Q3 2024 |
555 |
$1.54B |
+$103M |
-$32.8M |
+$70.2M |
MUB, VTEB, AAPL, MSFT, IEFA
|
13F-HR |
11/7/2024, 04:38 PM |
Q2 2024 |
512 |
$1.41B |
+$449M |
-$3.23M |
+$446M |
MUB, VTEB, AAPL, MSFT, VEA
|
13F-HR |
8/8/2024, 10:41 AM |
Q1 2024 |
448 |
$983M |
+$58.1M |
-$7.55M |
+$50.6M |
MUB, VTEB, MSFT, AAPL, VEA
|
13F-HR |
5/7/2024, 05:17 PM |
Q4 2023 |
422 |
$873M |
+$39.3M |
-$36.8M |
+$2.53M |
MUB, VTEB, AAPL, MSFT, VEA
|
13F-HR |
1/25/2024, 02:39 PM |
Q3 2023 |
403 |
$795M |
+$11.1M |
-$111M |
-$100M |
MUB, VTEB, AAPL, VEA, MSFT
|
13F-HR |
11/13/2023, 11:40 AM |
Q2 2023 |
435 |
$929M |
+$62.1M |
-$45.6M |
+$16.5M |
MUB, VTEB, AAPL, VEA, MSFT
|
13F-HR |
8/11/2023, 02:55 PM |
Q1 2023 |
427 |
$868M |
+$56.4M |
-$22.7M |
+$33.7M |
MUB, VTEB, AAPL, VEA, IEMG
|
13F-HR |
5/15/2023, 04:44 PM |
Q4 2022 |
399 |
$791M |
$0 |
$0 |
|
MUB, VTEB, IEMG, VEA, AAPL
|
13F-HR |
2/14/2023, 05:19 PM |