Q3 2024 |
195 |
$838M |
+$87.4M |
-$42.1M |
+$45.3M |
VOO, BRKB, AAPL, IVV, VO
|
13F-HR |
10/21/2024, 12:52 PM |
Q2 2024 |
183 |
$749M |
+$41.1M |
-$62.4M |
-$21.3M |
VOO, BRKB, IVV, AAPL, VO
|
13F-HR |
7/25/2024, 02:04 PM |
Q1 2024 |
192 |
$764M |
+$105M |
-$64.5M |
+$40.5M |
VOO, BRKB, IVV, VO, IWM
|
13F-HR |
4/29/2024, 04:33 PM |
Q4 2023 |
181 |
$682M |
+$46.9M |
-$47.6M |
-$674K |
VOO, BRKB, AAPL, VO, IVV
|
13F-HR |
1/30/2024, 04:01 PM |
Q3 2023 |
184 |
$623M |
+$33M |
-$25.2M |
+$7.85M |
VOO, BRKB, IVV, AAPL, VO
|
13F-HR |
10/31/2023, 10:58 AM |
Q2 2023 |
179 |
$632M |
+$18.1M |
-$34.2M |
-$16.2M |
VOO, BRKB, IVV, AAPL, VO
|
13F-HR |
7/31/2023, 04:11 PM |
Q1 2023 |
183 |
$616M |
+$64.8M |
-$64.2M |
+$624K |
VOO, BRKB, SHV, IVV, IWM
|
13F-HR |
5/1/2023, 02:05 PM |
Q4 2022 |
640 |
$585M |
+$59.8M |
-$50.6M |
+$9.2M |
VOO, BRKB, IVV, IWM, ACWI
|
13F-HR |
2/8/2023, 12:13 PM |
Q3 2022 |
667 |
$537M |
+$74.9M |
-$55.6M |
+$19.3M |
VOO, BRKB, IVV, ACWI, IWM
|
13F-HR |
11/4/2022, 10:33 AM |
Q2 2022 |
721 |
$552M |
+$42M |
-$32.7M |
+$9.27M |
VOO, BRKB, IVV, IWM, AAPL
|
13F-HR |
8/4/2022, 12:14 PM |
Q1 2022 |
821 |
$634M |
+$33.1M |
-$45.4M |
-$12.3M |
VOO, BRKB, IVV, AAPL, IWM
|
13F-HR |
5/3/2022, 03:38 PM |
Q4 2021 |
839 |
$671M |
+$80.1M |
-$18.9M |
+$61.2M |
VOO, BRKB, IVV, SPY, AAPL
|
13F-HR |
2/10/2022, 08:47 AM |
Q3 2021 |
487 |
$595M |
+$62.2M |
-$13.6M |
+$48.6M |
VOO, BRKB, IVV, IWM, SPY
|
13F-HR |
11/2/2021, 01:31 PM |
Q2 2021 |
468 |
$539M |
+$35.7M |
-$60.3M |
-$24.6M |
VOO, BRKB, IVV, SPY, IWM
|
13F-HR |
7/22/2021, 02:22 PM |
Q1 2021 |
438 |
$530M |
$0 |
$0 |
|
VOO, BRKB, IVV, IWM, SPY
|
13F-HR |
5/28/2021, 11:56 AM |