Q3 2024 |
404 |
$1.85B |
+$56.4M |
-$117M |
-$60.1M |
AAPL, IVV, MSFT, BND, IWY
|
13F-HR |
10/24/2024, 06:10 PM |
Q2 2024 |
387 |
$1.81B |
+$84.8M |
-$35.2M |
+$49.5M |
AAPL, MSFT, IVV, BND, VERX
|
13F-HR |
7/30/2024, 05:23 PM |
Q1 2024 |
396 |
$1.7B |
+$96.1M |
-$81.4M |
+$14.7M |
IVV, MSFT, AAPL, BND, VERX
|
13F-HR |
5/1/2024, 07:16 PM |
Q4 2023 |
399 |
$1.6B |
+$118M |
-$184M |
-$65.6M |
AAPL, IVV, MSFT, VERX, IWY
|
13F-HR |
2/2/2024, 01:32 PM |
Q3 2023 |
393 |
$1.53B |
+$519M |
-$20.1M |
+$499M |
AAPL, IVV, MSFT, VERX, BND
|
13F-HR |
11/7/2023, 08:23 PM |
Q2 2023 |
282 |
$1.06B |
+$94.8M |
-$41.4M |
+$53.4M |
IVV, VERX, MSFT, BND, IWY
|
13F-HR |
8/11/2023, 04:35 PM |
Q1 2023 |
268 |
$959M |
+$42.9M |
-$39.8M |
+$3.09M |
IVV, MSFT, BND, IWY, BRKB
|
13F-HR |
5/1/2023, 08:56 PM |
Q4 2022 |
265 |
$925M |
+$630M |
-$8.78M |
+$621M |
IVV, MSFT, MRK, BND, BRKB
|
13F-HR |
2/10/2023, 04:35 PM |
Q3 2022 |
138 |
$282M |
+$13.5M |
-$15.5M |
-$2.03M |
IVV, SCHD, VOT, VIG, RSP
|
13F-HR |
11/3/2022, 06:32 PM |
Q2 2022 |
151 |
$304M |
+$17M |
-$13.4M |
+$3.68M |
IVV, VOT, VIG, SCHD, RSP
|
13F-HR |
8/9/2022, 05:49 PM |
Q1 2022 |
160 |
$358M |
+$116M |
-$5.06M |
+$111M |
IVV, VOT, RSP, VIG, AAPL
|
13F-HR |
5/13/2022, 11:20 AM |
Q4 2021 |
109 |
$263M |
+$25.9M |
-$3.08M |
+$22.8M |
IVV, VOT, VIG, RSP, AAPL
|
13F-HR |
2/9/2022, 08:58 PM |
Q3 2021 |
101 |
$221M |
+$7.62M |
-$4.53M |
+$3.09M |
IVV, VOT, VIG, RSP, AAPL
|
13F-HR |
11/12/2021, 03:48 PM |
Q2 2021 |
100 |
$221M |
+$11M |
-$3.55M |
+$7.5M |
IVV, VOT, VIG, RSP, AAPL
|
13F-HR |
8/10/2021, 11:28 AM |
Q1 2021 |
93 |
$204M |
+$12.2M |
-$23.7M |
-$11.5M |
IVV, VOT, SLQT, VIG, AAPL
|
13F-HR |
5/10/2021, 07:49 PM |
Q4 2020 |
94 |
$202M |
+$29.1M |
-$16.7M |
+$12.4M |
IVV, VOT, VIG, SLQT, AAPL
|
13F-HR |
2/2/2021, 06:57 AM |
Q3 2020 |
91 |
$172M |
+$13.1M |
-$7.12M |
+$5.99M |
IVV, VOT, VIG, MSFT, AAPL
|
13F-HR |
11/6/2020, 09:28 PM |
Q2 2020 |
86 |
$158M |
+$6.4M |
-$25M |
-$18.6M |
IVV, VOT, VIG, MSFT, AAPL
|
13F-HR |
8/6/2020, 08:00 PM |
Q1 2020 |
78 |
$147M |
+$40.1M |
-$5.58M |
+$34.5M |
IVV, VOT, VIG, SPY, MSFT
|
13F-HR |
5/1/2020, 04:44 PM |
Q4 2019 |
89 |
$138M |
+$13.4M |
-$4.55M |
+$8.82M |
IVV, VOT, VIG, MSFT, AAPL
|
13F-HR |
1/31/2020, 05:07 PM |
Q3 2019 |
80 |
$120M |
+$4.02M |
-$3.37M |
+$649K |
IVV, VOT, VIG, SPY, AAPL
|
13F-HR |
11/8/2019, 11:40 AM |
Q2 2019 |
86 |
$118M |
+$7.26M |
-$4.45M |
+$2.81M |
IVV, VOT, VIG, SPY, IVW
|
13F-HR |
8/14/2019, 03:14 PM |
Q1 2019 |
84 |
$111M |
+$5.16M |
-$17.7M |
-$12.5M |
IVV, VOT, VIG, SPY, IVW
|
13F-HR |
5/15/2019, 12:03 PM |
Q4 2018 |
75 |
$110M |
+$17.7M |
-$12M |
+$5.74M |
IVV, VIG, VOT, SPY, EFA
|
13F-HR |
2/12/2019, 11:22 AM |
Q3 2018 |
88 |
$119M |
+$4.07M |
-$6.26M |
-$2.2M |
IVV, VIG, VOT, SPY, IVW
|
13F-HR |
11/7/2018, 03:34 PM |
Q2 2018 |
93 |
$114M |
+$7.59M |
-$6.1M |
+$1.49M |
IVV, VIG, VOT, SPY, IVW
|
13F-HR |
8/10/2018, 04:26 PM |
Q1 2018 |
85 |
$110M |
+$41.9M |
-$10.1M |
+$31.9M |
IVV, VIG, VOT, SPY, VUG
|
13F-HR |
5/11/2018, 09:43 AM |
Q4 2017 |
68 |
$75.4M |
$0 |
-$19.9M |
-$19.9M |
IVV, VOT, REGN, SPY, IJK
|
13F-HR |
2/14/2018, 10:03 AM |
Q3 2017 |
80 |
$96.1M |
+$6.99M |
-$2.01M |
+$4.98M |
IVV, VIG, VOT, REGN, SPY
|
13F-HR |
11/14/2017, 01:20 PM |
Q2 2017 |
72 |
$88.7M |
+$1.05M |
-$12.9M |
-$11.9M |
IVV, VIG, VOT, REGN, IJK
|
13F-HR |
8/11/2017, 02:43 PM |
Q1 2017 |
86 |
$97.2M |
+$9.86M |
-$14.8M |
-$4.98M |
IVV, VIG, VOT, REGN, IJK
|
13F-HR |
5/12/2017, 10:49 AM |
Q4 2016 |
81 |
$98.1M |
$0 |
$0 |
|
IVV, VIG, VOT, SHYD, AGG
|
13F-HR |
3/29/2017, 05:17 PM |