Q3 2024 |
186 |
$1.47B |
+$159M |
-$48.3M |
+$110M |
IEI, IVV, VOO, VMBS, QQQ
|
13F-HR |
10/24/2024, 06:18 PM |
Q2 2024 |
147 |
$1.3B |
+$44.5M |
-$79.8M |
-$35.3M |
IEI, VOO, AVGO, VMBS, IVV
|
13F-HR |
7/19/2024, 05:26 PM |
Q1 2024 |
145 |
$1.35B |
+$45.4M |
-$69.9M |
-$24.5M |
VOO, IEI, AVGO, VMBS, IVV
|
13F-HR |
4/30/2024, 03:12 PM |
Q4 2023 |
149 |
$1.29B |
$0 |
$0 |
|
IEI, VOO, VMBS, AVGO, IBM
|
13F-HR |
2/9/2024, 06:39 PM |
Q3 2023 |
0 |
|
|
|
|
|
13F-NT |
11/14/2023, 04:24 PM |
Q2 2023 |
0 |
|
|
|
|
|
13F-NT |
8/14/2023, 03:44 PM |
Q1 2023 |
0 |
|
|
|
|
|
13F-NT |
5/15/2023, 04:16 PM |
Q4 2022 |
0 |
|
|
|
|
|
13F-NT |
2/14/2023, 04:25 PM |
Q3 2022 |
0 |
|
|
|
|
|
13F-NT |
11/14/2022, 02:58 PM |
Q2 2022 |
0 |
|
|
|
|
|
13F-NT |
8/15/2022, 05:22 PM |
Q1 2022 |
307 |
$2.24B |
+$758M |
-$140M |
+$619M |
IVV, VOO, QQQ, VMBS, IEI
|
Restatement |
5/10/2022, 08:11 PM |
Q4 2021 |
303 |
$1.65B |
+$274M |
-$52.4M |
+$222M |
IVV, VOO, QQQ, VMBS, VEA
|
Restatement |
2/14/2022, 10:16 AM |
Q3 2021 |
153 |
$1.35B |
+$63.7M |
-$60M |
+$3.66M |
IVV, VOO, VMBS, QQQ, VEA
|
13F-HR |
10/14/2021, 05:08 PM |
Q2 2021 |
154 |
$1.36B |
+$662M |
-$62.7M |
+$599M |
IVV, VOO, VMBS, QQQ, VEA
|
13F-HR |
7/16/2021, 05:01 PM |
Q1 2021 |
67 |
$703M |
+$143K |
-$967K |
-$825K |
VOO, IVV, QQQ, VMBS, VEA
|
13F-HR |
4/14/2021, 01:38 PM |
Q4 2020 |
67 |
$704M |
+$78.3M |
-$77M |
+$1.27M |
VOO, IVV, QQQ, VMBS, VEA
|
13F-HR |
1/14/2021, 03:34 PM |
Q3 2020 |
59 |
$609M |
$0 |
-$866K |
-$866K |
VOO, IVV, VEA, VMBS, SPIB
|
13F-HR |
10/13/2020, 09:24 AM |
Q2 2020 |
59 |
$612M |
+$72.2M |
-$74.9M |
-$2.65M |
VOO, IVV, VEA, VMBS, SPIB
|
13F-HR |
7/15/2020, 09:51 AM |
Q1 2020 |
58 |
$545M |
+$83.7M |
-$75.5M |
+$8.17M |
VOO, IVV, VEA, FLOT, VMBS
|
13F-HR |
4/23/2020, 12:09 PM |
Q4 2019 |
55 |
$640M |
+$4.77M |
-$10M |
-$5.28M |
VOO, VEA, FLOT, VWO, IVV
|
13F-HR |
1/13/2020, 08:06 PM |
Q3 2019 |
53 |
$614M |
+$41.3M |
-$63.8M |
-$22.5M |
VOO, FLOT, VEA, VWO, VMBS
|
13F-HR |
10/18/2019, 04:34 PM |
Q2 2019 |
56 |
$639M |
+$19M |
-$19.7M |
-$699K |
VEA, VOO, FLOT, VWO, VMBS
|
13F-HR |
7/11/2019, 09:02 AM |
Q1 2019 |
56 |
$630M |
+$113M |
-$130M |
-$17.2M |
VEA, FLOT, VOO, IJH, VMBS
|
13F-HR |
4/26/2019, 05:02 PM |
Q4 2018 |
51 |
$605M |
+$120M |
-$241M |
-$121M |
FLOT, VEA, VOO, AGG, SPIB
|
13F-HR |
2/12/2019, 05:15 PM |
Q3 2018 |
61 |
$792M |
+$84.5M |
-$129M |
-$44.9M |
VEA, FLOT, VOO, IJH, AGG
|
13F-HR |
11/7/2018, 05:06 PM |
Q2 2018 |
57 |
$825M |
+$45M |
-$58.8M |
-$13.8M |
FLOT, VEA, VOO, IJH, AGG
|
13F-HR |
7/19/2018, 12:17 PM |
Q1 2018 |
56 |
$839M |
+$229M |
-$209M |
+$20.6M |
FLOT, VEA, VOO, IJH, AGG
|
13F-HR |
4/24/2018, 11:22 AM |
Q4 2017 |
55 |
$833M |
+$22.5M |
-$30.1M |
-$7.57M |
VEA, FLOT, VOO, IGSB, IFGL
|
13F-HR |
1/25/2018, 03:37 PM |
Q3 2017 |
52 |
$825M |
+$70.7M |
-$69.1M |
+$1.55M |
FLOT, IGSB, VEA, VOO, AGG
|
13F-HR |
10/11/2017, 03:16 PM |
Q2 2017 |
53 |
$810M |
$0 |
$0 |
|
FLOT, IGSB, VEA, VOO, IFGL
|
13F-HR |
7/28/2017, 01:14 PM |