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 |
-$84.5M |
USFR, FTSM, AAPL, SPY, DGRW
|
13F-HR |
10/12/2023, 02:48 PM |
Q2 2023 |
3,455 |
$2.39B |
$0 |
$0 |
|
AAPL, USFR, FTSM, SPY, TLT
|
New Holdings |
8/14/2023, 03:06 PM |
Q2 2023 |
3,457 |
$2.39B |
$0 |
$0 |
|
AAPL, USFR, FTSM, SPY, TLT
|
13F-HR |
8/4/2023, 09:55 AM |
Q1 2023 |
3,363 |
$1.29B |
$0 |
$0 |
|
USFR, FTSM, FIXD, BIL, TLT
|
13F-HR |
4/18/2023, 10:19 AM |
Q4 2022 |
4,600 |
$2.11B |
$0 |
$0 |
|
AAPL, BIL, FTSM, BND, USFR
|
13F-HR |
2/7/2023, 12:40 PM |
Q3 2022 |
4,788 |
$2.16B |
$0 |
$0 |
|
BIL, VEA, MINT, FTSM, XLE
|
13F-HR |
11/8/2022, 11:36 AM |
Q2 2022 |
4,556 |
$1.84B |
$0 |
$0 |
|
VEA, MINT, FTGC, JPST, XLE
|
New Holdings |
9/6/2022, 10:05 AM |
Q2 2022 |
4,559 |
$1.84B |
$0 |
$0 |
|
VEA, MINT, FTGC, JPST, XLE
|
13F-HR |
8/12/2022, 09:23 AM |
Q1 2022 |
4,556 |
$1.66B |
$0 |
$0 |
|
SCHX, VEA, MINT, FTGC, JPST
|
New Holdings |
9/6/2022, 10:26 AM |
Q1 2022 |
5,164 |
$4.52B |
$0 |
$0 |
|
SCHX, VEA, MINT, FTGC, JPST
|
13F-HR |
8/8/2022, 12:41 PM |
Q4 2021 |
2,942 |
$5.1B |
+$248M |
-$284M |
-$36.4M |
QQQ, AAPL, SPY, IEF, IVW
|
13F-HR |
1/12/2022, 12:29 PM |
Q3 2021 |
2,977 |
$4.93B |
+$342M |
-$224M |
+$117M |
AAPL, QQQ, SPY, AMZN, IVW
|
13F-HR |
10/6/2021, 10:44 AM |
Q2 2021 |
2,922 |
$4.83B |
+$297M |
-$697M |
-$401M |
AAPL, SPY, QQQ, IWM, EFA
|
13F-HR |
7/13/2021, 03:22 PM |
Q1 2021 |
2,853 |
$5.14B |
+$2.92B |
-$319M |
+$2.6B |
AAPL, SPY, QQQ, IWM, EFA
|
13F-HR |
4/30/2021, 02:17 PM |
Q4 2020 |
2,797 |
$2.47B |
+$813M |
-$156M |
+$657M |
AAPL, SPY, QQQ, FIXD, AMZN
|
13F-HR |
1/25/2021, 04:14 PM |
Q3 2020 |
2,683 |
$1.67B |
+$481M |
-$126M |
+$355M |
AAPL, SPY, QQQ, EDV, AMZN
|
13F-HR |
10/29/2020, 03:18 PM |
Q2 2020 |
2,577 |
$1.26B |
+$254M |
-$117M |
+$137M |
AAPL, SPY, QQQ, IEF, LMBS
|
13F-HR |
8/5/2020, 01:57 PM |
Q1 2020 |
2,518 |
$988M |
+$127M |
-$240M |
-$113M |
AAPL, QQQ, SPY, LMBS, IEF
|
13F-HR |
5/12/2020, 11:21 AM |
Q4 2019 |
2,705 |
$1.33B |
+$116M |
-$375M |
-$258M |
QQQ, SPY, AAPL, IVV, IVW
|
13F-HR |
1/16/2020, 05:43 PM |
Q3 2019 |
2,912 |
$1.49B |
+$899M |
-$157M |
+$741M |
SPY, AAPL, QQQ, IVV, USMV
|
13F-HR |
11/7/2019, 12:31 PM |
Q1 2019 |
2,245 |
$732M |
+$61.9M |
-$1.16B |
-$1.09B |
SPY, QQQ, FTSM, AAPL, IJH
|
13F-HR |
5/15/2019, 11:33 AM |
Q4 2018 |
3,343 |
$1.64B |
+$97.3M |
-$577M |
-$480M |
QQQ, AAPL, SPY, IJH, VTI
|
Restatement |
6/3/2019, 02:37 PM |
Q3 2018 |
3,689 |
$2.45B |
+$190M |
-$219M |
-$28.4M |
VTI, QQQ, AAPL, IJH, SPY
|
Restatement |
6/3/2019, 02:31 PM |
Q2 2018 |
3,743 |
$2.37B |
+$467M |
-$306M |
+$161M |
VTI, QQQ, IJH, AAPL, SPY
|
Restatement |
6/3/2019, 02:26 PM |
Q1 2018 |
3,447 |
$2.18B |
+$7.14M |
$0 |
+$7.14M |
VTI, AAPL, IJH, QQQXXXX, SPY
|
Restatement |
6/3/2019, 02:14 PM |
Q4 2017 |
3,673 |
$2.2B |
+$151M |
-$558M |
-$407M |
VTI, AAPL, IJH, QQQXXXX, 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 |
3,945 |
$2.36B |
+$230M |
-$202M |
+$28.6M |
AAPL, IJH, QQQXXXX, IVV, SPY
|
Restatement |
6/3/2019, 01:23 PM |
Q1 2017 |
3,854 |
$2.29B |
+$282M |
-$134M |
+$147M |
AAPL, VTI, IJH, QQQXXXX, T
|
Restatement |
6/3/2019, 01:17 PM |
Q4 2016 |
3,852 |
$2.07B |
+$353M |
-$182M |
+$171M |
AAPL, VTI, T, QQQXXXX, 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 |
3,698 |
$1.79B |
+$926M |
-$171M |
+$754M |
BND, VTI, AGG, AAPL, T
|
Restatement |
6/3/2019, 12:27 PM |
Q1 2016 |
1,411 |
$395M |
$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 |