Q2 2024 |
511 |
$774M |
+$53.3M |
-$57.3M |
-$4.01M |
AAPL, IVV, IVW, IUSB, MSFT
|
13F-HR |
8/9/2024, 03:21 PM |
Q1 2024 |
516 |
$762M |
+$85M |
-$73M |
+$12M |
AAPL, IVV, IUSB, MSFT, IVE
|
13F-HR |
5/10/2024, 10:50 AM |
Q4 2023 |
510 |
$713M |
+$52.3M |
-$36.8M |
+$15.6M |
AAPL, IVV, MSFT, IUSB, QUAL
|
13F-HR |
1/30/2024, 11:53 AM |
Q3 2023 |
488 |
$634M |
+$55.1M |
-$60.3M |
-$5.24M |
AAPL, IVV, IUSB, MSFT, EFV
|
13F-HR |
11/9/2023, 09:00 AM |
Q2 2023 |
510 |
$669M |
+$48.2M |
-$34.6M |
+$13.6M |
AAPL, IVV, MSFT, QUAL, IUSB
|
13F-HR |
8/2/2023, 05:23 PM |
Q1 2023 |
500 |
$617M |
+$83M |
-$64.4M |
+$18.6M |
AAPL, IVV, IUSB, QUAL, MSFT
|
13F-HR |
5/10/2023, 05:55 PM |
Q4 2022 |
485 |
$563M |
+$70.6M |
-$44.5M |
+$26.2M |
AAPL, IVV, ESGU, SHV, MSFT
|
13F-HR |
2/13/2023, 04:50 PM |
Q3 2022 |
451 |
$502M |
+$62.5M |
-$41.1M |
+$21.4M |
AAPL, IVV, ESGU, MSFT, IUSB
|
13F-HR |
11/14/2022, 01:10 PM |
Q2 2022 |
438 |
$520M |
+$148M |
-$47M |
+$101M |
AAPL, IVV, ESGU, MSFT, EFV
|
Restatement |
10/11/2022, 09:16 AM |
Q1 2022 |
441 |
$486M |
+$65.7M |
-$51.7M |
+$14M |
IVV, AAPL, ESGU, MSFT, EFV
|
13F-HR |
5/10/2022, 10:59 AM |
Q4 2021 |
445 |
$493M |
+$41.1M |
-$21.7M |
+$19.5M |
AAPL, IVV, ESGU, VNQ, MSFT
|
13F-HR |
2/14/2022, 01:22 PM |
Q3 2021 |
424 |
$441M |
+$49.8M |
-$25.5M |
+$24.3M |
AAPL, IVV, ESGU, VNQ, SPY
|
13F-HR |
11/12/2021, 10:57 AM |
Q2 2021 |
423 |
$425M |
+$61.4M |
-$16.5M |
+$44.9M |
AAPL, IVV, VNQ, ESGU, SPY
|
13F-HR |
8/16/2021, 09:34 AM |
Q1 2021 |
384 |
$357M |
+$35.2M |
-$33.4M |
+$1.86M |
AAPL, IVV, VNQ, SPY, MSFT
|
13F-HR |
5/17/2021, 05:58 PM |
Q4 2020 |
377 |
$339M |
+$53.4M |
-$19.8M |
+$33.6M |
AAPL, IVV, VNQ, MSFT, SPY
|
13F-HR |
2/11/2021, 08:52 AM |
Q3 2020 |
313 |
$278M |
+$38.2M |
-$16.1M |
+$22.2M |
AAPL, IVV, MSFT, SPY, AMZN
|
Restatement |
12/1/2020, 09:58 AM |
Q2 2020 |
301 |
$253M |
+$77.5M |
-$40.4M |
+$37.1M |
AAPL, IVV, SHV, MSFT, SHY
|
13F-HR |
8/13/2020, 08:28 PM |
Q1 2020 |
231 |
$185M |
+$99.1M |
-$32.5M |
+$66.7M |
SPY, AAPL, TIP, IEF, EFA
|
13F-HR |
5/14/2020, 07:20 PM |
Q4 2019 |
87 |
$141M |
$0 |
$0 |
|
AAPL, TIP, SPY, VEA, VNQ
|
Restatement |
2/14/2020, 08:04 AM |