Q3 2024 |
517 |
$1.09B |
+$65M |
-$102M |
-$37.3M |
VTI, NMM, SCHD, SCHG, AAPL
|
13F-HR |
11/5/2024, 01:52 PM |
Q2 2024 |
529 |
$1.06B |
+$141M |
-$15.6M |
+$125M |
VTI, SCHG, NMM, SCHD, AAPL
|
13F-HR |
8/7/2024, 07:26 PM |
Q1 2024 |
507 |
$936M |
+$144M |
-$34.8M |
+$109M |
VTI, SCHD, SCHG, SPY, SCHX
|
13F-HR |
4/22/2024, 07:55 PM |
Q4 2023 |
447 |
$774M |
+$31.4M |
-$26.9M |
+$4.5M |
VTI, SCHG, SCHD, AAPL, SPY
|
13F-HR |
2/8/2024, 05:25 PM |
Q3 2023 |
449 |
$706M |
+$53.1M |
-$60.9M |
-$7.85M |
VTI, SCHD, SCHG, AAPL, SPY
|
13F-HR |
11/2/2023, 09:23 PM |
Q2 2023 |
442 |
$743M |
+$46.5M |
-$21.6M |
+$25M |
VTI, SCHD, SCHG, AAPL, SCHX
|
13F-HR |
8/4/2023, 05:26 PM |
Q1 2023 |
445 |
$682M |
+$34.3M |
-$20.7M |
+$13.7M |
SCHD, VTI, SCHG, AAPL, SCHX
|
13F-HR |
4/20/2023, 09:41 PM |
Q4 2022 |
432 |
$634M |
+$52.5M |
-$60.7M |
-$8.2M |
SCHD, VTI, SCHG, AAPL, SCHX
|
Restatement |
2/7/2023, 08:07 PM |
Q3 2022 |
426 |
$607M |
+$101M |
-$84.2M |
+$16.8M |
SCHD, VTI, SCHG, AAPL, AGG
|
13F-HR |
10/24/2022, 04:17 PM |
Q2 2022 |
451 |
$615M |
+$97.9M |
-$55.2M |
+$42.7M |
VTI, SCHD, AGG, AAPL, CVX
|
13F-HR |
7/27/2022, 08:42 AM |
Q1 2022 |
442 |
$682M |
+$61.4M |
-$34.8M |
+$26.6M |
VTI, SCHD, AAPL, SCHG, SCHX
|
13F-HR |
4/21/2022, 07:39 PM |
Q4 2021 |
467 |
$707M |
+$67.8M |
-$53.1M |
+$14.8M |
VTI, SCHD, AAPL, SCHG, SCHX
|
13F-HR |
2/7/2022, 08:01 PM |
Q3 2021 |
444 |
$651M |
+$57.2M |
-$16.2M |
+$41M |
VTI, SCHD, SCHG, AAPL, AGG
|
13F-HR |
11/15/2021, 04:18 PM |
Q2 2021 |
435 |
$619M |
+$60.5M |
-$35.1M |
+$25.5M |
VTI, SCHD, SCHG, AAPL, AGG
|
13F-HR |
8/10/2021, 05:16 PM |
Q1 2021 |
417 |
$562M |
+$79.9M |
-$19.3M |
+$60.5M |
VTI, SCHD, AGG, SCHG, AAPL
|
13F-HR |
5/17/2021, 10:57 AM |
Q4 2020 |
377 |
$489M |
$0 |
$0 |
|
VTI, AAPL, AGG, TSLA, SCHD
|
13F-HR |
3/1/2021, 09:28 AM |