Q2 2024 |
475 |
$679M |
+$69M |
-$19.6M |
+$49.4M |
IVV, B, IVE, MSFT, AAPL
|
13F-HR |
7/26/2024, 02:33 PM |
Q1 2024 |
476 |
$629M |
+$101M |
-$43.4M |
+$57.9M |
IVV, B, IVE, SCHG, AAPL
|
13F-HR |
4/30/2024, 09:18 AM |
Q4 2023 |
458 |
$529M |
+$51.9M |
-$49.6M |
+$2.22M |
IVV, B, AAPL, SCHG, MSFT
|
13F-HR |
1/19/2024, 10:44 AM |
Q3 2023 |
460 |
$482M |
+$37.9M |
-$63.9M |
-$26M |
IVV, B, AAPL, SCHG, MSFT
|
13F-HR |
10/19/2023, 05:03 PM |
Q2 2023 |
465 |
$530M |
+$40M |
-$30.2M |
+$9.86M |
IVV, B, AAPL, SCHG, IJR
|
13F-HR |
7/17/2023, 05:01 PM |
Q1 2023 |
458 |
$493M |
+$60.5M |
-$34M |
+$26.5M |
IVV, B, AAPL, SCHG, VEA
|
13F-HR |
4/20/2023, 03:07 PM |
Q4 2022 |
428 |
$442M |
+$31.6M |
-$32.1M |
-$555K |
B, IVV, SCHG, AAPL, VEA
|
13F-HR |
1/17/2023, 02:22 PM |
Q3 2022 |
401 |
$410M |
+$39.1M |
-$81.3M |
-$42.2M |
IVV, B, AAPL, SCHG, FCTR
|
13F-HR |
10/31/2022, 05:39 PM |
Q2 2022 |
1,914 |
$481M |
+$44.1M |
-$30.5M |
+$13.6M |
IVV, B, AAPL, SCHG, FCTR
|
13F-HR |
7/29/2022, 03:41 PM |
Q1 2022 |
1,973 |
$561M |
+$59.6M |
-$62M |
-$2.4M |
B, IVV, AAPL, SCHG, ESGU
|
13F-HR |
5/10/2022, 05:41 PM |
Q4 2021 |
2,064 |
$602M |
+$41.5M |
-$38.3M |
+$3.16M |
B, IVV, AAPL, SCHG, ESGU
|
13F-HR |
1/7/2022, 06:12 PM |
Q3 2021 |
2,069 |
$564M |
+$71.6M |
-$39M |
+$32.7M |
B, IVV, AAPL, SCHG, PTBD
|
13F-HR |
11/24/2021, 12:36 PM |
Q2 2021 |
2,003 |
$547M |
+$126M |
-$40M |
+$85.9M |
B, IVV, AAPL, VIG, PTBD
|
13F-HR |
7/30/2021, 11:07 AM |
Q1 2021 |
1,903 |
$436M |
+$64.7M |
-$42.8M |
+$21.8M |
B, AAPL, VIG, SCHG, BUFR
|
13F-HR |
4/29/2021, 10:03 AM |
Q4 2020 |
1,777 |
$399M |
+$76.8M |
-$23.6M |
+$53.2M |
B, AAPL, VIG, SCHG, FJUL
|
13F-HR |
1/15/2021, 11:28 AM |
Q3 2020 |
1,586 |
$307M |
+$53.4M |
-$14.7M |
+$38.7M |
B, AAPL, VIG, DNOV, SCHG
|
13F-HR |
10/21/2020, 11:44 AM |
Q2 2020 |
1,553 |
$261M |
+$42.7M |
-$35.2M |
+$7.46M |
B, VIG, AAPL, SCHG, IVV
|
13F-HR |
7/10/2020, 01:29 PM |
Q1 2020 |
1,472 |
$219M |
+$42.3M |
-$22.7M |
+$19.7M |
B, VIG, CFA, AAPL, SCHG
|
13F-HR |
4/15/2020, 12:52 PM |
Q4 2019 |
1,232 |
$252M |
+$26.6M |
-$14.1M |
+$12.5M |
B, VIG, CFA, AAPL, SCHG
|
13F-HR |
1/22/2020, 03:44 PM |
Q3 2019 |
1,207 |
$222M |
+$34.1M |
-$27.3M |
+$6.85M |
B, VIG, CFA, SCHG, AAPL
|
13F-HR |
10/25/2019, 02:29 PM |
Q2 2019 |
1,248 |
$216M |
+$34.4M |
-$20.5M |
+$13.8M |
B, CFA, FSKXXXX, AAPL, VIG
|
13F-HR |
8/7/2019, 12:43 PM |
Q1 2019 |
1,139 |
$194M |
+$37.5M |
-$9.7M |
+$27.8M |
B, CFA, SCHG, FSKXXXX, VIG
|
13F-HR |
4/29/2019, 04:05 PM |
Q4 2018 |
909 |
$152M |
+$30.6M |
-$17.9M |
+$12.6M |
B, CFA, SCHG, FSKXXXX, CLNC
|
13F-HR |
2/4/2019, 12:22 PM |
Q3 2018 |
915 |
$167M |
+$80.1M |
-$10.3M |
+$69.8M |
B, CFA, SCHG, CLNC, FSKXXXX
|
13F-HR |
10/30/2018, 12:16 PM |
Q2 2018 |
559 |
$93.4M |
+$15M |
-$59.8M |
-$44.8M |
CFA, SCHG, FSKXXXX, ROAM, NEAR
|
13F-HR |
8/13/2018, 09:35 PM |
Q1 2018 |
927 |
$134M |
+$24.8M |
-$16.4M |
+$8.45M |
CFA, FSKXXXX, CEY, NEAR, AAPL
|
13F-HR |
5/14/2018, 03:21 PM |
Q4 2017 |
909 |
$134M |
+$24.1M |
-$6.95M |
+$17.2M |
CFA, FSKXXXX, CEZ, LVHI, NEAR
|
13F-HR |
2/14/2018, 03:42 PM |
Q3 2017 |
884 |
$112M |
+$21.5M |
-$3.6M |
+$17.9M |
CFA, FSKXXXX, CEZ, LVHI, VIG
|
13F-HR |
10/26/2017, 01:37 PM |
Q2 2017 |
898 |
$90.8M |
+$11.4M |
-$8.38M |
+$3.03M |
CFA, FSKXXXX, LVHI, VIG, VTI
|
13F-HR |
8/8/2017, 01:01 PM |
Q1 2017 |
806 |
$86.2M |
+$15.2M |
-$3.38M |
+$11.8M |
CFA, FSKXXXX, DVY, LVHI, VIG
|
13F-HR |
5/5/2017, 03:14 PM |
Q4 2016 |
739 |
$72.6M |
$0 |
$0 |
|
CFA, FSKXXXX, LVHI, DVY, VIG
|
13F-HR |
3/2/2017, 04:51 PM |