Q3 2024 |
144 |
$307M |
+$11.2M |
-$79.1M |
-$67.9M |
MSFT, SPLG, SCHD, AAPL, VUG
|
13F-HR |
10/22/2024, 10:44 AM |
Q2 2024 |
155 |
$360M |
+$23.2M |
-$15M |
+$8.14M |
MSFT, SPLG, AAPL, SCHD, VUG
|
13F-HR |
7/16/2024, 01:31 PM |
Q1 2024 |
158 |
$348M |
+$30.2M |
-$26M |
+$4.23M |
MSFT, SPLG, SCHD, AAPL, VUG
|
13F-HR |
4/25/2024, 12:11 PM |
Q4 2023 |
154 |
$320M |
+$25.4M |
-$10.2M |
+$15.2M |
MSFT, SCHD, AAPL, VUG, SPLG
|
13F-HR |
1/24/2024, 06:05 PM |
Q3 2023 |
146 |
$270M |
+$37.3M |
-$24.8M |
+$12.5M |
MSFT, SCHD, AAPL, VUG, VEA
|
13F-HR |
12/6/2023, 06:34 PM |
Q2 2023 |
152 |
$272M |
+$25.2M |
-$16.9M |
+$8.35M |
MSFT, SCHD, AAPL, VEA, VUG
|
13F-HR |
1/24/2024, 06:10 PM |
Q1 2023 |
160 |
$246M |
+$43.7M |
-$25.3M |
+$18.3M |
MSFT, SCHD, AAPL, VEA, VUG
|
13F-HR |
4/17/2023, 09:31 PM |
Q4 2022 |
145 |
$211M |
+$61.5M |
-$8.59M |
+$52.9M |
MSFT, AAPL, SCHD, VEA, MUB
|
13F-HR |
2/9/2023, 08:39 PM |
Q3 2022 |
123 |
$149M |
+$59.7M |
-$3.93M |
+$55.8M |
MSFT, AAPL, VEA, BRKB, SCHD
|
13F-HR |
10/26/2022, 06:25 PM |
Q2 2022 |
82 |
$98.5M |
+$16M |
-$9.15M |
+$6.87M |
MSFT, BRKB, VEA, AAPL, VNQ
|
13F-HR |
8/2/2022, 08:50 PM |
Q1 2022 |
84 |
$109M |
+$2.14M |
-$4.32M |
-$2.18M |
MSFT, BRKB, AAPL, VNQ, DON
|
13F-HR |
5/10/2022, 08:10 PM |
Q4 2021 |
86 |
$116M |
+$2.44M |
-$5.63M |
-$3.19M |
MSFT, AAPL, BRKB, JPIB, VNQ
|
13F-HR |
2/8/2022, 05:35 PM |
Q3 2021 |
79 |
$109M |
+$225K |
$0 |
+$225K |
MSFT, JPIB, BRKB, AAPL, DON
|
13F-HR |
11/12/2021, 10:35 AM |
Q2 2021 |
228 |
$0 |
$0 |
$0 |
|
|
13F-HR |
8/11/2021, 09:35 PM |
Q1 2021 |
80 |
$135M |
+$4.85M |
-$3.55M |
+$1.3M |
MSFT, QUS, JQUA, JPIB, EFAV
|
13F-HR |
5/12/2021, 09:55 AM |
Q4 2020 |
79 |
$129M |
+$6.48M |
-$3.89M |
+$2.59M |
MSFT, QUS, JQUA, JPIB, VMBS
|
13F-HR |
2/5/2021, 05:30 PM |
Q3 2020 |
74 |
$117M |
+$378K |
-$392K |
-$14.3K |
MSFT, QUS, JQUA, JPIB, VMBS
|
13F-HR |
11/16/2020, 03:27 PM |
Q2 2020 |
85 |
$3.22M |
$0 |
$0 |
|
QUAL, VHT, SBAC, ICF, MCD
|
13F-HR |
8/20/2020, 04:31 PM |
Q1 2020 |
70 |
$94.9M |
+$3.53M |
-$4.4M |
-$869K |
JPIB, QUS, MSFT, JQUA, EFAV
|
13F-HR |
4/28/2020, 01:40 PM |
Q4 2019 |
80 |
$114M |
+$5.23M |
-$1.33M |
+$3.9M |
QUS, JPIB, JQUA, EFAV, MSFT
|
13F-HR |
2/7/2020, 05:26 PM |
Q3 2019 |
69 |
$104M |
+$3.82M |
-$628K |
+$3.2M |
QUS, JPIB, JQUA, EFAV, MSFT
|
13F-HR |
10/31/2019, 03:36 PM |
Q2 2019 |
63 |
$98.5M |
+$12.5M |
-$8.98M |
+$3.49M |
JPIB, QUS, JQUA, EFAV, MSFT
|
13F-HR |
8/20/2019, 01:26 PM |
Q1 2019 |
61 |
$96M |
+$2.37M |
-$2.41M |
-$42.1K |
QUS, JPIB, BRKB, EFAV, MSFT
|
13F-HR |
5/23/2019, 05:01 PM |
Q4 2018 |
58 |
$89.3M |
$0 |
$0 |
|
JPIB, QUS, BRKB, EFAV, MSFT
|
13F-HR |
3/7/2019, 06:00 PM |