Q3 2024 |
642 |
$1.6B |
+$140M |
-$76M |
+$64.1M |
VTV, VUG, AVUS, SCHG, AAPL
|
13F-HR |
10/25/2024, 10:58 AM |
Q2 2024 |
603 |
$1.47B |
+$126M |
-$70.2M |
+$55.8M |
VTV, VUG, AVUS, QUAL, AAPL
|
13F-HR |
7/26/2024, 02:00 PM |
Q1 2024 |
603 |
$1.41B |
+$174M |
-$55.5M |
+$118M |
VTV, AVUS, VUG, QUAL, SCHG
|
13F-HR |
4/23/2024, 10:05 AM |
Q4 2023 |
554 |
$1.21B |
+$136M |
-$108M |
+$27.9M |
VTV, AVUS, QUAL, AAPL, VUG
|
13F-HR |
1/25/2024, 12:04 PM |
Q3 2023 |
527 |
$1.08B |
+$124M |
-$56.7M |
+$67M |
VTV, AVUS, QUAL, AAPL, IBDO
|
13F-HR |
10/18/2023, 12:35 PM |
Q2 2023 |
536 |
$1.05B |
+$150M |
-$125M |
+$25.1M |
VTV, AVUS, AAPL, QUAL, IBDO
|
13F-HR |
10/18/2023, 12:28 PM |
Q1 2023 |
509 |
$971M |
+$137M |
-$76.1M |
+$61M |
ESGU, AVUS, SPLG, AAPL, VTV
|
13F-HR |
4/28/2023, 12:07 PM |
Q4 2022 |
505 |
$864M |
+$128M |
-$101M |
+$26.9M |
ESGU, SPLG, AVUS, AAPL, VTV
|
13F-HR |
1/26/2023, 11:45 AM |
Q3 2022 |
481 |
$789M |
+$110M |
-$45.7M |
+$64.5M |
SPLG, ESGU, AVUS, AAPL, EFV
|
13F-HR |
11/8/2022, 01:23 PM |
Q2 2022 |
481 |
$774M |
+$145M |
-$97.1M |
+$48.2M |
SPLG, ESGU, AAPL, AVUS, EFV
|
13F-HR |
8/12/2022, 02:54 PM |
Q1 2022 |
494 |
$860M |
+$192M |
-$79.3M |
+$113M |
SPLG, ESGU, AAPL, AVUS, MSFT
|
13F-HR |
8/12/2022, 03:02 PM |
Q4 2021 |
480 |
$791M |
+$144M |
-$28.5M |
+$115M |
ESGU, SPLG, AAPL, BOND, MSFT
|
13F-HR |
2/14/2022, 09:47 AM |
Q3 2021 |
392 |
$639M |
+$103M |
-$86.4M |
+$17M |
ESGU, SPLG, BOND, AAPL, TOTL
|
13F-HR |
11/12/2021, 10:48 AM |
Q2 2021 |
1,386 |
$631M |
+$182M |
-$43.9M |
+$138M |
ESGU, SPLG, BOND, MSFT, TOTL
|
13F-HR |
8/11/2021, 06:02 PM |
Q1 2021 |
288 |
$469M |
+$111M |
-$49M |
+$61.6M |
ESGU, SPLG, BOND, TOTL, AAPL
|
13F-HR |
5/10/2021, 04:00 PM |
Q4 2020 |
237 |
$398M |
+$106M |
-$59.2M |
+$46.4M |
ESGU, SPLG, BOND, AAPL, TOTL
|
13F-HR |
1/26/2021, 01:52 PM |
Q3 2020 |
208 |
$323M |
+$103M |
-$76.8M |
+$26.7M |
ESGU, SPLG, AAPL, BOND, AMZN
|
13F-HR |
10/27/2020, 11:13 AM |
Q2 2020 |
170 |
$284M |
+$127M |
-$48.3M |
+$78.9M |
SPLG, ESGU, QQQ, BOND, IVW
|
13F-HR |
7/20/2020, 01:46 PM |
Q1 2020 |
125 |
$171M |
+$80.7M |
-$31.6M |
+$49.1M |
ACWI, SPLG, AAPL, AMZN, VB
|
13F-HR |
4/20/2020, 11:53 AM |
Q4 2019 |
91 |
$146M |
+$22.3M |
-$16.3M |
+$5.94M |
VB, SPAB, SPTM, AAPL, AMZN
|
13F-HR |
1/10/2020, 10:00 AM |
Q3 2019 |
438 |
$133M |
+$30.1M |
-$16.2M |
+$13.9M |
VB, SPAB, SPTM, AAPL, AMZN
|
13F-HR |
10/16/2019, 04:20 PM |
Q2 2019 |
72 |
$117M |
+$7.11M |
-$4.65M |
+$2.47M |
VB, SPAB, SPTM, AMZN, MSFT
|
13F-HR |
7/9/2019, 02:54 PM |
Q1 2019 |
71 |
$110M |
+$47.9M |
-$14.1M |
+$33.8M |
VB, SPAB, SPTM, AMZN, SHW
|
13F-HR |
4/10/2019, 10:36 AM |
Q4 2018 |
51 |
$68.9M |
$0 |
$0 |
|
BRKB, AMZN, SHW, AAPL, SPAB
|
13F-HR |
2/13/2019, 11:51 AM |