Q3 2024 |
2,822 |
$1.13B |
+$66.1M |
-$41M |
+$25.1M |
VTI, VXUS, AAPL, GBDC, SPY
|
13F-HR |
11/1/2024, 04:12 PM |
Q2 2024 |
2,756 |
$1.06B |
+$68.8M |
-$68.2M |
+$525K |
VTI, VXUS, GBDC, AAPL, SPY
|
13F-HR |
7/31/2024, 01:02 PM |
Q1 2024 |
2,644 |
$1.07B |
+$49.8M |
-$53.4M |
-$3.59M |
VTI, VXUS, GBDC, AAPL, SPY
|
13F-HR |
4/25/2024, 01:39 PM |
Q4 2023 |
2,689 |
$1B |
+$47.1M |
-$35M |
+$12.1M |
VTI, VXUS, GBDC, AAPL, SPY
|
13F-HR |
1/31/2024, 06:24 PM |
Q3 2023 |
2,684 |
$894M |
+$24.3M |
-$39.3M |
-$14.9M |
VTI, GBDC, VXUS, AAPL, SPY
|
13F-HR |
10/25/2023, 03:35 PM |
Q2 2023 |
2,703 |
$939M |
+$58.6M |
-$26.2M |
+$32.4M |
VTI, VXUS, GBDC, AAPL, SPY
|
13F-HR |
7/28/2023, 09:20 PM |
Q1 2023 |
2,769 |
$853M |
+$82.8M |
-$89.8M |
-$6.99M |
VTI, GBDC, VXUS, AAPL, SPY
|
13F-HR |
4/26/2023, 03:06 PM |
Q4 2022 |
2,820 |
$812M |
+$191M |
-$18.8M |
+$172M |
VTI, GBDC, VXUS, AAPL, OCSL
|
13F-HR |
1/24/2023, 06:14 PM |
Q3 2022 |
2,594 |
$592M |
+$48.2M |
-$17.7M |
+$30.6M |
VTI, GBDC, VXUS, AAPL, OCSL
|
13F-HR |
11/10/2022, 03:17 PM |
Q2 2022 |
2,456 |
$605M |
+$97.4M |
-$27.2M |
+$70.2M |
VTI, GBDC, VXUS, AAPL, IWF
|
13F-HR |
8/1/2022, 05:20 PM |
Q1 2022 |
2,457 |
$648M |
+$48.6M |
-$24.3M |
+$24.3M |
VTI, VXUS, GBDC, AAPL, IWF
|
13F-HR |
4/20/2022, 07:08 PM |
Q4 2021 |
2,055 |
$656M |
+$259M |
-$6.97M |
+$252M |
VTI, VXUS, GBDC, AAPL, IWF
|
13F-HR |
1/14/2022, 06:32 PM |
Q3 2021 |
1,836 |
$381M |
+$14.1M |
-$60.9M |
-$46.7M |
VTI, VXUS, GBDC, AAPL, OCSL
|
13F-HR |
11/5/2021, 04:51 PM |
Q2 2021 |
1,898 |
$447M |
+$13.6M |
-$32.1M |
-$18.5M |
VTI, VXUS, GBDC, AAPL, JFR
|
13F-HR |
7/27/2021, 02:21 PM |
Q1 2021 |
1,859 |
$437M |
+$30.4M |
-$25.5M |
+$4.87M |
VTI, VXUS, GBDC, AAPL, EFT
|
13F-HR |
4/28/2021, 03:31 PM |
Q4 2020 |
1,758 |
$409M |
+$11.7M |
-$11.3M |
+$333K |
VTI, VXUS, GBDC, AAPL, EFT
|
13F-HR |
1/27/2021, 05:24 PM |
Q3 2020 |
1,727 |
$363M |
+$24.7M |
-$12.5M |
+$12.1M |
VTI, VXUS, GBDC, AAPL, EFT
|
13F-HR |
11/3/2020, 09:45 AM |
Q2 2020 |
1,701 |
$337M |
+$47.2M |
-$18.1M |
+$29.1M |
VTI, VXUS, GBDC, AAPL, SPY
|
13F-HR |
7/27/2020, 03:55 PM |
Q1 2020 |
1,665 |
$264M |
+$62.8M |
-$22.3M |
+$40.5M |
VTI, VXUS, JFR, AAPL, GBDC
|
13F-HR |
4/22/2020, 01:58 PM |
Q4 2019 |
1,492 |
$287M |
+$7.31M |
-$5.13M |
+$2.18M |
VTI, VXUS, SPY, EFA, AAPL
|
13F-HR |
1/24/2020, 05:38 PM |
Q3 2019 |
1,425 |
$265M |
+$10.9M |
-$6.72M |
+$4.13M |
VTI, VXUS, SPY, EFA, AAPL
|
13F-HR |
10/30/2019, 06:10 PM |
Q2 2019 |
1,385 |
$259M |
+$13.3M |
-$13M |
+$293K |
VTI, VXUS, SPY, EFA, EFT
|
13F-HR |
7/24/2019, 04:57 PM |
Q1 2019 |
1,374 |
$250M |
+$30.3M |
-$7.43M |
+$22.9M |
VTI, VXUS, SPY, EFA, EFT
|
13F-HR |
4/23/2019, 02:50 PM |
Q4 2018 |
1,338 |
$203M |
$0 |
$0 |
|
VTI, VXUS, SPY, EFA, AAPL
|
13F-HR |
2/7/2019, 03:03 PM |