Q2 2024 |
327 |
$823M |
+$51.9M |
-$45.4M |
+$6.46M |
MTZ, VERX, AAPL, IWB, MSFT
|
13F-HR |
7/30/2024, 04:16 PM |
Q1 2024 |
314 |
$791M |
+$34M |
-$97.8M |
-$63.8M |
MTZ, VERX, IWB, IVV, AAPL
|
13F-HR |
4/30/2024, 09:38 AM |
Q4 2023 |
304 |
$775M |
+$140M |
-$50.5M |
+$89.7M |
MTZ, VERX, AAPL, IWB, IVV
|
13F-HR |
2/12/2024, 12:56 PM |
Q3 2023 |
280 |
$621M |
+$55M |
-$19.9M |
+$35.1M |
MTZ, AAPL, IVV, IWB, SPY
|
13F-HR |
11/14/2023, 08:57 AM |
Q2 2023 |
267 |
$674M |
+$88.5M |
-$14.9M |
+$73.5M |
MTZ, AAPL, IVV, SPY, MSFT
|
13F-HR |
7/20/2023, 12:40 PM |
Q1 2023 |
249 |
$542M |
+$33.4M |
-$79.2M |
-$45.8M |
MTZ, IVV, AAPL, MSFT, OEF
|
13F-HR |
5/1/2023, 04:56 PM |
Q4 2022 |
242 |
$546M |
+$71.7M |
-$38.5M |
+$33.2M |
MTZ, OEF, IVV, AAPL, SPY
|
13F-HR |
2/1/2023, 03:21 PM |
Q3 2022 |
227 |
$453M |
+$49.5M |
-$36.9M |
+$12.6M |
MTZ, OEF, AAPL, SPY, JNJ
|
13F-HR |
11/9/2022, 02:08 PM |
Q2 2022 |
221 |
$475M |
+$51.9M |
-$4.93M |
+$47M |
MTZ, OEF, VTWO, SPY, AAPL
|
13F-HR |
7/25/2022, 01:36 PM |
Q1 2022 |
215 |
$515M |
+$277M |
-$12M |
+$265M |
MTZ, OEF, VTWO, SPY, AAPL
|
13F-HR |
5/11/2022, 01:38 PM |
Q4 2021 |
133 |
$273M |
+$11.1M |
-$5.39M |
+$5.72M |
OEF, VTWO, RBLX, SPY, BSY
|
13F-HR |
2/14/2022, 11:59 AM |
Q3 2021 |
127 |
$250M |
+$13.3M |
-$4.05M |
+$9.23M |
OEF, VTWO, BSY, SPY, RBLX
|
13F-HR |
10/13/2021, 12:47 PM |
Q2 2021 |
124 |
$246M |
+$45.2M |
-$32.8M |
+$12.4M |
OEF, BSY, VTWO, RBLX, VOO
|
13F-HR |
7/13/2021, 03:38 PM |
Q1 2021 |
122 |
$226M |
+$43M |
-$1.69M |
+$41.4M |
OEF, PCT, VTWO, SPY, UBER
|
13F-HR |
4/12/2021, 11:09 AM |
Q4 2020 |
111 |
$176M |
+$13.4M |
-$11.2M |
+$2.21M |
OEF, VTWO, SPY, UBER, MDY
|
13F-HR |
1/15/2021, 11:24 AM |
Q3 2020 |
109 |
$151M |
+$23.8M |
-$4.92M |
+$18.9M |
OEF, SPY, MDY, AAPL, UBER
|
13F-HR |
10/8/2020, 09:41 AM |
Q2 2020 |
102 |
$126M |
+$25.2M |
-$17.7M |
+$7.53M |
OEF, SPY, MDY, UBER, AAPL
|
13F-HR |
7/9/2020, 11:33 AM |
Q1 2020 |
96 |
$99.9M |
+$11.6M |
-$38.1M |
-$26.5M |
SPY, MDY, WTRG, UBER, AAPL
|
13F-HR |
4/15/2020, 10:23 AM |
Q4 2019 |
132 |
$158M |
+$17.5M |
-$4.42M |
+$13.1M |
MDY, SPY, WTR, FULT, AAPL
|
13F-HR |
1/21/2020, 08:45 AM |
Q3 2019 |
110 |
$134M |
+$4.02M |
-$18.1M |
-$14.1M |
MDY, SPY, WTR, FULT, IVV
|
13F-HR |
10/10/2019, 12:08 PM |
Q2 2019 |
361 |
$148M |
+$7.22M |
-$24.6M |
-$17.4M |
MDY, SPY, WTR, FULT, VOO
|
13F-HR |
7/15/2019, 03:26 PM |
Q1 2019 |
115 |
$148M |
$0 |
$0 |
|
MDY, SPY, WTR, IVV, FULT
|
New Holdings |
4/12/2019, 12:02 PM |
Q1 2019 |
400 |
$161M |
+$21.7M |
-$8.46M |
+$13.2M |
MDY, SPY, WTR, IVV, FULT
|
13F-HR |
4/8/2019, 10:50 AM |
Q4 2018 |
109 |
$132M |
+$6.17M |
-$55.6M |
-$49.4M |
MDY, SPY, WTR, FULT, IVV
|
13F-HR |
1/14/2019, 01:31 PM |
Q3 2018 |
455 |
$203M |
+$68.9M |
-$4.24M |
+$64.7M |
MDY, SPY, WTR, FULT, IVV
|
13F-HR |
10/18/2018, 04:36 PM |
Q2 2018 |
405 |
$134M |
+$18.6M |
-$21.5M |
-$2.97M |
MDY, SPY, WTR, CUBI, FULT
|
13F-HR |
7/19/2018, 10:17 AM |
Q1 2018 |
380 |
$135M |
+$43.3M |
-$8.19M |
+$35.1M |
MDY, SPY, CUBI, WTR, BSV
|
13F-HR |
4/17/2018, 11:38 AM |
Q4 2017 |
342 |
$103M |
+$13.1M |
-$3.42M |
+$9.71M |
MDY, WTR, SPY, CUBI, FULT
|
13F-HR |
1/26/2018, 03:37 PM |
Q3 2017 |
351 |
$89.7M |
+$12.2M |
-$3.82M |
+$8.42M |
MDY, WTR, CUBI, SPY, FULT
|
Restatement |
11/3/2017, 04:15 PM |
Q2 2017 |
195 |
$78.4M |
+$7.05M |
-$3.85M |
+$3.2M |
MDY, WTR, SPY, CUBI, FULT
|
13F-HR |
11/1/2017, 03:27 PM |
Q1 2017 |
196 |
$74M |
+$8.28M |
-$4.45M |
+$3.83M |
MDY, WTR, CUBI, SPY, FULT
|
13F-HR |
11/2/2017, 04:18 PM |
Q4 2016 |
201 |
$38M |
$0 |
$0 |
|
WTR, FULT, EFX, VOO, RGA
|
13F-HR |
11/3/2017, 10:17 AM |