Q3 2024 |
177 |
$303M |
+$9.78M |
-$4.39M |
+$5.4M |
AAPL, MSFT, NVDA, BRKB, BRKA
|
13F-HR |
11/12/2024, 09:53 AM |
Q2 2024 |
169 |
$279M |
+$29.8M |
-$433M |
-$403M |
AAPL, MSFT, NVDA, BRKB, BRKA
|
13F-HR |
7/31/2024, 10:57 AM |
Q1 2024 |
347 |
$686M |
+$90.9M |
-$26.7M |
+$64.2M |
SPY, SPLG, AAPL, VTI, SPYG
|
13F-HR |
5/8/2024, 11:32 AM |
Q4 2023 |
298 |
$575M |
+$32.5M |
-$110M |
-$77.2M |
SPY, SPLG, AAPL, VTI, MSFT
|
Restatement |
2/14/2024, 10:52 AM |
Q3 2023 |
300 |
$597M |
+$83.6M |
-$52.8M |
+$30.7M |
SPY, SPLG, AAPL, ITOT, USFR
|
13F-HR |
11/6/2023, 01:29 PM |
Q2 2023 |
302 |
$588M |
+$48.7M |
-$25.4M |
+$23.3M |
SPY, AAPL, FTCS, ITOT, CFO
|
13F-HR |
8/7/2023, 04:48 PM |
Q4 2022 |
285 |
$506M |
+$29.8M |
-$42.3M |
-$12.6M |
SPY, AAPL, CFO, FTCS, ITOT
|
13F-HR |
2/7/2023, 02:54 PM |
Q3 2022 |
284 |
$493M |
+$50.7M |
-$24.7M |
+$26M |
SPY, AAPL, CFO, FTCS, ITOT
|
13F-HR |
11/10/2022, 11:55 AM |
Q2 2022 |
291 |
$505M |
+$23.6M |
-$11.6M |
+$12M |
SPY, AAPL, CFO, ITOT, FTCS
|
13F-HR |
8/5/2022, 03:06 PM |
Q1 2022 |
291 |
$589M |
+$43.8M |
-$38.9M |
+$4.96M |
SPY, AAPL, CFO, ITOT, FTCS
|
13F-HR |
5/13/2022, 10:17 AM |
Q4 2021 |
304 |
$610M |
+$28.5M |
-$22.9M |
+$5.61M |
SPY, AAPL, CFO, ITOT, FTCS
|
13F-HR |
2/11/2022, 11:58 AM |
Q3 2021 |
287 |
$553M |
+$21M |
-$13.4M |
+$7.59M |
SPY, AAPL, CFO, ITOT, FTCS
|
13F-HR |
11/12/2021, 09:20 AM |
Q2 2021 |
289 |
$552M |
+$23M |
-$17.5M |
+$5.49M |
SPY, AAPL, CFO, ITOT, FTCS
|
13F-HR |
8/13/2021, 12:38 PM |
Q1 2021 |
283 |
$513M |
+$47.9M |
-$35.8M |
+$12.1M |
SPY, AAPL, CFO, ITOT, FTCS
|
13F-HR |
5/11/2021, 10:05 AM |
Q4 2020 |
262 |
$481M |
+$50.8M |
-$25M |
+$25.8M |
SPY, AAPL, CFO, ITOT, TSLA
|
13F-HR |
2/10/2021, 01:06 PM |
Q3 2020 |
236 |
$407M |
+$47.8M |
-$11.4M |
+$36.4M |
SPY, AAPL, CFO, ITOT, USMV
|
13F-HR |
11/13/2020, 01:54 PM |
Q2 2020 |
226 |
$368M |
+$27.5M |
-$14M |
+$13.5M |
SPY, AAPL, CFO, ITOT, USMV
|
13F-HR |
8/13/2020, 07:37 AM |
Q1 2020 |
204 |
$302M |
+$27.6M |
-$31.4M |
-$3.77M |
SPY, AAPL, CFO, ITOT, USMV
|
Restatement |
5/5/2020, 01:36 PM |
Q4 2019 |
249 |
$372M |
+$36.8M |
-$14M |
+$22.8M |
SPY, AAPL, CFO, VTV, USMV
|
13F-HR |
2/6/2020, 11:40 AM |
Q3 2019 |
230 |
$325M |
+$23.7M |
-$9.9M |
+$13.8M |
SPY, AAPL, CFO, VTV, USMV
|
13F-HR |
11/7/2019, 11:53 AM |
Q2 2019 |
226 |
$307M |
+$23.6M |
-$4.49M |
+$19.1M |
SPY, CFO, AAPL, VTV, USMV
|
13F-HR |
8/7/2019, 04:40 PM |
Q1 2019 |
220 |
$281M |
+$39.7M |
-$3.99M |
+$35.7M |
SPY, AAPL, CFO, USMV, VTV
|
13F-HR |
5/7/2019, 10:20 AM |
Q4 2018 |
179 |
$221M |
+$22.5M |
-$13.7M |
+$8.84M |
CFO, AAPL, SPY, CDC, VTV
|
13F-HR |
2/11/2019, 04:09 PM |
Q3 2018 |
188 |
$244M |
+$60.6M |
-$3.89M |
+$56.7M |
AAPL, CFO, SPY, ACWV, BRKA
|
13F-HR |
11/6/2018, 01:54 PM |
Q2 2018 |
169 |
$179M |
+$29M |
-$27.3M |
+$1.71M |
AAPL, CFO, ACWV, CDC, USMV
|
13F-HR |
8/14/2018, 12:12 PM |
Q1 2018 |
162 |
$167M |
+$70.9M |
-$29.8M |
+$41.2M |
ITOT, AAPL, CFO, IDV, VOO
|
13F-HR |
5/14/2018, 09:49 PM |
Q4 2017 |
130 |
$131M |
$0 |
$0 |
|
AAPL, EFAV, CSF, SPLV, RTM
|
13F-HR |
2/9/2018, 10:10 AM |