Q2 2024 |
160 |
$145M |
+$29.7M |
-$25.4M |
+$4.32M |
RSP, IVW, MSFT, HELO, IVE
|
13F-HR |
8/9/2024, 08:47 AM |
Q1 2024 |
188 |
$141M |
+$10.2M |
-$3.03M |
+$7.21M |
MSFT, VTI, IVW, IVE, UNH
|
13F-HR |
5/9/2024, 09:31 AM |
Q4 2023 |
172 |
$125M |
+$11.4M |
-$15.3M |
-$3.82M |
MSFT, VTI, IVW, IVE, UNH
|
13F-HR |
2/12/2024, 02:39 PM |
Q3 2023 |
175 |
$119M |
+$11.8M |
-$11.8M |
+$39.9K |
MSFT, IVW, UNH, IVE, AAPL
|
13F-HR |
11/1/2023, 10:04 AM |
Q2 2023 |
180 |
$122M |
+$7.28M |
-$18.2M |
-$10.9M |
MSFT, IVE, IVW, UNH, AAPL
|
13F-HR |
8/1/2023, 02:18 PM |
Q1 2023 |
184 |
$129M |
+$11.6M |
-$18.7M |
-$7.11M |
MSFT, IVE, UNH, MBB, IVW
|
13F-HR |
5/5/2023, 01:34 PM |
Q4 2022 |
183 |
$132M |
+$16.9M |
-$7.19M |
+$9.67M |
UNH, IVE, MSFT, MBB, IVW
|
13F-HR |
2/9/2023, 11:01 AM |
Q3 2022 |
169 |
$113M |
+$11.2M |
-$12M |
-$811K |
UNH, IVE, IVW, MSFT, MBB
|
13F-HR |
11/3/2022, 04:24 PM |
Q2 2022 |
175 |
$123M |
+$10.6M |
-$19.5M |
-$8.96M |
UNH, IVE, MSFT, IVW, MBB
|
13F-HR |
8/3/2022, 11:13 AM |
Q1 2022 |
195 |
$149M |
+$21.7M |
-$14.1M |
+$7.63M |
IVE, IVW, IWF, MSFT, IGIB
|
13F-HR |
5/12/2022, 05:07 PM |
Q4 2021 |
198 |
$147M |
+$23.5M |
-$11.5M |
+$12M |
IVW, IVE, IGIB, MSFT, IWF
|
13F-HR |
2/11/2022, 12:11 PM |
Q3 2021 |
178 |
$126M |
+$5.68M |
-$10.1M |
-$4.39M |
IVW, IVE, IGIB, IWF, MSFT
|
13F-HR |
10/12/2021, 03:14 PM |
Q2 2021 |
187 |
$132M |
+$9.69M |
-$8.78M |
+$910K |
IVW, IVE, IGIB, IWF, MBB
|
13F-HR |
7/19/2021, 10:36 AM |
Q1 2021 |
180 |
$124M |
+$10.5M |
-$13M |
-$2.44M |
IVW, IVE, IGIB, IWF, MSFT
|
13F-HR |
5/17/2021, 03:24 PM |
Q4 2020 |
186 |
$122M |
$0 |
$0 |
|
IVW, IGIB, IVE, IWF, MSFT
|
13F-HR |
2/11/2021, 06:15 PM |