Q3 2024 |
693 |
$2.08B |
+$230M |
-$184M |
+$45.7M |
IVV, SPY, AAPL, MSFT, NVDA
|
13F-HR |
10/24/2024, 05:58 PM |
Q2 2024 |
676 |
$1.94B |
+$221M |
-$196M |
+$24.7M |
IVV, SPY, AAPL, NVDA, MSFT
|
13F-HR |
8/9/2024, 12:39 PM |
Q1 2024 |
690 |
$1.96B |
+$291M |
-$223M |
+$68.3M |
IVV, SPY, NVDA, AAPL, MSFT
|
13F-HR |
5/3/2024, 08:06 PM |
Q4 2023 |
655 |
$1.76B |
+$191M |
-$204M |
-$12.9M |
IVV, SPY, AAPL, IJH, NVDA
|
13F-HR |
2/26/2024, 12:37 PM |
Q3 2023 |
648 |
$1.63B |
+$90.1M |
-$135M |
-$45M |
IVV, SPY, AAPL, BIL, IJH
|
13F-HR |
11/16/2023, 02:27 PM |
Q2 2023 |
658 |
$1.74B |
+$222M |
-$250M |
-$27.9M |
IVV, SPY, AAPL, IJH, IUSV
|
13F-HR |
7/14/2023, 10:57 AM |
Q1 2023 |
660 |
$1.66B |
+$255M |
-$212M |
+$42.7M |
BIL, IVV, AAPL, SPY, IJH
|
13F-HR |
5/5/2023, 05:57 PM |
Q4 2022 |
622 |
$1.55B |
+$200M |
-$203M |
-$2.35M |
IVV, AAPL, SPY, IJH, VOO
|
Restatement |
2/2/2023, 10:06 AM |
Q3 2022 |
636 |
$1.47B |
+$241M |
-$202M |
+$39.2M |
SH, IVV, AAPL, SPY, SDS
|
13F-HR |
11/7/2022, 09:18 PM |
Q2 2022 |
656 |
$1.54B |
+$264M |
-$199M |
+$65.9M |
IVV, SDS, AAPL, EXPI, MSFT
|
13F-HR |
8/12/2022, 02:23 PM |
Q1 2022 |
655 |
$1.71B |
+$373M |
-$258M |
+$115M |
IVV, EXPI, AAPL, SCHD, SDS
|
13F-HR |
5/2/2022, 11:53 AM |
Q4 2021 |
619 |
$1.7B |
+$206M |
-$106M |
+$100M |
EXPI, IVV, AAPL, SCHD, MSFT
|
13F-HR |
2/14/2022, 03:16 PM |
Q3 2021 |
603 |
$1.51B |
+$277M |
-$100M |
+$176M |
EXPI, IVV, SCHD, AAPL, VYM
|
13F-HR |
11/15/2021, 04:24 PM |
Q2 2021 |
576 |
$1.36B |
+$311M |
-$96.2M |
+$215M |
EXPI, IVV, SCHD, AAPL, VTI
|
13F-HR |
8/5/2021, 07:08 PM |
Q1 2021 |
539 |
$1.09B |
+$263M |
-$113M |
+$150M |
SPY, IVV, EXPI, AAPL, SCHD
|
13F-HR |
5/17/2021, 12:46 PM |
Q4 2020 |
497 |
$912M |
+$126M |
-$95M |
+$30.7M |
VYM, EXPI, AAPL, IVV, SPY
|
13F-HR |
2/12/2021, 04:56 PM |
Q3 2020 |
435 |
$791M |
+$141M |
-$227M |
-$85.9M |
EXPI, AAPL, SPY, IVV, AGG
|
13F-HR |
11/9/2020, 11:54 AM |
Q2 2020 |
448 |
$853M |
+$348M |
-$76.8M |
+$271M |
BX, AAPL, VYM, SPY, USMV
|
13F-HR |
8/13/2020, 05:03 PM |
Q1 2020 |
370 |
$511M |
+$113M |
-$235M |
-$122M |
AGG, SHY, MBB, SDS, TIP
|
13F-HR |
5/6/2020, 03:53 PM |
Q4 2019 |
422 |
$741M |
$0 |
$0 |
|
VYM, AAPL, MBB, SPY, SHY
|
13F-HR |
2/6/2020, 03:11 PM |