Q3 2024 |
691 |
$1.59B |
+$154M |
-$120M |
+$34.6M |
AAPL, QQQ, VUG, MSFT, VTI
|
13F-HR |
10/15/2024, 05:25 PM |
Q2 2024 |
666 |
$1.48B |
+$162M |
-$50.6M |
+$111M |
AAPL, QQQ, VUG, MSFT, COWZ
|
13F-HR |
8/7/2024, 07:14 PM |
Q1 2024 |
641 |
$1.37B |
+$138M |
-$87.6M |
+$49.9M |
QQQ, VUG, MSFT, AAPL, COWZ
|
13F-HR |
5/6/2024, 09:44 PM |
Q4 2023 |
610 |
$1.24B |
+$99.8M |
-$76.8M |
+$23.1M |
AAPL, QQQ, VUG, MSFT, IVV
|
13F-HR |
1/19/2024, 04:45 PM |
Q3 2023 |
594 |
$1.11B |
+$105M |
-$251M |
-$146M |
AAPL, VUG, QQQ, MSFT, COWZ
|
13F-HR |
10/13/2023, 10:30 AM |
Q2 2023 |
670 |
$1.31B |
+$108M |
-$53.9M |
+$54.5M |
MSFT, AAPL, QQQ, VUG, VIG
|
13F-HR |
7/20/2023, 10:24 AM |
Q1 2023 |
637 |
$1.2B |
+$199M |
-$69.8M |
+$129M |
MSFT, AAPL, VUG, QQQ, VIG
|
13F-HR |
4/20/2023, 09:43 PM |
Q4 2022 |
564 |
$1.02B |
+$122M |
-$30.4M |
+$91.7M |
MSFT, AAPL, VUG, VIG, QQQ
|
13F-HR |
1/27/2023, 06:00 PM |
Q3 2022 |
516 |
$875M |
+$316M |
-$185M |
+$131M |
AAPL, MSFT, VUG, VIG, QQQ
|
13F-HR |
10/13/2022, 08:10 PM |
Q2 2022 |
394 |
$743M |
+$142M |
-$137M |
+$5.9M |
VO, RTX, SCHW, AAPL, MSFT
|
13F-HR |
7/13/2022, 01:24 PM |
Q1 2022 |
412 |
$800M |
+$141M |
-$297M |
-$156M |
VOT, AAPL, MSFT, VKI, FTCS
|
13F-HR |
4/18/2022, 08:14 PM |
Q4 2021 |
525 |
$993M |
+$73.4M |
-$32.7M |
+$40.8M |
MSFT, AAPL, VUG, VIG, FTCS
|
13F-HR |
1/20/2022, 09:48 PM |
Q3 2021 |
499 |
$882M |
+$73M |
-$52.4M |
+$20.6M |
MSFT, AAPL, VIG, VUG, SPY
|
13F-HR |
11/5/2021, 02:31 PM |
Q2 2021 |
475 |
$872M |
+$81.2M |
-$31M |
+$50.3M |
MSFT, AAPL, QQQ, VIG, VUG
|
13F-HR |
7/27/2021, 09:03 PM |
Q1 2021 |
449 |
$773M |
+$204M |
-$30.7M |
+$173M |
MSFT, AAPL, QQQ, VIG, VUG
|
13F-HR |
4/27/2021, 09:42 AM |
Q4 2020 |
369 |
$585M |
+$46M |
-$26.4M |
+$19.7M |
AAPL, QQQ, VUG, ARKK, SPY
|
13F-HR |
1/25/2021, 09:24 PM |
Q3 2020 |
355 |
$520M |
+$83M |
-$24.5M |
+$58.5M |
AAPL, QQQ, IVV, SPY, VUG
|
13F-HR |
10/13/2020, 11:56 AM |
Q2 2020 |
305 |
$443M |
+$45.8M |
-$17.4M |
+$28.4M |
IVV, QQQ, AAPL, SPY, MSFT
|
13F-HR |
7/16/2020, 05:00 PM |
Q1 2020 |
287 |
$358M |
+$51.4M |
-$41.2M |
+$10.2M |
IVV, SPY, VYM, AAPL, SPLV
|
13F-HR |
4/29/2020, 02:17 PM |
Q4 2019 |
297 |
$405M |
+$28.7M |
-$14.3M |
+$14.4M |
IVV, VYM, SPLV, AAPL, SPY
|
13F-HR |
1/13/2020, 08:05 PM |
Q3 2019 |
304 |
$362M |
+$20.6M |
-$16.3M |
+$4.33M |
IVV, SPLV, VYM, SPY, VIG
|
13F-HR |
10/15/2019, 11:01 AM |
Q2 2019 |
309 |
$368M |
+$41.7M |
-$10.2M |
+$31.5M |
IVV, VYM, SPY, SPLV, VIG
|
13F-HR |
8/5/2019, 02:21 PM |
Q1 2019 |
292 |
$328M |
+$21.4M |
-$27M |
-$5.61M |
IVV, VYM, VIG, SPY, SPLV
|
13F-HR |
5/7/2019, 08:47 PM |
Q4 2018 |
288 |
$302M |
+$179M |
-$7.61M |
+$172M |
IVV, VYM, VIG, SPY, QQQ
|
Restatement |
2/19/2019, 09:49 AM |
Q3 2018 |
160 |
$129M |
+$23.6M |
-$3.99M |
+$19.6M |
IVV, IJH, IGIB, AGG, SPY
|
13F-HR |
10/25/2018, 06:55 PM |
Q2 2018 |
141 |
$113M |
+$21.8M |
-$14.8M |
+$7.08M |
IVV, IJH, AGG, IGIB, FLOT
|
13F-HR |
7/18/2018, 08:46 PM |
Q1 2018 |
145 |
$106M |
+$15.2M |
-$3.57M |
+$11.6M |
IVV, IGIB, IJH, AGG, FLOT
|
13F-HR |
4/6/2018, 11:56 AM |
Q4 2017 |
132 |
$95.5M |
$0 |
$0 |
|
IVV, IGIB, IJH, USMV, AGG
|
13F-HR |
2/2/2018, 01:39 PM |