Q3 2024 |
123 |
$133M |
+$61.4M |
-$42.6M |
+$18.7M |
GLD, SPY, FBND, AAPL, VXUS
|
13F-HR |
10/17/2024, 04:30 PM |
Q2 2024 |
117 |
$110M |
+$9.6M |
-$8.6M |
+$1M |
GLD, SPY, FBND, AAPL, SIVR
|
13F-HR |
7/26/2024, 12:34 PM |
Q1 2024 |
115 |
$109M |
+$65.8M |
-$40.1M |
+$25.7M |
GLD, SPY, FBND, AAPL, SIVR
|
13F-HR |
4/22/2024, 09:13 PM |
Q4 2023 |
87 |
$79.7M |
+$2.03M |
-$12.5M |
-$10.4M |
GLD, SPLG, SIVR, VXUS, AAPL
|
13F-HR |
1/17/2024, 04:53 PM |
Q3 2023 |
96 |
$84.3M |
+$8.01M |
-$5.59M |
+$2.42M |
GLD, VXUS, SPLG, SIVR, AAPL
|
13F-HR |
11/7/2023, 04:36 PM |
Q2 2023 |
89 |
$85.1M |
+$13.7M |
-$8.94M |
+$4.76M |
AAPL, VXUS, SPLG, GLD, FBND
|
13F-HR |
7/24/2023, 03:49 PM |
Q1 2023 |
86 |
$78.8M |
+$27.8M |
-$38.3M |
-$10.5M |
SPLG, AAPL, VXUS, GLD, FBND
|
13F-HR |
5/1/2023, 03:41 PM |
Q4 2022 |
105 |
$88M |
+$5.78M |
-$8.75M |
-$2.97M |
IVV, AAPL, SHY, SHV, ABBV
|
13F-HR |
1/20/2023, 08:47 AM |
Q3 2022 |
103 |
$83.9M |
+$18.8M |
-$19.8M |
-$1.03M |
IVV, AAPL, SHY, SHV, SH
|
13F-HR |
11/14/2022, 04:45 PM |
Q2 2022 |
109 |
$90.2M |
+$3.86M |
-$3.94M |
-$79.3K |
IVV, SHY, AAPL, IMCB, COMT
|
13F-HR |
8/3/2022, 03:22 PM |
Q1 2022 |
110 |
$101M |
+$17.5M |
-$12.6M |
+$4.83M |
IVV, AAPL, SHY, IMCB, IXN
|
13F-HR |
5/5/2022, 11:46 AM |
Q4 2021 |
117 |
$97.8M |
+$11.2M |
-$5.28M |
+$5.93M |
AAPL, IVV, IXN, SHY, MO
|
13F-HR |
2/11/2022, 03:27 PM |
Q3 2021 |
112 |
$84M |
+$57.7M |
-$2.23M |
+$55.5M |
IVV, AAPL, IXN, SHY, MO
|
13F-HR |
11/12/2021, 01:09 PM |
Q2 2021 |
38 |
$32.6M |
+$3.18M |
-$50.6M |
-$47.4M |
IVV, SHY, IXN, IMTM, IHI
|
13F-HR |
8/17/2021, 03:17 PM |
Q1 2021 |
107 |
$78.6M |
+$5.07M |
-$76.2M |
-$71.1M |
IVV, AAPL, SHY, IXN, IHI
|
13F-HR |
5/13/2021, 12:48 PM |
Q4 2020 |
122 |
$143M |
+$20.9M |
-$18.6M |
+$2.28M |
IVV, IXN, IHI, SHY, AVGO
|
13F-HR |
2/8/2021, 06:00 PM |
Q3 2020 |
117 |
$133M |
+$23.1M |
-$17M |
+$6.04M |
IVV, IXN, SHY, IHI, KMB
|
13F-HR |
10/22/2020, 12:59 PM |
Q2 2020 |
109 |
$121M |
+$32.9M |
-$27.5M |
+$5.4M |
IVV, SHY, LOW, KMB, IXN
|
13F-HR |
7/6/2020, 12:30 PM |
Q1 2020 |
326 |
$102M |
+$21.3M |
-$19.8M |
+$1.49M |
IVV, FLOT, KMB, SHY, UPS
|
13F-HR |
4/27/2020, 04:22 PM |
Q4 2019 |
110 |
$119M |
+$11.3M |
-$14.1M |
-$2.81M |
IVV, FLOT, NVO, KMB, UPS
|
13F-HR |
1/13/2020, 08:42 AM |
Q3 2019 |
105 |
$114M |
+$12.9M |
-$12.4M |
+$500K |
IVV, FLOT, KMB, NVO, UPS
|
13F-HR |
10/11/2019, 02:03 PM |
Q2 2019 |
109 |
$111M |
+$15.4M |
-$18.8M |
-$3.39M |
IVV, NVO, FLOT, LOW, MCD
|
13F-HR |
7/30/2019, 11:28 AM |
Q1 2019 |
105 |
$114M |
+$23.4M |
-$17.3M |
+$6.12M |
NVO, IVV, FLOT, SHY, CSCO
|
13F-HR |
4/12/2019, 01:54 PM |
Q4 2018 |
102 |
$98M |
+$14M |
-$20.3M |
-$6.31M |
ABBV, SHY, IVV, SBUX, MCD
|
13F-HR |
2/12/2019, 03:22 PM |
Q3 2018 |
102 |
$115M |
+$23.8M |
-$20M |
+$3.8M |
LLY, UPS, HPQ, IVV, IMTM
|
13F-HR |
11/16/2018, 03:30 PM |
Q2 2018 |
99 |
$105M |
+$15.9M |
-$15.9M |
-$27K |
LYB, LLY, UPS, HPQ, IVV
|
13F-HR |
8/14/2018, 04:58 PM |
Q1 2018 |
95 |
$102M |
+$12.2M |
-$15.1M |
-$2.91M |
NVO, LYB, UPS, LOW, HPQ
|
13F-HR |
5/11/2018, 04:50 PM |
Q4 2017 |
98 |
$106M |
$0 |
$0 |
|
NVO, LYB, JNJ, UPS, LOW
|
13F-HR |
3/13/2018, 03:50 PM |