Q3 2024 |
81 |
$388M |
+$225M |
-$10.4M |
+$214M |
BIL, VTI, USFR, SPY, TIP
|
13F-HR |
11/12/2024, 12:52 PM |
Q2 2024 |
33 |
$31.8M |
$0 |
$0 |
|
IVV, VTI, SPY, AAPL, SGOL
|
New Holdings |
10/29/2024, 04:42 PM |
Q2 2024 |
33 |
$31.8M |
$0 |
$0 |
|
IVV, VTI, SPY, AAPL, SGOL
|
New Holdings |
10/28/2024, 03:25 PM |
Q2 2024 |
389 |
$165M |
+$43.7M |
-$247M |
-$204M |
USFR, TIP, SGOV, NOBL, IVV
|
13F-HR |
8/22/2024, 03:31 PM |
Q1 2024 |
78 |
$366M |
+$312M |
-$5.71M |
+$306M |
BIL, VTI, SPY, SHY, VGSH
|
13F-HR |
10/29/2024, 04:48 PM |
Q4 2023 |
55 |
$22.1M |
$0 |
$0 |
|
SPY, AAPL, IVV, VTI, SCHD
|
New Holdings |
12/2/2024, 03:44 PM |
Q4 2023 |
77 |
$56M |
+$6.94M |
-$87M |
-$80M |
IEF, SPY, HD, AAPL, IBM
|
13F-HR |
2/5/2024, 01:15 PM |
Q3 2023 |
46 |
$15.1M |
$0 |
$0 |
|
AAPL, SPY, IVV, VTI, AOA
|
New Holdings |
12/2/2024, 03:51 PM |
Q3 2023 |
82 |
$130M |
+$23.3M |
-$10.6M |
+$12.6M |
SHY, VTIP, SGOV, TIP, NOBL
|
13F-HR |
11/9/2023, 04:58 PM |
Q2 2023 |
48 |
$15.6M |
$0 |
$0 |
|
AAPL, SPY, IVV, AOA, VTI
|
New Holdings |
12/2/2024, 03:53 PM |
Q2 2023 |
85 |
$121M |
+$34.4M |
-$11.5M |
+$22.9M |
SHY, VTIP, SGOV, LOW, AAPL
|
13F-HR |
8/7/2023, 10:18 AM |
Q1 2023 |
45 |
$15.4M |
$0 |
$0 |
|
AAPL, IVV, SPY, XLK, XLV
|
New Holdings |
12/10/2024, 04:59 PM |
Q1 2023 |
74 |
$97.5M |
+$12.8M |
-$228M |
-$215M |
SHY, SGOV, VBR, IEF, UPS
|
13F-HR |
4/27/2023, 02:51 PM |
Q4 2022 |
65 |
$303M |
+$51.5M |
-$26.6M |
+$25M |
BIL, VTI, VGSH, SPY, SHY
|
13F-HR |
2/1/2023, 03:39 PM |
Q3 2022 |
67 |
$266M |
+$26M |
-$428M |
-$402M |
VTI, SHY, VGSH, SPY, BIL
|
13F-HR |
2/1/2023, 03:11 PM |
Q2 2022 |
162 |
$688M |
+$15.7M |
-$18.7M |
-$3.07M |
ADBE, DHR, VTI, SPY, MSFT
|
13F-HR |
8/4/2022, 02:50 PM |
Q1 2022 |
189 |
$797M |
+$14.3M |
-$10.3M |
+$3.98M |
ADBE, VTI, DHR, SPY, MSFT
|
13F-HR |
5/9/2022, 12:06 PM |
Q4 2021 |
193 |
$848M |
+$21.8M |
-$15.2M |
+$6.67M |
ADBE, DHR, VTI, SPY, MSFT
|
13F-HR |
2/10/2022, 09:41 AM |
Q3 2021 |
188 |
$787M |
+$688M |
-$1.59M |
+$686M |
ADBE, VTI, DHR, SPY, MSFT
|
13F-HR |
2/10/2022, 09:36 AM |
Q2 2021 |
81 |
$102M |
+$6.28M |
-$154M |
-$148M |
SPY, AAPL, CSCO, ABBV, MTCH
|
13F-HR |
8/16/2021, 01:29 PM |
Q1 2021 |
109 |
$245M |
+$22.2M |
-$6.32M |
+$15.9M |
VTI, VGSH, SHY, SPY, VTIP
|
13F-HR |
5/17/2021, 04:49 PM |
Q4 2020 |
103 |
$221M |
+$2.11M |
-$8.3M |
-$6.18M |
VTI, SHY, VGSH, SPY, VTIP
|
13F-HR |
2/16/2021, 05:06 PM |
Q3 2020 |
61 |
$216M |
+$6.06M |
-$27.4M |
-$21.3M |
VTI, SHY, VGSH, SPY, VTIP
|
13F-HR |
11/10/2020, 09:47 PM |
Q2 2020 |
64 |
$226M |
+$85.6M |
-$93.2M |
-$7.58M |
VTI, SHY, VGSH, SPY, VTIP
|
13F-HR |
8/20/2020, 04:29 PM |
Q4 2019 |
65 |
$238M |
+$21.5M |
-$6.5M |
+$15M |
BIL, VTI, TFLO, SPY, VTIP
|
13F-HR |
2/10/2020, 03:52 PM |
Q3 2019 |
64 |
$218M |
+$8.18M |
-$14.1M |
-$5.92M |
BIL, VTI, TFLO, SPY, VTIP
|
13F-HR |
11/21/2019, 11:46 AM |
Q2 2019 |
64 |
$221M |
+$5.68M |
-$27.6M |
-$21.9M |
BIL, VTI, TFLO, SPY, VTIP
|
13F-HR |
7/11/2019, 09:00 AM |
Q1 2019 |
69 |
$240M |
+$23M |
-$16.3M |
+$6.68M |
BIL, VTI, TFLO, SPY, VTIP
|
13F-HR |
5/1/2019, 03:02 PM |
Q4 2018 |
70 |
$217M |
$0 |
$0 |
|
BIL, VTI, SPY, VTIP, SHY
|
13F-HR |
2/14/2019, 11:54 AM |