Q2 2024 |
277 |
$527M |
+$136M |
-$34.2M |
+$102M |
VOO, AAPL, NVDA, XLK, IVV
|
13F-HR |
7/24/2024, 04:55 PM |
Q1 2024 |
228 |
$425M |
+$66.9M |
-$36.2M |
+$30.7M |
VOO, AAPL, XLK, IVV, FV
|
13F-HR |
4/30/2024, 09:23 AM |
Q4 2023 |
226 |
$372M |
+$57.3M |
-$50.7M |
+$6.61M |
VOO, AAPL, XLK, IVV, FTXO
|
13F-HR |
1/22/2024, 11:51 AM |
Q3 2023 |
210 |
$334M |
+$65.1M |
-$46.6M |
+$18.5M |
AAPL, VOO, IVV, FV, XLK
|
13F-HR |
10/18/2023, 05:25 PM |
Q2 2023 |
185 |
$329M |
+$50.2M |
-$39.4M |
+$10.8M |
IVV, AAPL, FV, XLK, SRLN
|
13F-HR |
7/13/2023, 04:23 PM |
Q1 2023 |
186 |
$300M |
+$29M |
-$23.1M |
+$5.9M |
IVV, AAPL, FV, XLK, VTIP
|
13F-HR |
4/13/2023, 02:08 PM |
Q4 2022 |
195 |
$278M |
+$96.5M |
-$7.87M |
+$88.6M |
IVV, AAPL, FV, VTIP, XLK
|
13F-HR |
1/20/2023, 03:50 PM |
Q3 2022 |
155 |
$179M |
+$26.3M |
-$20.6M |
+$5.73M |
IVV, AAPL, FV, VTIP, VOO
|
13F-HR |
10/12/2022, 12:08 PM |
Q2 2022 |
166 |
$181M |
+$20.3M |
-$30.5M |
-$10.2M |
AAPL, IVV, FV, VOO, RDVY
|
13F-HR |
7/20/2022, 11:20 AM |
Q1 2022 |
203 |
$222M |
+$27.4M |
-$43.8M |
-$16.4M |
AAPL, IVV, FV, RDVY, VOO
|
13F-HR |
4/19/2022, 12:24 PM |
Q4 2021 |
205 |
$247M |
+$47.6M |
-$23.7M |
+$23.9M |
AAPL, IVV, VOO, FV, DIA
|
13F-HR |
1/24/2022, 03:13 PM |
Q3 2021 |
180 |
$203M |
+$22.3M |
-$15.7M |
+$6.57M |
AAPL, IVV, VOO, FV, DIA
|
13F-HR |
10/28/2021, 10:57 AM |
Q2 2021 |
182 |
$197M |
+$40.1M |
-$28.7M |
+$11.4M |
AAPL, IVV, VOO, FV, DIA
|
13F-HR |
7/16/2021, 01:02 PM |
Q1 2021 |
176 |
$175M |
+$30.2M |
-$30.4M |
-$157K |
AAPL, VOO, IVV, QCLN, FV
|
13F-HR |
4/14/2021, 02:01 PM |
Q4 2020 |
152 |
$170M |
+$19.8M |
-$12.9M |
+$6.94M |
AAPL, FTCS, VOO, IVV, FV
|
13F-HR |
2/5/2021, 06:52 PM |
Q3 2020 |
142 |
$146M |
+$38.4M |
-$28.9M |
+$9.46M |
AAPL, FTCS, VOO, IVV, FDN
|
13F-HR |
10/20/2020, 03:23 PM |
Q2 2020 |
151 |
$142M |
+$48M |
-$17M |
+$31M |
AAPL, IVV, FDN, FV, QTEC
|
13F-HR |
7/14/2020, 04:01 PM |
Q1 2020 |
112 |
$92.9M |
+$14.1M |
-$44.9M |
-$30.8M |
AAPL, IVV, XLK, FV, QTEC
|
13F-HR |
4/15/2020, 10:27 AM |
Q4 2019 |
158 |
$142M |
$0 |
$0 |
|
AAPL, XLK, IVV, VCIT, VMBS
|
13F-HR |
2/6/2020, 02:34 PM |