Q3 2024 |
172 |
$530M |
+$44.1M |
-$52.2M |
-$8.12M |
SPY, AGG, ACWI, AAPL, NVDA
|
13F-HR |
10/17/2024, 12:57 PM |
Q2 2024 |
178 |
$512M |
+$54.1M |
-$64.4M |
-$10.3M |
ACWI, SPY, NVDA, AAPL, IVV
|
13F-HR |
7/16/2024, 03:07 PM |
Q1 2024 |
188 |
$540M |
+$67.7M |
-$105M |
-$37.3M |
ACWI, SPY, NVDA, AAPL, KRE
|
13F-HR |
4/17/2024, 11:46 AM |
Q4 2023 |
181 |
$536M |
+$35.1M |
-$61.8M |
-$26.7M |
ACWI, SPY, AAPL, IEFA, NVDA
|
13F-HR |
1/11/2024, 10:16 AM |
Q3 2023 |
190 |
$506M |
+$22.5M |
-$23.3M |
-$835K |
ACWI, SPY, QQQ, AAPL, NVDA
|
13F-HR |
10/20/2023, 11:27 AM |
Q2 2023 |
198 |
$524M |
+$10.7M |
-$41M |
-$30.3M |
ACWI, SPY, QQQ, AAPL, IEFA
|
13F-HR |
7/17/2023, 01:38 PM |
Q1 2023 |
193 |
$517M |
+$9.86M |
-$43.8M |
-$34M |
ACWI, SPY, QQQ, AAPL, IEFA
|
13F-HR |
4/13/2023, 04:58 PM |
Q4 2022 |
205 |
$518M |
+$72.1M |
-$38.5M |
+$33.6M |
ACWI, SPY, QQQ, IEFA, AAPL
|
13F-HR |
1/12/2023, 11:54 AM |
Q3 2022 |
192 |
$449M |
+$11.4M |
-$51.1M |
-$39.8M |
ACWI, SPY, AAPL, IEFA, QQQ
|
13F-HR |
10/12/2022, 10:17 AM |
Q2 2022 |
218 |
$522M |
+$38.9M |
-$27.3M |
+$11.6M |
ACWI, SPY, IEFA, AAPL, QQQ
|
13F-HR |
7/8/2022, 12:06 PM |
Q1 2022 |
225 |
$609M |
+$127M |
-$89.1M |
+$38.3M |
ACWI, SPY, IEFA, AAPL, QQQ
|
13F-HR |
4/7/2022, 02:28 PM |
Q4 2021 |
220 |
$604M |
+$97.5M |
-$44.7M |
+$52.8M |
ACWI, SPY, AAPL, IEFA, MSFT
|
13F-HR |
1/10/2022, 10:36 AM |
Q3 2021 |
202 |
$505M |
+$57.5M |
-$13.3M |
+$44.2M |
SPY, ACWI, IEFA, AAPL, MSFT
|
13F-HR |
10/5/2021, 09:44 AM |
Q2 2021 |
210 |
$467M |
+$23.9M |
-$24.4M |
-$483K |
SPY, IEFA, AAPL, MSFT, AMZN
|
13F-HR |
7/13/2021, 11:43 AM |
Q1 2021 |
203 |
$438M |
+$8.02M |
-$11.5M |
-$3.49M |
SPY, IEFA, AAPL, MSFT, VMBS
|
13F-HR |
4/7/2021, 01:09 PM |
Q4 2020 |
196 |
$418M |
+$16.3M |
-$15.5M |
+$804K |
SPY, IEFA, AAPL, MSFT, AMZN
|
13F-HR |
1/12/2021, 10:37 AM |
Q3 2020 |
197 |
$379M |
+$26.2M |
-$13.8M |
+$12.4M |
SPY, IEFA, AAPL, MSFT, AMZN
|
13F-HR |
10/22/2020, 12:21 PM |
Q2 2020 |
187 |
$353M |
+$14.7M |
-$70.4M |
-$55.6M |
SPY, IEFA, AAPL, MSFT, VMBS
|
13F-HR |
7/28/2020, 04:07 PM |
Q1 2020 |
190 |
$351M |
+$6.83M |
-$25.5M |
-$18.7M |
SPY, IEFA, AAPL, MSFT, VMBS
|
13F-HR |
4/16/2020, 05:49 PM |
Q4 2019 |
219 |
$461M |
+$7.04M |
-$31.1M |
-$24.1M |
SPY, IEFA, AAPL, VMBS, MSFT
|
13F-HR |
1/27/2020, 11:47 AM |
Q3 2019 |
220 |
$451M |
+$17.4M |
-$33.8M |
-$16.4M |
SPY, IEFA, AAPL, VMBS, IJH
|
13F-HR |
10/3/2019, 12:10 PM |
Q2 2019 |
243 |
$462M |
+$10.9M |
-$53M |
-$42M |
SPY, IEFA, IJH, AAPL, MSFT
|
13F-HR |
8/13/2019, 04:21 PM |
Q1 2019 |
749 |
$500M |
$0 |
$0 |
|
SPY, IEFA, IJH, AAPL, VCSH
|
13F-HR |
5/9/2019, 03:47 PM |