Q3 2024 |
85 |
$265M |
+$12.5M |
-$1.51M |
+$11M |
MSFT, VUG, VGT, VTV, VV
|
13F-HR |
10/29/2024, 06:36 PM |
Q2 2024 |
84 |
$246M |
+$31.5M |
-$23.5M |
+$7.92M |
MSFT, VUG, VGT, VTV, VV
|
13F-HR |
7/30/2024, 12:30 PM |
Q1 2024 |
92 |
$236M |
+$20.8M |
-$6.48M |
+$14.3M |
MSFT, VTV, VUG, VGT, VV
|
13F-HR |
4/19/2024, 11:14 AM |
Q4 2023 |
87 |
$207M |
+$18.6M |
-$12.9M |
+$5.71M |
MSFT, VUG, VTV, VGT, AAPL
|
13F-HR |
1/26/2024, 04:39 PM |
Q3 2023 |
76 |
$181M |
+$24.2M |
-$11.7M |
+$12.5M |
VUG, VTV, MSFT, VGT, AAPL
|
13F-HR |
10/31/2023, 11:38 AM |
Q2 2023 |
82 |
$174M |
+$34.4M |
-$34.1M |
+$290K |
MSFT, VUG, AAPL, VGT, VTV
|
13F-HR |
8/7/2023, 07:49 PM |
Q1 2023 |
73 |
$163M |
+$12.2M |
-$2.72M |
+$9.48M |
MSFT, VTV, AAPL, VUG, VGT
|
13F-HR |
4/25/2023, 11:58 AM |
Q4 2022 |
65 |
$145M |
+$18.7M |
-$20.6M |
-$1.86M |
VTV, MSFT, VUG, AAPL, VEA
|
13F-HR |
1/30/2023, 11:59 AM |
Q3 2022 |
64 |
$139M |
+$5.4M |
-$1.56M |
+$3.84M |
MSFT, VGT, VUG, AAPL, VTIP
|
13F-HR |
11/3/2022, 12:17 PM |
Q2 2022 |
67 |
$146M |
+$30.3M |
-$21.5M |
+$8.76M |
VGT, MSFT, VUG, AAPL, VEA
|
13F-HR |
7/19/2022, 03:17 PM |
Q1 2022 |
68 |
$162M |
+$20.4M |
-$4.34M |
+$16M |
VGT, VUG, VUSB, AAPL, MSFT
|
13F-HR |
5/12/2022, 03:29 PM |
Q4 2021 |
71 |
$160M |
$0 |
$0 |
|
VGT, VUG, AAPL, MSFT, VEA
|
13F-HR |
1/26/2022, 06:50 PM |