Q3 2024 |
226 |
$589M |
+$5.78M |
-$2.55M |
+$3.22M |
IVV, DFAC, DFAU, AAPL, DUHP
|
13F-HR |
11/1/2024, 06:48 PM |
Q2 2024 |
233 |
$87.7M |
$0 |
$0 |
|
ENPH, VEU, AMAT, ISRG, BLV
|
13F-HR |
8/6/2024, 05:53 PM |
Q1 2024 |
186 |
$512M |
+$55.7M |
-$35.5M |
+$20.2M |
IVV, DFAC, DUHP, DFAU, AAPL
|
13F-HR |
5/2/2024, 06:12 PM |
Q4 2023 |
170 |
$412M |
+$50.3M |
-$28.6M |
+$21.7M |
IVV, DFAC, DUHP, DFAU, AAPL
|
13F-HR |
2/8/2024, 06:04 PM |
Q3 2023 |
174 |
$402M |
+$47M |
-$32.7M |
+$14.4M |
IVV, DFAC, DUHP, AAPL, DFAU
|
13F-HR |
11/13/2023, 04:00 PM |
Q2 2023 |
191 |
$401M |
+$9.34M |
-$118M |
-$108M |
IVV, DFAC, DUHP, AAPL, QUAL
|
13F-HR |
8/10/2023, 01:16 PM |
Q1 2023 |
230 |
$485M |
+$190M |
-$136M |
+$53.9M |
IVV, AAPL, DFAC, DUHP, QUAL
|
13F-HR |
5/3/2023, 02:22 PM |
Q3 2022 |
149 |
$375M |
+$162M |
-$10.6M |
+$151M |
DUHP, IVV, DFAC, DFUV, DFIC
|
13F-HR |
11/15/2022, 03:05 PM |
Q2 2022 |
159 |
$242M |
+$30.4M |
-$25.6M |
+$4.85M |
IVV, ESGU, AAPL, IUSB, EFV
|
13F-HR |
8/15/2022, 12:30 PM |
Q1 2022 |
158 |
$277M |
+$210M |
-$194M |
+$15.9M |
IVV, ESGU, AAPL, IUSB, EFV
|
13F-HR |
5/9/2022, 01:21 PM |
Q4 2021 |
179 |
$263M |
+$192M |
-$216M |
-$24.3M |
IVV, ESGU, AAPL, EFG, EFV
|
13F-HR |
2/14/2022, 06:53 PM |
Q3 2021 |
1,252 |
$278M |
+$51.3M |
-$28.4M |
+$22.9M |
IVV, ESGU, AAPL, EFV, EFG
|
13F-HR |
11/15/2021, 02:43 PM |
Q2 2021 |
1,074 |
$257M |
+$50.9M |
-$16.3M |
+$34.6M |
AAPL, IVV, ESGU, EFV, VTI
|
Restatement |
8/13/2021, 04:31 PM |
Q1 2021 |
919 |
$197M |
+$439K |
-$13.7K |
+$426K |
AAPL, IVV, ESGU, EFG, VTI
|
13F-HR |
5/17/2021, 03:40 PM |
Q4 2020 |
926 |
$203M |
+$30.3M |
-$18M |
+$12.3M |
AAPL, IVV, ESGU, EFG, VTI
|
13F-HR |
2/9/2021, 04:47 PM |
Q3 2020 |
843 |
$170M |
+$35.3M |
-$3.27M |
+$32.1M |
AAPL, IVV, ESGU, EFG, LQD
|
13F-HR |
11/5/2020, 12:00 PM |
Q2 2020 |
839 |
$142M |
+$30.7M |
-$24.6M |
+$6.13M |
AAPL, IVV, ESGU, LQD, VTI
|
13F-HR |
8/4/2020, 09:06 AM |
Q1 2020 |
872 |
$114M |
+$16.3M |
-$6.53M |
+$9.81M |
AAPL, IVV, GOVT, VTI, IEFA
|
13F-HR |
4/27/2020, 03:11 PM |
Q4 2019 |
889 |
$127M |
+$21.5M |
-$8.66M |
+$12.8M |
AAPL, IVV, VTI, CVX, GOVT
|
13F-HR |
2/5/2020, 11:10 AM |
Q3 2019 |
849 |
$106M |
+$11.6M |
-$21.5M |
-$9.96M |
AAPL, IVV, DIEM, VTI, CVX
|
13F-HR |
10/30/2019, 12:36 PM |
Q2 2019 |
891 |
$114M |
+$26.7M |
-$50M |
-$23.3M |
AAPL, CVX, IVV, DIEM, VTI
|
13F-HR |
7/30/2019, 10:01 AM |
Q1 2019 |
716 |
$133M |
+$5.48M |
-$20.6M |
-$15.1M |
FDD, XLF, AAPL, DIEM, CVX
|
13F-HR |
4/18/2019, 02:20 PM |
Q4 2018 |
744 |
$134M |
$0 |
$0 |
|
FDD, XLF, VNQ, AAPL, DIEM
|
13F-HR |
3/26/2019, 09:40 AM |