Q2 2024 |
616 |
$3.8B |
+$380M |
-$352M |
+$28.4M |
USFR, VOO, VGIT, AGG, RSP
|
13F-HR |
8/13/2024, 04:24 PM |
Q1 2024 |
613 |
$3.76B |
+$680M |
-$76.9M |
+$603M |
USFR, VOO, VGIT, AGG, RSP
|
13F-HR |
4/23/2024, 10:26 AM |
Q4 2023 |
559 |
$3.02B |
+$239M |
-$129M |
+$110M |
USFR, VOO, VGIT, AGG, RSP
|
13F-HR |
2/6/2024, 05:03 PM |
Q3 2023 |
548 |
$2.72B |
+$193M |
-$82.1M |
+$111M |
USFR, VOO, AGG, RSP, AVGO
|
13F-HR |
10/30/2023, 12:33 PM |
Q2 2023 |
542 |
$2.65B |
+$239M |
-$175M |
+$63.8M |
USFR, VOO, AGG, RSP, AVGO
|
13F-HR |
7/25/2023, 03:53 PM |
Q1 2023 |
393 |
$2.48B |
+$238M |
-$91.9M |
+$146M |
USFR, VOO, RSP, PPA, XLV
|
13F-HR |
5/4/2023, 10:43 AM |
Q4 2022 |
403 |
$2.25B |
+$480M |
-$127M |
+$353M |
USFR, VOO, XLV, RSP, PPA
|
13F-HR |
2/7/2023, 09:25 AM |
Q3 2022 |
377 |
$1.85B |
+$465M |
-$115M |
+$350M |
USFR, VOO, VTV, IVV, KCCA
|
13F-HR |
11/9/2022, 05:55 PM |
Q2 2022 |
385 |
$1.61B |
+$683M |
-$72.1M |
+$611M |
USFR, VOO, VTV, IVV, VWO
|
13F-HR |
8/8/2022, 06:43 PM |
Q1 2022 |
327 |
$1.24B |
+$195M |
-$395M |
-$200M |
VOO, VTV, VWO, IVV, AVGO
|
13F-HR |
5/16/2022, 11:06 AM |
Q4 2021 |
297 |
$1.55B |
+$262M |
-$95.4M |
+$166M |
VOO, VWO, BILL, IVV, VTV
|
13F-HR |
2/11/2022, 03:03 PM |
Q3 2021 |
264 |
$1.33B |
+$289M |
-$96.3M |
+$193M |
VOO, BILL, VWO, IVV, IGV
|
13F-HR |
11/15/2021, 05:42 PM |
Q2 2021 |
221 |
$1.14B |
+$253M |
-$116M |
+$137M |
VOO, VWO, IVV, SNOW, EXPD
|
13F-HR |
8/16/2021, 08:54 AM |
Q1 2021 |
194 |
$927M |
+$204M |
-$76M |
+$128M |
VOO, SNOW, IVV, VWO, EXPD
|
13F-HR |
5/17/2021, 10:02 AM |
Q4 2020 |
186 |
$793M |
+$294M |
-$53.4M |
+$241M |
VOO, IVV, EXPD, VWO, IAU
|
13F-HR |
2/12/2021, 08:28 PM |
Q3 2020 |
212 |
$480M |
+$150M |
-$225M |
-$74.7M |
IVV, IAU, EXPD, VWO, AVGO
|
Restatement |
11/16/2020, 12:46 PM |
Q2 2020 |
169 |
$536M |
+$151M |
-$49.2M |
+$101M |
VOO, SCHO, IVV, EXPD, VWO
|
13F-HR |
8/13/2020, 10:05 AM |
Q1 2020 |
128 |
$372M |
+$305M |
-$88.7M |
+$216M |
VOO, EXPD, IVV, SPY, SCHO
|
13F-HR |
5/15/2020, 08:04 AM |
Q4 2019 |
74 |
$172M |
+$82.9M |
-$201M |
-$118M |
MIME, SPY, SMAR, RPV, AAPL
|
13F-HR |
2/12/2020, 09:41 PM |
Q3 2019 |
91 |
$281M |
+$57.4M |
-$5.47M |
+$51.9M |
VOO, IVV, EXPD, SPY, VWO
|
13F-HR |
11/13/2019, 05:34 PM |
Q2 2019 |
75 |
$229M |
+$15.2M |
-$22.4M |
-$7.23M |
VOO, IVV, SPY, VWO, ATMP
|
13F-HR |
8/8/2019, 12:21 PM |
Q1 2019 |
82 |
$231M |
+$151M |
-$233M |
-$81.7M |
VOO, IVV, SPY, VWO, ATMP
|
13F-HR |
5/15/2019, 08:04 PM |
Q4 2018 |
104 |
$283M |
+$23.6M |
-$134M |
-$110M |
SPY, META, APH, GOOG, AVGO
|
13F-HR |
2/13/2019, 08:18 AM |
Q3 2018 |
276 |
$453M |
+$184M |
-$18.7M |
+$166M |
META, SPY, APH, AAPL, GOOG
|
13F-HR |
11/14/2018, 09:06 AM |
Q2 2018 |
477 |
$286M |
+$57.5M |
-$265M |
-$208M |
META, SPY, GOOG, GOOGL, AVGO
|
13F-HR |
8/10/2018, 03:45 PM |
Q1 2018 |
414 |
$347M |
$0 |
$0 |
|
IVV, SSTK, AAPL, GOOG, GOOGL
|
Restatement |
5/22/2018, 04:40 PM |
Q4 2017 |
1,961 |
$783M |
$0 |
$0 |
|
VOO, META, IVV, AAPL, SSTK
|
13F-HR |
2/14/2018, 01:49 PM |