Q2 2022 |
161 |
$200M |
+$20M |
-$7.44M |
+$12.5M |
HDV, AAPL, VNLA, QQQ, BRKA
|
13F-HR |
11/9/2022, 12:12 PM |
Q1 2022 |
164 |
$222M |
+$15.3M |
-$8.01M |
+$7.34M |
HDV, AAPL, QQQ, VNLA, SKYY
|
13F-HR |
5/16/2022, 03:49 PM |
Q4 2021 |
170 |
$222M |
+$19.6M |
-$3.97M |
+$15.6M |
HDV, AAPL, QQQ, VNLA, SKYY
|
13F-HR |
2/14/2022, 07:20 PM |
Q3 2021 |
162 |
$190M |
+$17.2M |
-$3.94M |
+$13.2M |
HDV, AAPL, VNLA, SKYY, QQQ
|
13F-HR |
11/15/2021, 12:47 PM |
Q2 2021 |
150 |
$184M |
+$8.52M |
-$5.33M |
+$3.19M |
HDV, VNLA, SKYY, AAPL, QQQ
|
13F-HR |
8/16/2021, 01:23 PM |
Q1 2021 |
141 |
$171M |
+$8.35M |
-$6.57M |
+$1.78M |
HDV, VNLA, SKYY, AAPL, QQQ
|
13F-HR |
5/17/2021, 02:27 PM |
Q4 2020 |
138 |
$157M |
+$13.8M |
-$3.91M |
+$9.94M |
HDV, VNLA, AAPL, SKYY, QQQ
|
13F-HR |
2/16/2021, 01:46 PM |
Q3 2020 |
119 |
$140M |
+$16.8M |
-$5.35M |
+$11.5M |
HDV, VNLA, AAPL, QQQ, SKYY
|
13F-HR |
11/16/2020, 04:02 PM |
Q2 2020 |
111 |
$127M |
+$11.1M |
-$6.03M |
+$5.05M |
HDV, VNLA, AAPL, QQQ, IEFA
|
13F-HR |
8/14/2020, 02:38 PM |
Q1 2020 |
99 |
$105M |
+$15.6M |
-$6.06M |
+$9.58M |
HDV, VNLA, MINT, IEFA, QQQ
|
13F-HR |
5/15/2020, 10:08 PM |
Q4 2019 |
105 |
$98M |
+$7.31M |
-$8.31M |
-$999K |
VNLA, IEFA, EEMV, AAPL, QQQ
|
13F-HR |
2/18/2020, 11:30 AM |
Q3 2019 |
100 |
$108M |
+$12.6M |
-$6.38M |
+$6.25M |
HDV, VNLA, IEFA, EEMV, QQQ
|
13F-HR |
11/15/2019, 06:41 PM |
Q2 2019 |
93 |
$90.1M |
+$5.86M |
-$10.5M |
-$4.59M |
HDV, VNLA, EEMV, QQQ, AAPL
|
13F-HR |
8/15/2019, 05:13 PM |
Q1 2019 |
98 |
$86.8M |
+$7.78M |
-$2.81M |
+$4.98M |
VNLA, IEFA, EEMV, QQQ, AAPL
|
13F-HR |
5/15/2019, 04:19 PM |
Q4 2018 |
92 |
$86.6M |
+$11M |
-$6.36M |
+$4.59M |
HDV, IEFA, VNLA, EEMV, QQQ
|
13F-HR |
2/8/2019, 07:15 PM |
Q3 2018 |
95 |
$93.3M |
+$9.6M |
-$3.35M |
+$6.24M |
HDV, VNLA, EEMV, QQQ, AAPL
|
13F-HR |
11/5/2018, 06:17 PM |
Q2 2018 |
91 |
$83.6M |
+$11.9M |
-$10.6M |
+$1.36M |
HDV, VNLA, EEMV, QQQ, VGK
|
13F-HR |
8/16/2018, 02:15 PM |
Q1 2018 |
82 |
$79M |
+$15.4M |
-$12M |
+$3.31M |
HDV, VNLA, EEMV, QQQ, VGK
|
13F-HR |
5/15/2018, 03:25 PM |
Q4 2017 |
76 |
$82.6M |
$0 |
$0 |
|
HDV, EEM, VNLA, QQQ, VGK
|
13F-HR |
2/27/2018, 05:24 PM |