Q1 2023 |
0 |
|
|
|
|
|
13F-NT |
5/11/2023, 12:29 PM |
Q1 2022 |
306 |
$510M |
+$37.1M |
-$74.6M |
-$37.5M |
IVV, AGG, AAPL, FVD, SPY
|
Restatement |
5/19/2022, 02:29 PM |
Q4 2021 |
361 |
$581M |
+$95.6M |
-$8.56M |
+$87M |
IVV, AGG, AAPL, FVD, QQQ
|
13F-HR |
2/14/2022, 05:25 PM |
Q3 2021 |
307 |
$460M |
+$26.3M |
-$14.4M |
+$12M |
AGG, IVV, FVD, AAPL, QQQ
|
13F-HR |
11/15/2021, 04:13 PM |
Q2 2021 |
294 |
$453M |
+$140M |
-$9.78M |
+$130M |
AGG, IVV, FVD, AAPL, QQQ
|
13F-HR |
8/12/2021, 03:43 PM |
Q1 2021 |
199 |
$303M |
+$13M |
-$64.3M |
-$51.4M |
AGG, IVV, AAPL, FVD, SPAB
|
13F-HR |
5/14/2021, 02:03 PM |
Q4 2020 |
237 |
$345M |
+$50M |
-$33.4M |
+$16.6M |
AGG, IVV, AAPL, FVD, AMZN
|
13F-HR |
1/28/2021, 03:38 PM |
Q3 2020 |
424 |
$299M |
+$138M |
-$165M |
-$27M |
AGG, IVV, AAPL, SPY, AMZN
|
13F-HR |
11/12/2020, 02:17 PM |
Q2 2020 |
189 |
$260M |
$0 |
$0 |
|
IJH, AAPL, SPY, AMZN, SPAB
|
New Holdings |
8/13/2020, 01:18 PM |
Q2 2020 |
252 |
$305M |
+$178M |
-$124M |
+$54M |
IJH, AAPL, SPY, AMZN, SPAB
|
13F-HR |
8/11/2020, 02:50 PM |
Q1 2020 |
963 |
$227M |
+$198M |
-$447M |
-$249M |
AGG, IVV, AAPL, FVD, FTSM
|
13F-HR |
4/17/2020, 02:04 PM |
Q4 2019 |
54 |
$523M |
+$477M |
-$267M |
+$210M |
QQQ, SCHB, FTA, FVD, JPUS
|
13F-HR |
2/13/2020, 10:59 AM |
Q3 2019 |
1,049 |
$303M |
+$23M |
-$38.1M |
-$15M |
AGG, IVV, CFA, SPY, AAPL
|
13F-HR |
10/23/2019, 10:15 AM |
Q2 2019 |
1,041 |
$315M |
+$28.4M |
-$20.1M |
+$8.3M |
AGG, IVV, CFA, SPY, AAPL
|
13F-HR |
8/9/2019, 03:36 PM |
Q1 2019 |
1,104 |
$299M |
$0 |
$0 |
|
AGG, IVV, SPY, CFA, AAPL
|
13F-HR |
5/14/2019, 05:05 PM |