Q3 2024 |
284 |
$740M |
+$44.9M |
-$16.7M |
+$28.2M |
IVV, AAPL, VTI, DY, SPY
|
13F-HR |
11/8/2024, 01:46 PM |
Q2 2024 |
266 |
$668M |
+$79.9M |
-$21.7M |
+$58.2M |
IVV, VTI, AAPL, DY, SPY
|
13F-HR |
8/7/2024, 12:14 PM |
Q1 2024 |
253 |
$602M |
+$88.9M |
-$57.6M |
+$31.3M |
IVV, AAPL, DY, SPY, MSFT
|
13F-HR |
5/1/2024, 11:18 AM |
Q4 2023 |
313 |
$527M |
+$82.7M |
-$17.7M |
+$65M |
IVV, VTI, AAPL, DY, SPY
|
Restatement |
2/13/2024, 09:36 AM |
Q3 2023 |
186 |
$420M |
+$21.6M |
-$31.7M |
-$10.1M |
IVV, VTI, AAPL, DY, ABBV
|
13F-HR |
11/7/2023, 01:28 PM |
Q2 2023 |
203 |
$451M |
+$19.8M |
-$26.6M |
-$6.8M |
IVV, VTI, AAPL, DY, WBD
|
13F-HR |
8/8/2023, 12:19 PM |
Q1 2023 |
195 |
$429M |
+$3.97M |
-$13.4M |
-$9.43M |
IVV, VTI, AAPL, WBD, DY
|
13F-HR |
5/3/2023, 03:13 PM |
Q4 2022 |
197 |
$410M |
+$11.7M |
-$13.6M |
-$1.94M |
IVV, VTI, AAPL, DY, ABBV
|
13F-HR |
2/8/2023, 04:01 PM |
Q3 2022 |
193 |
$388M |
+$21.6M |
-$17.6M |
+$3.97M |
IVV, VTI, AAPL, DY, WBD
|
13F-HR |
11/14/2022, 09:58 AM |
Q2 2022 |
243 |
$412M |
+$40.4M |
-$35.6M |
+$4.81M |
IVV, VTI, DY, AAPL, WBD
|
13F-HR |
7/28/2022, 03:51 PM |
Q1 2022 |
197 |
$483M |
+$24.9M |
-$29.8M |
-$4.83M |
IVV, VTI, DISCK, AAPL, DY
|
13F-HR |
5/5/2022, 11:33 AM |
Q4 2021 |
210 |
$505M |
+$49.5M |
-$14.6M |
+$34.9M |
IVV, VTI, DISCK, AAPL, DY
|
13F-HR |
2/1/2022, 04:55 PM |
Q3 2021 |
204 |
$430M |
+$98.4M |
-$11.8M |
+$86.6M |
IVV, VTI, DISCK, AAPL, SPY
|
13F-HR |
11/12/2021, 09:07 AM |
Q2 2021 |
244 |
$342M |
+$8.23M |
-$96.2M |
-$87.9M |
IVV, DISCK, AAPL, DY, PG
|
13F-HR |
8/13/2021, 01:08 PM |
Q1 2021 |
182 |
$424M |
+$28.3M |
-$26M |
+$2.34M |
IVV, DISCK, VTI, DY, AAPL
|
13F-HR |
5/5/2021, 10:25 AM |
Q4 2020 |
157 |
$387M |
+$17.6M |
-$16.6M |
+$1M |
IVV, VTI, DISCK, AAPL, DY
|
13F-HR |
2/10/2021, 01:24 PM |
Q3 2020 |
155 |
$337M |
+$21.3M |
-$24.4M |
-$3.08M |
IVV, VTI, DISCK, PG, AAPL
|
13F-HR |
11/16/2020, 10:14 AM |
Q2 2020 |
135 |
$323M |
+$13.1M |
-$13.3M |
-$182K |
IVV, VTI, DISCK, EFA, PG
|
13F-HR |
8/13/2020, 07:31 AM |
Q1 2020 |
148 |
$272M |
+$6.28M |
-$33.9M |
-$27.6M |
IVV, VTI, DISCK, EFA, PG
|
13F-HR |
5/5/2020, 11:10 AM |
Q4 2019 |
178 |
$385M |
+$12.4M |
-$3.74M |
+$8.66M |
IVV, DISCK, VTI, EFA, MINT
|
13F-HR |
2/6/2020, 11:33 AM |
Q3 2019 |
170 |
$347M |
+$9.82M |
-$6.81M |
+$3.01M |
IVV, DISCK, VTI, EFA, MINT
|
13F-HR |
11/7/2019, 11:34 AM |
Q2 2019 |
154 |
$347M |
+$25.9M |
-$28.7M |
-$2.86M |
IVV, DISCK, VTI, EFA, MINT
|
13F-HR |
8/9/2019, 01:24 PM |
Q1 2019 |
139 |
$339M |
+$29.9M |
-$106M |
-$76.6M |
IVV, DISCK, VTI, EFA, MINT
|
13F-HR |
5/7/2019, 11:01 AM |
Q4 2018 |
209 |
$384M |
+$113M |
-$20.9M |
+$92.2M |
IVV, DISCK, VTI, EFA, MINT
|
13F-HR |
2/11/2019, 02:26 PM |
Q3 2018 |
164 |
$335M |
+$121M |
-$21.2M |
+$100M |
IVV, DISCK, VTI, MINT, VXUS
|
13F-HR |
11/6/2018, 12:15 PM |
Q2 2018 |
1,016 |
$221M |
+$26.4M |
-$7.81M |
+$18.6M |
IVV, DISCK, MINT, DY, EFA
|
13F-HR |
8/14/2018, 11:51 AM |
Q1 2018 |
1,021 |
$195M |
+$30.5M |
-$5.81M |
+$24.7M |
IVV, DISCK, DY, EFA, PG
|
13F-HR |
5/14/2018, 08:34 AM |
Q4 2017 |
1,065 |
$176M |
$0 |
$0 |
|
IVV, DY, EFA, PG, ABBV
|
13F-HR |
2/9/2018, 10:23 AM |