Q3 2024 |
763 |
$2.71B |
+$203M |
-$89.9M |
+$113M |
AAPL, MSFT, VTV, VUG, GOOG
|
13F-HR |
10/30/2024, 12:23 PM |
Q2 2024 |
750 |
$2.47B |
+$178M |
-$78.5M |
+$99.2M |
AAPL, MSFT, VTV, VUG, GOOG
|
13F-HR |
7/22/2024, 11:07 AM |
Q1 2024 |
702 |
$2.36B |
+$183M |
-$75.7M |
+$107M |
MSFT, AAPL, VTV, VUG, BIV
|
13F-HR |
4/30/2024, 09:41 AM |
Q4 2023 |
653 |
$2.1B |
+$187M |
-$119M |
+$68.4M |
AAPL, MSFT, VUG, BIV, GOOG
|
Restatement |
2/7/2024, 03:47 PM |
Q3 2023 |
1,879 |
$1.86B |
+$407M |
-$54.1M |
+$353M |
AAPL, MSFT, GOOG, BIV, VUG
|
13F-HR |
11/13/2023, 05:02 PM |
Q2 2023 |
1,748 |
$1.56B |
+$203M |
-$101M |
+$102M |
AAPL, MSFT, GOOG, BIV, JEPI
|
13F-HR |
8/10/2023, 11:34 AM |
Q1 2023 |
1,677 |
$1.39B |
+$71.1M |
-$94.1M |
-$23M |
AAPL, MSFT, ICSH, VTV, JEPI
|
13F-HR |
5/12/2023, 10:25 AM |
Q4 2022 |
1,656 |
$1.36B |
+$129M |
-$74.1M |
+$54.7M |
AAPL, MSFT, ICSH, SCHO, JEPI
|
13F-HR |
2/14/2023, 02:59 PM |
Q3 2022 |
503 |
$1.21B |
+$162M |
-$34.5M |
+$127M |
AAPL, MSFT, SCHO, GOOG, VGSH
|
13F-HR |
11/14/2022, 11:14 AM |
Q2 2022 |
551 |
$1.18B |
+$873M |
-$9.22M |
+$864M |
AAPL, MSFT, SCHO, CME, VGSH
|
13F-HR |
8/15/2022, 03:27 PM |
Q1 2022 |
273 |
$364M |
+$59.8M |
-$35M |
+$24.8M |
JEPI, SPY, MSFT, SCHG, AAPL
|
13F-HR |
5/16/2022, 03:10 PM |
Q4 2021 |
257 |
$361M |
+$43.4M |
-$11.3M |
+$32.1M |
JEPI, SPY, MSFT, VUG, SCHG
|
13F-HR |
2/14/2022, 04:29 PM |
Q3 2021 |
242 |
$305M |
+$20.1M |
-$23.3M |
-$3.19M |
JEPI, SPY, MSFT, USFR, BIV
|
13F-HR |
11/15/2021, 04:49 PM |
Q2 2021 |
316 |
$309M |
+$72.5M |
-$18M |
+$54.5M |
SPY, MSFT, JEPI, USFR, VUG
|
13F-HR |
8/16/2021, 12:55 PM |
Q1 2021 |
310 |
$239M |
+$13.9M |
-$293M |
-$279M |
SPY, USFR, TOWN, SCHG, JEPI
|
13F-HR |
5/17/2021, 12:40 PM |
Q4 2020 |
354 |
$519M |
+$235M |
-$224M |
+$10.5M |
ROL, AAPL, MSFT, SPY, USFR
|
13F-HR |
2/11/2021, 08:53 PM |
Q3 2020 |
975 |
$473M |
+$404M |
-$4.12M |
+$400M |
AAPL, SPY, JNJ, MSFT, MRK
|
13F-HR |
11/12/2020, 03:38 PM |
Q2 2020 |
109 |
$70.5M |
+$33.1M |
-$10.6M |
+$22.5M |
BIV, SCHG, VUG, AAPL, VTV
|
13F-HR |
8/5/2020, 01:14 PM |
Q1 2020 |
72 |
$42.9M |
+$10.3M |
-$47.1M |
-$36.7M |
USMV, VUG, EFAV, SH, SCHV
|
13F-HR |
4/21/2020, 12:27 PM |
Q4 2019 |
122 |
$86.3M |
$0 |
$0 |
|
VTV, BIV, SCHG, VUG, SCHV
|
13F-HR |
2/10/2020, 09:51 AM |
Q4 2018 |
103 |
$58.7M |
$0 |
$0 |
|
AOA, BIV, AOM, EFAV, SCHV
|
13F-HR |
2/6/2019, 02:42 PM |