Q3 2024 |
194 |
$362M |
+$59.5M |
-$51.5M |
+$8.05M |
ITOT, VEA, QQQ, MSFT, AAPL
|
13F-HR |
10/15/2024, 02:42 PM |
Q2 2024 |
178 |
$340M |
+$47.7M |
-$51.5M |
-$3.8M |
ITOT, VEA, QQQ, MSFT, RSPT
|
13F-HR |
7/19/2024, 06:16 PM |
Q1 2024 |
187 |
$347M |
+$68.8M |
-$70.7M |
-$1.85M |
ITOT, VEA, MSFT, QQQ, USHY
|
13F-HR |
4/18/2024, 05:42 PM |
Q4 2023 |
177 |
$311M |
+$53M |
-$67.1M |
-$14.1M |
SPY, IUSG, MSFT, IEFA, IUSV
|
13F-HR |
2/1/2024, 03:37 PM |
Q3 2023 |
164 |
$298M |
+$73.5M |
-$78.6M |
-$5.1M |
SPY, IUSG, IUSV, VGSH, USHY
|
13F-HR |
10/25/2023, 04:40 PM |
Q2 2023 |
160 |
$314M |
+$93.4M |
-$91.8M |
+$1.65M |
BIL, SPY, IUSG, IEFA, MSFT
|
13F-HR |
7/18/2023, 05:30 PM |
Q1 2023 |
146 |
$299M |
+$67M |
-$70.3M |
-$3.24M |
FTSM, IEFA, IJR, SPY, VIG
|
13F-HR |
4/21/2023, 05:14 PM |
Q4 2022 |
155 |
$292M |
+$61.9M |
-$58.9M |
+$3.03M |
IEFA, VIG, IJR, EMB, SPY
|
13F-HR |
1/26/2023, 05:35 PM |
Q3 2022 |
142 |
$267M |
+$73.8M |
-$62.5M |
+$11.3M |
BIL, VIG, IJR, SPY, QQQ
|
13F-HR |
11/7/2022, 03:42 PM |
Q2 2022 |
145 |
$265M |
+$60.5M |
-$62M |
-$1.58M |
BIL, ITOT, QQQ, VIG, MSFT
|
13F-HR |
7/20/2022, 05:07 PM |
Q1 2022 |
133 |
$308M |
+$55.3M |
-$52.8M |
+$2.48M |
SPY, VIG, QQQ, BIL, IJR
|
13F-HR |
4/13/2022, 06:45 PM |
Q4 2021 |
142 |
$322M |
+$44M |
-$42.4M |
+$1.62M |
SPY, QQQ, VIG, ITOT, BIL
|
13F-HR |
1/14/2022, 06:41 PM |
Q3 2021 |
144 |
$294M |
+$31.9M |
-$23.6M |
+$8.35M |
QQQ, SPY, VEA, ITOT, VIG
|
13F-HR |
10/22/2021, 04:37 PM |
Q2 2021 |
140 |
$289M |
+$63.3M |
-$39.2M |
+$24.1M |
QQQ, SPY, ITOT, VEA, IJR
|
13F-HR |
7/27/2021, 01:43 PM |
Q1 2021 |
107 |
$249M |
+$64M |
-$42.6M |
+$21.4M |
VEA, IJR, ITOT, VIG, SPY
|
13F-HR |
4/9/2021, 08:19 PM |
Q4 2020 |
92 |
$216M |
+$27.8M |
-$17.4M |
+$10.5M |
ITOT, VEA, QQQ, MSFT, XSOE
|
13F-HR |
1/14/2021, 09:34 PM |
Q3 2020 |
91 |
$190M |
+$45.3M |
-$35.4M |
+$9.94M |
ITOT, QQQ, VEA, SPY, MSFT
|
13F-HR |
10/23/2020, 11:50 AM |
Q2 2020 |
79 |
$170M |
+$44.3M |
-$31.4M |
+$12.9M |
ITOT, VEA, QQQ, MSFT, SNPS
|
13F-HR |
7/16/2020, 05:06 PM |
Q1 2020 |
67 |
$139M |
+$2.96M |
-$30.8M |
-$27.8M |
ITOT, IEFA, QQQ, RSP, MSFT
|
13F-HR |
4/14/2020, 04:07 PM |
Q4 2019 |
86 |
$196M |
+$4.27M |
-$2.82M |
+$1.45M |
ITOT, IEFA, QQQ, RSP, IJK
|
13F-HR |
1/14/2020, 04:24 PM |
Q3 2019 |
84 |
$184M |
+$9.39M |
-$13.9M |
-$4.54M |
ITOT, IEFA, QQQ, RSP, IJK
|
13F-HR |
10/21/2019, 01:14 PM |
Q2 2019 |
85 |
$186M |
+$18.1M |
-$14.9M |
+$3.25M |
ITOT, IEFA, QQQ, RSP, IJK
|
13F-HR |
7/23/2019, 02:51 PM |
Q1 2019 |
84 |
$176M |
+$4.83M |
-$7.04M |
-$2.21M |
ITOT, IEFA, QQQ, RSP, IJK
|
13F-HR |
4/10/2019, 11:42 AM |
Q4 2018 |
87 |
$160M |
+$31.8M |
-$35M |
-$3.26M |
ITOT, IEFA, QQQ, RSP, IJK
|
13F-HR |
1/15/2019, 11:45 AM |
Q3 2018 |
319 |
$177M |
$0 |
$0 |
|
ITOT, IEFA, QQQ, RSP, IJK
|
New Holdings |
11/13/2018, 12:23 PM |
Q3 2018 |
351 |
$179M |
+$27.9M |
-$2M |
+$25.9M |
ITOT, IEFA, QQQ, RSP, IJK
|
13F-HR |
10/11/2018, 01:55 PM |
Q2 2018 |
145 |
$144M |
+$47.9M |
-$49.3M |
-$1.4M |
ITOT, IEFA, QQQ, RSP, IJK
|
13F-HR |
7/17/2018, 01:40 PM |
Q1 2018 |
135 |
$146M |
+$15.9M |
-$7.2M |
+$8.72M |
IJK, RSP, ITA, RYT, XLF
|
13F-HR |
4/17/2018, 02:16 PM |
Q4 2017 |
119 |
$142M |
$0 |
$0 |
|
RSP, IJK, ITA, RYT, XLF
|
13F-HR |
2/5/2018, 12:53 PM |