Q3 2024 |
106 |
$184M |
+$5.64M |
-$5.59M |
+$49.5K |
AAPL, MSFT, NVDA, GOOGL, PANW
|
13F-HR |
10/15/2024, 11:23 AM |
Q2 2024 |
101 |
$175M |
+$17.3M |
-$77M |
-$59.6M |
AAPL, MSFT, NVDA, GOOGL, PANW
|
13F-HR |
7/12/2024, 09:56 AM |
Q1 2024 |
136 |
$240M |
+$15.4M |
-$11.4M |
+$4M |
VTI, AAPL, IJH, MSFT, BOND
|
13F-HR |
4/16/2024, 11:12 AM |
Q4 2023 |
140 |
$226M |
+$10.2M |
-$6.47M |
+$3.72M |
AAPL, VTI, MSFT, BOND, VCIT
|
13F-HR |
1/12/2024, 12:04 PM |
Q3 2023 |
133 |
$203M |
+$30.8M |
-$3.3M |
+$27.5M |
AAPL, VTI, VCIT, BOND, MSFT
|
13F-HR |
10/23/2023, 03:27 PM |
Q2 2023 |
118 |
$183M |
+$7.4M |
-$30.7M |
-$23.3M |
AAPL, VTI, VCIT, BOND, MSFT
|
13F-HR |
7/11/2023, 12:22 PM |
Q1 2023 |
138 |
$198M |
+$5.58M |
-$11.5M |
-$5.87M |
AAPL, VCIT, VTI, BOND, MSFT
|
13F-HR |
4/11/2023, 11:56 AM |
Q4 2022 |
288 |
$196M |
+$4.21M |
-$5.06M |
-$845K |
VCIT, BOND, AAPL, VTI, CVX
|
Restatement |
1/12/2023, 10:32 AM |
Q3 2022 |
289 |
$183M |
+$11.5M |
-$6.17M |
+$5.3M |
VCIT, AAPL, BOND, VTI, HYG
|
13F-HR |
10/18/2022, 01:31 PM |
Q2 2022 |
294 |
$193M |
+$5.88M |
-$4.35M |
+$1.54M |
VCIT, BOND, AAPL, VTI, MSFT
|
13F-HR |
7/15/2022, 11:13 AM |
Q1 2022 |
303 |
$221M |
+$8.47M |
-$2.89M |
+$5.57M |
VCIT, AAPL, BOND, VTI, MSFT
|
13F-HR |
4/8/2022, 03:27 PM |
Q4 2021 |
307 |
$228M |
+$7.38M |
-$5.43M |
+$1.95M |
VCIT, AAPL, BOND, VTI, MSFT
|
13F-HR |
1/18/2022, 08:46 AM |
Q3 2021 |
322 |
$212M |
+$11.8M |
-$3.32M |
+$8.45M |
VCIT, BOND, AAPL, VTI, MBB
|
13F-HR |
10/14/2021, 09:41 AM |
Q2 2021 |
317 |
$205M |
+$10.2M |
-$4.35M |
+$5.82M |
VCIT, AAPL, BOND, VTI, VWO
|
13F-HR |
7/15/2021, 12:33 PM |
Q1 2021 |
318 |
$190M |
+$12.4M |
-$4.16M |
+$8.24M |
VCIT, AAPL, VTI, BOND, VWO
|
13F-HR |
4/13/2021, 10:50 AM |
Q4 2020 |
461 |
$174M |
+$17.2M |
-$2.78M |
+$14.4M |
VCIT, AAPL, VTI, BOND, VWO
|
13F-HR |
1/13/2021, 02:28 PM |
Q3 2020 |
298 |
$148M |
+$15.8M |
-$5.31M |
+$10.5M |
VCIT, AAPL, VTI, BOND, VWO
|
13F-HR |
10/14/2020, 10:38 AM |
Q2 2020 |
259 |
$136M |
+$6.78M |
-$3.54M |
+$3.25M |
VCIT, AAPL, VTI, BOND, LQD
|
13F-HR |
7/7/2020, 12:13 PM |
Q1 2020 |
261 |
$115M |
+$6.5M |
-$2.15M |
+$4.34M |
VCIT, AAPL, VTI, LQD, BOND
|
13F-HR |
4/14/2020, 11:06 AM |
Q4 2019 |
266 |
$138M |
+$11.2M |
-$3.39M |
+$7.81M |
VCIT, AAPL, VTI, IJJ, IJS
|
13F-HR |
1/16/2020, 02:24 PM |
Q3 2019 |
259 |
$123M |
+$4.91M |
-$1.98M |
+$2.92M |
VCIT, VTI, AAPL, LQD, IJJ
|
13F-HR |
10/22/2019, 12:56 PM |
Q2 2019 |
245 |
$118M |
+$3.97M |
-$2.46M |
+$1.51M |
VCIT, VTI, LQD, IJJ, AAPL
|
13F-HR |
7/11/2019, 09:39 AM |
Q1 2019 |
244 |
$114M |
+$3.79M |
-$3.2M |
+$591K |
VCIT, VTI, LQD, IJJ, AAPL
|
13F-HR |
4/12/2019, 02:07 PM |
Q4 2018 |
258 |
$102M |
+$3.68M |
-$3.45M |
+$230K |
VCIT, LQD, VTI, IJJ, IJS
|
13F-HR |
1/16/2019, 02:32 PM |
Q3 2018 |
256 |
$115M |
+$3.47M |
-$3.52M |
-$42.3K |
VCIT, LQD, VTI, AAPL, IJS
|
13F-HR |
10/16/2018, 03:33 PM |
Q2 2018 |
246 |
$110M |
+$3.84M |
-$1.5M |
+$2.34M |
VCIT, LQD, VTI, IJS, IJJ
|
13F-HR |
7/12/2018, 01:11 PM |
Q1 2018 |
246 |
$106M |
+$7.28M |
-$4.94M |
+$2.33M |
VCIT, LQD, VTI, IJJ, IJS
|
13F-HR |
4/10/2018, 04:39 PM |
Q4 2017 |
255 |
$106M |
+$1.75M |
-$3.35M |
-$1.6M |
VCIT, LQD, IJJ, IJS, AAPL
|
13F-HR |
1/16/2018, 09:00 AM |
Q3 2017 |
263 |
$104M |
+$1.97M |
-$3.12M |
-$1.15M |
VCIT, LQD, IJS, IJJ, AAPL
|
13F-HR |
10/20/2017, 03:05 PM |
Q2 2017 |
267 |
$102M |
+$4.19M |
-$1.36M |
+$2.82M |
VCIT, LQD, IJJ, IJS, AAPL
|
13F-HR |
7/17/2017, 01:07 PM |
Q1 2017 |
243 |
$97.3M |
+$1.56M |
-$14.4M |
-$12.8M |
VCIT, LQD, IJJ, IJS, AAPL
|
13F-HR |
4/17/2017, 01:36 PM |
Q4 2016 |
245 |
$107M |
$0 |
$0 |
|
VCIT, LQD, IJS, IJJ, AAPL
|
13F-HR |
1/25/2017, 02:26 PM |