Q3 2024 |
112 |
$304M |
+$12.1M |
-$4.79M |
+$7.35M |
IAU, QQQM, AAPL, VTI, DGRO
|
13F-HR |
10/9/2024, 10:11 AM |
Q2 2024 |
106 |
$283M |
+$17.8M |
-$2.84M |
+$14.9M |
IAU, QQQM, AAPL, VTI, USMV
|
13F-HR |
7/2/2024, 11:22 AM |
Q1 2024 |
103 |
$270M |
+$14M |
-$8.68M |
+$5.29M |
IAU, QQQM, USMV, VTI, DGRO
|
13F-HR |
4/2/2024, 09:25 AM |
Q4 2023 |
98 |
$246M |
+$25.5M |
-$30.2M |
-$4.71M |
IAU, QQQM, AAPL, USMV, VTI
|
13F-HR |
1/4/2024, 09:23 AM |
Q3 2023 |
97 |
$229M |
+$6.7M |
-$4.53M |
+$2.17M |
IAU, QQQM, USMV, AAPL, VTI
|
13F-HR |
10/20/2023, 02:36 PM |
Q2 2023 |
100 |
$233M |
+$8.03M |
-$2.65M |
+$5.38M |
IAU, AAPL, QQQM, USMV, VTI
|
13F-HR |
7/5/2023, 03:30 PM |
Q1 2023 |
103 |
$217M |
+$3.32M |
-$2.94M |
+$376K |
IAU, USMV, AAPL, QQQM, VTI
|
13F-HR |
4/4/2023, 02:17 PM |
Q4 2022 |
101 |
$206M |
+$44.5M |
-$40.7M |
+$3.82M |
IAU, USMV, DGRO, VTI, AAPL
|
13F-HR |
1/5/2023, 09:55 AM |
Q3 2022 |
94 |
$190M |
+$9.42M |
-$3.05M |
+$6.37M |
IAU, QQQ, VTI, USMV, AAPL
|
13F-HR |
10/5/2022, 01:53 PM |
Q2 2022 |
96 |
$198M |
+$7M |
-$3.05M |
+$3.95M |
IAU, VTI, QQQ, USMV, AAPL
|
13F-HR |
7/5/2022, 12:25 PM |
Q1 2022 |
98 |
$228M |
+$19.5M |
-$11.6M |
+$7.86M |
QQQ, IAU, VTI, AAPL, USMV
|
13F-HR |
4/5/2022, 11:35 AM |
Q4 2021 |
96 |
$235M |
+$4.46M |
-$13.6M |
-$9.17M |
VTI, QQQ, IAU, AAPL, SCHG
|
13F-HR |
1/4/2022, 11:11 AM |
Q3 2021 |
98 |
$231M |
+$4.97M |
-$10.9M |
-$5.96M |
VTI, QQQ, IAU, AAPL, SCHG
|
13F-HR |
10/8/2021, 09:55 AM |
Q2 2021 |
252 |
$238M |
+$20.6M |
-$13.3M |
+$7.32M |
VTI, QQQ, IAU, AAPL, SCHG
|
13F-HR |
7/1/2021, 11:30 AM |
Q1 2021 |
94 |
$216M |
+$18.5M |
-$1.82M |
+$16.7M |
VTI, QQQ, IAU, SCHZ, SCHG
|
13F-HR |
4/5/2021, 10:11 AM |
Q4 2020 |
86 |
$193M |
+$15.2M |
-$10.1M |
+$5.16M |
VTI, IAU, QQQ, AAPL, SCHZ
|
13F-HR |
1/8/2021, 12:21 PM |
Q3 2020 |
79 |
$174M |
+$35.5M |
-$21.7M |
+$13.8M |
QQQ, VTI, IAU, SCHZ, AAPL
|
13F-HR |
10/1/2020, 02:49 PM |
Q2 2020 |
223 |
$153M |
+$49.2M |
-$22.9M |
+$26.3M |
QQQ, IAU, VTI, SCHZ, USMV
|
13F-HR |
7/1/2020, 12:08 PM |
Q1 2020 |
67 |
$108M |
+$12.3M |
-$13.3M |
-$1.05M |
QQQ, IAU, VTI, BSV, SCHB
|
13F-HR |
4/8/2020, 05:25 PM |
Q4 2019 |
72 |
$127M |
$0 |
$0 |
|
VTI, SCHB, USMV, IAU, SCHD
|
13F-HR |
1/14/2020, 01:43 PM |