Q3 2024 |
733 |
$2.18B |
+$195M |
-$136M |
+$59.6M |
SPY, AAPL, SGOV, NVDA, IVV
|
13F-HR |
10/17/2024, 03:20 PM |
Q2 2024 |
700 |
$2.02B |
+$523M |
-$188M |
+$335M |
SPY, SGOV, AAPL, NVDA, SCHG
|
13F-HR |
7/24/2024, 08:39 AM |
Q1 2024 |
659 |
$1.69B |
+$198M |
-$352M |
-$154M |
AAPL, SCHG, IVV, SPY, NVDA
|
13F-HR |
4/16/2024, 12:41 PM |
Q4 2023 |
683 |
$1.74B |
+$190M |
-$98.3M |
+$92.1M |
AAPL, SCHG, IVV, MSFT, PG
|
13F-HR |
1/24/2024, 11:20 AM |
Q3 2023 |
666 |
$1.52B |
+$247M |
-$102M |
+$145M |
AAPL, SCHG, IVV, UCON, SPY
|
13F-HR |
10/24/2023, 12:49 PM |
Q2 2023 |
622 |
$1.41B |
+$163M |
-$101M |
+$61.9M |
AAPL, SCHG, IVV, PG, DGRO
|
13F-HR |
7/18/2023, 08:24 AM |
Q1 2023 |
597 |
$1.3B |
+$185M |
-$141M |
+$44.3M |
AAPL, PG, SCHG, DGRO, UCON
|
13F-HR |
4/27/2023, 11:29 AM |
Q4 2022 |
561 |
$1.2B |
+$261M |
-$84.9M |
+$176M |
AAPL, PG, SCHG, DGRO, IVV
|
13F-HR |
1/19/2023, 11:36 AM |
Q3 2022 |
487 |
$951M |
+$161M |
-$253M |
-$91.8M |
SCHG, AAPL, PG, DGRO, AGG
|
13F-HR |
10/24/2022, 01:39 PM |
Q2 2022 |
502 |
$1.1B |
+$147M |
-$133M |
+$14M |
LECO, IVV, AAPL, DGRO, GLD
|
13F-HR |
7/22/2022, 09:33 AM |
Q1 2022 |
510 |
$1.23B |
+$169M |
-$269M |
-$99.6M |
LECO, IVV, AAPL, GLD, DGRO
|
13F-HR |
4/26/2022, 09:51 AM |
Q4 2021 |
541 |
$1.39B |
+$240M |
-$102M |
+$137M |
LECO, AAPL, VUG, AGG, IVV
|
13F-HR |
1/14/2022, 08:49 AM |
Q3 2021 |
497 |
$1.17B |
+$210M |
-$153M |
+$57.1M |
LECO, AGG, AAPL, VEA, FIXD
|
13F-HR |
10/19/2021, 12:39 PM |
Q2 2021 |
527 |
$1.13B |
+$203M |
-$64.6M |
+$138M |
LECO, AGG, FIXD, AAPL, VEA
|
13F-HR |
7/19/2021, 02:39 PM |
Q1 2021 |
475 |
$942M |
+$243M |
-$59.5M |
+$183M |
LECO, AGG, FIXD, AAPL, VEA
|
13F-HR |
4/27/2021, 11:59 AM |
Q4 2020 |
395 |
$725M |
+$299M |
-$24.6M |
+$275M |
LECO, AAPL, AGG, DGRO, VEA
|
13F-HR |
1/29/2021, 03:37 PM |
Q3 2020 |
303 |
$411M |
+$91.4M |
-$20.7M |
+$70.7M |
AAPL, SCHG, DGRO, LMBS, FIXD
|
13F-HR |
10/29/2020, 02:46 PM |
Q2 2020 |
269 |
$326M |
+$171M |
-$10.3M |
+$161M |
DGRO, LMBS, AAPL, SCHG, SCHV
|
13F-HR |
7/28/2020, 02:29 PM |
Q1 2020 |
290 |
$141M |
+$30.9M |
-$31.1M |
-$210K |
DGRO, LMBS, SCHG, AAPL, SCHV
|
13F-HR |
5/4/2020, 08:30 AM |
Q4 2019 |
161 |
$176M |
+$12.6M |
-$113M |
-$101M |
SCHF, DGRO, SCHV, SCHG, AAPL
|
13F-HR |
1/29/2020, 01:55 PM |
Q3 2019 |
246 |
$261M |
+$25.2M |
-$15.7M |
+$9.5M |
SCHF, VIG, DGRO, SCHV, SCHG
|
13F-HR |
11/12/2019, 09:44 AM |
Q2 2019 |
232 |
$251M |
+$70.6M |
-$11.1M |
+$59.5M |
SCHF, VIG, DGRO, SCHG, SCHV
|
13F-HR |
8/6/2019, 10:25 AM |
Q1 2019 |
214 |
$185M |
+$30.4M |
-$14.3M |
+$16.1M |
VIG, VEA, SPY, AAPL, SCHF
|
13F-HR |
5/7/2019, 08:35 AM |
Q4 2018 |
185 |
$150M |
$0 |
$0 |
|
VIG, SPY, AAPL, VEA, VGT
|
13F-HR |
2/12/2019, 11:42 AM |