Q3 2024 |
282 |
$484M |
+$28.9M |
-$18.3M |
+$10.6M |
IVV, AAPL, SPLG, QUAL, IVW
|
13F-HR |
10/8/2024, 05:59 PM |
Q2 2024 |
259 |
$449M |
+$28.6M |
-$20M |
+$8.62M |
IVV, AAPL, SPLG, QUAL, IVW
|
13F-HR |
7/12/2024, 03:25 PM |
Q1 2024 |
261 |
$429M |
+$45.2M |
-$38.7M |
+$6.58M |
IVV, AAPL, SPLG, QUAL, DYNF
|
13F-HR |
4/15/2024, 09:19 PM |
Q4 2023 |
244 |
$401M |
+$35.1M |
-$27.9M |
+$7.24M |
IVV, AAPL, SPLG, QUAL, EFV
|
13F-HR |
1/10/2024, 08:53 PM |
Q3 2023 |
240 |
$361M |
+$34.1M |
-$33.1M |
+$981K |
IVV, AAPL, SPLG, QUAL, IUSB
|
13F-HR |
10/13/2023, 10:23 AM |
Q2 2023 |
247 |
$379M |
+$33M |
-$17.5M |
+$15.4M |
IVV, AAPL, QUAL, SPLG, EFG
|
13F-HR |
7/21/2023, 10:40 AM |
Q1 2023 |
249 |
$341M |
+$41.1M |
-$29.9M |
+$11.2M |
IVV, AAPL, ESGU, IUSB, EFG
|
13F-HR |
4/7/2023, 01:14 PM |
Q4 2022 |
233 |
$311M |
+$21.6M |
-$16.5M |
+$5.07M |
IVV, ESGU, AAPL, IUSB, EFV
|
13F-HR |
1/18/2023, 05:41 PM |
Q3 2022 |
223 |
$294M |
+$26.4M |
-$28M |
-$1.59M |
IVV, ESGU, AAPL, IUSB, GOVT
|
13F-HR |
10/14/2022, 05:15 PM |
Q2 2022 |
228 |
$313M |
+$31M |
-$29.1M |
+$1.85M |
IVV, ESGU, AAPL, IUSB, EFV
|
13F-HR |
7/27/2022, 08:59 AM |
Q1 2022 |
243 |
$367M |
+$41.5M |
-$22M |
+$19.4M |
IVV, ESGU, AAPL, IUSB, MGK
|
13F-HR |
4/21/2022, 07:51 PM |
Q4 2021 |
229 |
$365M |
+$22.9M |
-$13.1M |
+$9.85M |
IVV, AAPL, ESGU, MGK, EFG
|
13F-HR |
1/18/2022, 06:38 PM |
Q3 2021 |
226 |
$334M |
+$20.3M |
-$43.7M |
-$23.5M |
IVV, ESGU, AAPL, MGK, EFG
|
13F-HR |
10/12/2021, 09:52 PM |
Q2 2021 |
259 |
$366M |
+$14.3M |
-$157M |
-$143M |
IVV, AAPL, ESGU, MGK, MTCH
|
13F-HR |
7/13/2021, 08:36 PM |
Q1 2021 |
295 |
$478M |
+$39.4M |
-$22.3M |
+$17M |
IVV, ESGU, AAPL, GOVT, VOO
|
13F-HR |
4/28/2021, 08:19 AM |
Q4 2020 |
287 |
$447M |
+$447M |
$0 |
+$447M |
IVV, AAPL, ESGU, LQD, VOO
|
13F-HR |
1/22/2021, 05:29 PM |
Q3 2020 |
0 |
$0 |
$0 |
$0 |
|
|
13F-HR |
10/23/2020, 05:18 PM |
Q2 2020 |
273 |
$420M |
+$69.1M |
-$44.8M |
+$24.2M |
IVV, AAPL, ESGU, QQQ, VOO
|
13F-HR |
7/15/2020, 10:00 AM |
Q1 2020 |
246 |
$340M |
+$38.3M |
-$26.9M |
+$11.4M |
IVV, AAPL, GOVT, VOO, SPY
|
Restatement |
4/28/2020, 04:33 PM |
Q4 2019 |
256 |
$396M |
+$31.3M |
-$23.6M |
+$7.75M |
IVV, AAPL, VOO, PG, GOVT
|
13F-HR |
1/13/2020, 08:00 PM |
Q3 2019 |
253 |
$364M |
+$34.3M |
-$21.2M |
+$13.1M |
IVV, AAPL, PG, SCHX, VOO
|
13F-HR |
10/16/2019, 02:47 PM |
Q2 2019 |
260 |
$347M |
+$31.2M |
-$7.59M |
+$23.6M |
AAPL, IVV, JNJ, PG, VOO
|
13F-HR |
7/24/2019, 02:35 PM |
Q1 2019 |
259 |
$315M |
+$44.1M |
-$9.22M |
+$34.9M |
IVV, JNJ, QQQ, PG, VOO
|
13F-HR |
4/19/2019, 04:34 PM |
Q4 2018 |
220 |
$252M |
+$21.9M |
-$19.7M |
+$2.23M |
JNJ, PG, IVV, VOO, VCIT
|
13F-HR |
1/22/2019, 05:25 PM |
Q3 2018 |
228 |
$279M |
+$9.18M |
-$5.14M |
+$4.04M |
JNJ, VO, VOO, AAPL, QQQ
|
13F-HR |
10/19/2018, 05:08 PM |
Q2 2018 |
223 |
$263M |
+$38.8M |
-$11.2M |
+$27.5M |
VO, JNJ, VOO, QQQ, SPY
|
13F-HR |
8/6/2018, 05:20 PM |
Q1 2018 |
194 |
$234M |
+$11.9M |
-$11.3M |
+$609K |
PM, VOO, JNJ, VO, PG
|
13F-HR |
5/1/2018, 12:32 PM |
Q4 2017 |
205 |
$241M |
$0 |
$0 |
|
PM, JNJ, PG, VOO, VO
|
13F-HR |
2/5/2018, 10:36 AM |