Q3 2024 |
67 |
$181M |
+$2.06M |
-$1.17M |
+$886K |
VXUS, AAPL, VWO, AYI, GDX
|
13F-HR |
10/17/2024, 12:13 PM |
Q2 2024 |
65 |
$163M |
+$4.98M |
-$9.62M |
-$4.64M |
VXUS, AAPL, VWO, QCOM, AYI
|
13F-HR |
8/6/2024, 12:24 PM |
Q1 2024 |
65 |
$174M |
+$12.6M |
-$10.9M |
+$1.67M |
VXUS, AAPL, VWO, EWZ, AYI
|
13F-HR |
4/15/2024, 02:20 PM |
Q4 2023 |
64 |
$160M |
+$7.33M |
-$11.8M |
-$4.5M |
VXUS, VWO, AAPL, EXPD, META
|
13F-HR |
2/14/2024, 09:51 AM |
Q3 2023 |
60 |
$151M |
+$5.58M |
-$4.58M |
+$996K |
VWO, VXUS, AAPL, IJR, COP
|
13F-HR |
11/6/2023, 01:17 PM |
Q2 2023 |
65 |
$154M |
+$7.5M |
-$3.89M |
+$3.61M |
VWO, VXUS, AAPL, IJR, EXPD
|
13F-HR |
8/1/2023, 02:36 PM |
Q1 2023 |
64 |
$144M |
+$16.4M |
-$13.1M |
+$3.29M |
VWO, VXUS, AAPL, IJR, EXPD
|
13F-HR |
4/24/2023, 02:13 PM |
Q4 2022 |
72 |
$133M |
+$5.91M |
-$3.8M |
+$2.11M |
VXUS, VWO, AAPL, IJR, COP
|
13F-HR |
1/11/2023, 04:57 PM |
Q3 2022 |
70 |
$120M |
+$7.3M |
-$8.27M |
-$976K |
VXUS, AAPL, VWO, IJR, COP
|
13F-HR |
10/12/2022, 08:41 PM |
Q2 2022 |
76 |
$119M |
+$19.4M |
-$13.6M |
+$5.78M |
VWO, AAPL, IJR, XLP, COP
|
13F-HR |
7/28/2022, 12:17 PM |
Q1 2022 |
72 |
$124M |
+$13.3M |
-$15.3M |
-$1.99M |
IJR, VWO, VXUS, COST, COP
|
13F-HR |
4/26/2022, 11:35 AM |
Q4 2021 |
69 |
$145M |
+$3.89M |
-$4.58M |
-$691K |
IJR, VWO, VXUS, AAPL, COST
|
13F-HR |
2/8/2022, 01:16 PM |
Q3 2021 |
71 |
$135M |
+$4.87M |
-$3.59M |
+$1.28M |
IJR, VWO, VXUS, AAPL, COST
|
13F-HR |
11/9/2021, 01:41 PM |
Q2 2021 |
72 |
$136M |
+$18.3M |
-$6.88M |
+$11.4M |
IJR, VWO, VXUS, AAPL, COST
|
13F-HR |
8/12/2021, 04:28 PM |
Q1 2021 |
70 |
$120M |
+$9.28M |
-$7.49M |
+$1.79M |
IJR, VWO, VXUS, AYI, COST
|
13F-HR |
5/4/2021, 02:50 PM |
Q4 2020 |
70 |
$106M |
+$5.33M |
-$7.36M |
-$2.02M |
IJR, VXUS, VWO, COST, BKNG
|
13F-HR |
2/2/2021, 12:59 PM |
Q3 2020 |
68 |
$94.4M |
+$18M |
-$6.78M |
+$11.2M |
IJR, VWO, VXUS, COST, NVO
|
13F-HR |
11/2/2020, 03:31 PM |
Q2 2020 |
71 |
$79.7M |
+$10.8M |
-$4.78M |
+$5.97M |
BIL, SHV, NVO, KR, COST
|
13F-HR |
7/21/2020, 10:02 AM |
Q1 2020 |
66 |
$67.2M |
+$6.84M |
-$21M |
-$14.1M |
BIL, SHV, NVO, COST, KR
|
13F-HR |
4/24/2020, 11:46 AM |
Q4 2019 |
88 |
$101M |
$0 |
$0 |
|
USB, BIL, COST, MRK, NVO
|
13F-HR |
1/30/2020, 01:25 PM |