+$735M |
-$156M |
+$579M |
BND, VTI, AGG, AAPL, T
|
Restatement |
6/3/2019, 12:27 PM |
Q1 2016 |
2,337 |
$312M |
$0 |
$0 |
|
QQQ, FTSM, IYR, AGG, IEFA
|
Restatement |
6/3/2019, 12:07 PM |
Q4 2015 |
3,685 |
$1.49B |
$0 |
$0 |
|
AAPL, VTI, QQQ, PG, SPY
|
13F-HR |
2/11/2016, 09:20 AM |