Q3 2024 |
163 |
$148M |
+$4.47M |
-$6.35M |
-$1.88M |
SPY, NVDA, MSFT, IVV, SCHO
|
13F-HR |
10/9/2024, 05:07 PM |
Q2 2024 |
158 |
$143M |
+$9.9M |
-$9.1M |
+$806K |
SPY, NVDA, MSFT, SCHO, IVV
|
13F-HR |
7/12/2024, 02:36 PM |
Q1 2024 |
171 |
$147M |
+$7.33M |
-$5.23M |
+$2.1M |
SPY, NVDA, MSFT, SCHO, IVV
|
13F-HR |
4/17/2024, 06:19 PM |
Q4 2023 |
170 |
$134M |
+$14.1M |
-$3.01M |
+$11.1M |
SPY, MSFT, SCHO, AAPL, NVDA
|
13F-HR |
1/18/2024, 09:36 AM |
Q3 2023 |
145 |
$113M |
+$5.01M |
-$4.58M |
+$429K |
SPY, SCHO, MSFT, AAPL, NVDA
|
13F-HR |
10/10/2023, 09:26 PM |
Q2 2023 |
154 |
$116M |
+$1.56M |
-$52.9M |
-$51.3M |
SPY, SCHO, MSFT, AAPL, NVDA
|
13F-HR |
7/20/2023, 10:09 AM |
Q1 2023 |
188 |
$159M |
+$7.72M |
-$9.74M |
-$2.02M |
SPY, SCHO, SCHB, AAPL, MSFT
|
13F-HR |
4/21/2023, 05:39 PM |
Q4 2022 |
190 |
$153M |
+$12.9M |
-$5.61M |
+$7.25M |
SPY, SCHO, SCHB, MSFT, AAPL
|
13F-HR |
1/27/2023, 07:30 AM |
Q3 2022 |
178 |
$138M |
+$6.75M |
-$6.36M |
+$392K |
SPY, SCHO, SCHB, AAPL, MSFT
|
13F-HR |
10/11/2022, 08:05 PM |
Q2 2022 |
188 |
$149M |
+$7.84M |
-$10.9M |
-$3.08M |
SCHO, SPY, SCHB, MSFT, AAPL
|
13F-HR |
7/21/2022, 08:36 PM |
Q1 2022 |
206 |
$176M |
+$12.9M |
-$7.98M |
+$4.9M |
SPY, SCHO, SCHB, AAPL, MSFT
|
13F-HR |
4/20/2022, 08:45 PM |
Q4 2021 |
214 |
$184M |
+$8.56M |
-$4.03M |
+$4.54M |
SPY, SCHO, SCHB, MSFT, AAPL
|
13F-HR |
1/25/2022, 06:54 PM |
Q3 2021 |
205 |
$167M |
+$8.73M |
-$3.15M |
+$5.58M |
SPY, SCHO, SCHB, MSFT, AAPL
|
13F-HR |
10/14/2021, 05:12 PM |
Q2 2021 |
204 |
$165M |
+$9.83M |
-$4.96M |
+$4.87M |
SPY, SCHO, SCHB, MSFT, AAPL
|
13F-HR |
7/23/2021, 01:06 PM |
Q1 2021 |
196 |
$152M |
+$10.1M |
-$3.6M |
+$6.46M |
SPY, SCHO, SCHB, MSFT, AAPL
|
13F-HR |
4/20/2021, 03:16 PM |
Q4 2020 |
182 |
$139M |
+$6.69M |
-$2.9M |
+$3.8M |
SPY, SCHO, SCHB, AAPL, MSFT
|
13F-HR |
2/1/2021, 06:34 PM |
Q3 2020 |
175 |
$125M |
+$9.34M |
-$2.75M |
+$6.58M |
SPY, SCHO, SCHB, AAPL, MSFT
|
13F-HR |
10/13/2020, 12:07 PM |
Q2 2020 |
164 |
$114M |
+$9.65M |
-$8.88M |
+$779K |
SPY, SCHO, SCHB, MSFT, AAPL
|
13F-HR |
7/13/2020, 12:59 PM |
Q1 2020 |
152 |
$98.9M |
+$12.1M |
-$9.66M |
+$2.46M |
SPY, SCHO, SCHB, MSFT, IVV
|
13F-HR |
4/23/2020, 12:08 PM |
Q4 2019 |
162 |
$112M |
+$6.11M |
-$6.57M |
-$459K |
SPY, SCHB, SCHO, SCHF, MSFT
|
13F-HR |
1/23/2020, 04:49 PM |
Q3 2019 |
154 |
$106M |
+$12.9M |
-$1.15M |
+$11.8M |
SPY, SCHB, SCHO, MSFT, SCHF
|
13F-HR |
10/11/2019, 02:47 PM |
Q2 2019 |
138 |
$93.2M |
+$1.64M |
-$2.63M |
-$989K |
SPY, SCHB, SCHO, SCHF, MSFT
|
13F-HR |
7/11/2019, 09:03 AM |
Q1 2019 |
139 |
$91.5M |
+$6.59M |
-$1.6M |
+$4.99M |
SPY, SCHB, SCHO, SCHF, MSFT
|
13F-HR |
4/22/2019, 04:48 PM |
Q4 2018 |
126 |
$78.3M |
+$2.22M |
-$6.3M |
-$4.09M |
SPY, SCHB, SCHO, SCHF, DUK
|
13F-HR |
1/14/2019, 05:19 PM |
Q3 2018 |
141 |
$91.8M |
+$3.08M |
-$1.43M |
+$1.65M |
SPY, SCHB, SCHO, SCHF, XLK
|
13F-HR |
10/15/2018, 03:12 PM |
Q2 2018 |
133 |
$85.6M |
+$5.16M |
-$3.09M |
+$2.07M |
SPY, SCHB, SCHO, SCHF, XLK
|
13F-HR |
7/24/2018, 04:58 PM |
Q1 2018 |
130 |
$82.4M |
+$6.48M |
-$2.8M |
+$3.68M |
SPY, SCHB, SCHO, SCHF, VTI
|
13F-HR |
5/8/2018, 02:00 PM |
Q4 2017 |
133 |
$80.5M |
$0 |
$0 |
|
SPY, SCHB, SCHO, SCHF, SCHZ
|
13F-HR |
2/8/2018, 08:09 PM |