Q3 2024 |
324 |
$189M |
+$5.66M |
-$2.39M |
+$3.26M |
NVDA, VTI, MSFT, IVV, SPY
|
13F-HR |
10/25/2024, 11:26 AM |
Q2 2024 |
318 |
$176M |
+$17.1M |
-$1.81M |
+$15.2M |
NVDA, MSFT, VTI, IVV, SPY
|
13F-HR |
7/10/2024, 10:57 AM |
Q1 2024 |
314 |
$166M |
+$6.24M |
-$1.95M |
+$4.29M |
NVDA, MSFT, VTI, SPY, IVV
|
13F-HR |
4/15/2024, 04:27 PM |
Q4 2023 |
315 |
$149M |
+$1.35M |
-$5.03M |
-$3.67M |
MSFT, VTI, SPY, NVDA, AAPL
|
13F-HR |
1/17/2024, 04:12 PM |
Q3 2023 |
313 |
$139M |
+$3.94M |
-$5.39M |
-$1.45M |
VTI, MSFT, SPY, AAPL, NVDA
|
13F-HR |
10/13/2023, 03:19 PM |
Q2 2023 |
314 |
$129M |
$0 |
$0 |
|
MSFT, VTI, IVV, AAPL, SPY
|
13F-HR |
7/20/2023, 09:35 AM |
Q1 2023 |
314 |
$138M |
+$3.28M |
-$5M |
-$1.72M |
MSFT, VTI, IVV, AAPL, SPY
|
13F-HR |
5/10/2023, 01:17 PM |
Q4 2022 |
313 |
$133M |
+$1.24M |
-$6.74M |
-$5.5M |
VTI, MSFT, IVV, SPY, VO
|
13F-HR |
1/10/2023, 02:06 PM |
Q3 2022 |
319 |
$126M |
+$2.28M |
-$3.64M |
-$1.36M |
VTI, MSFT, IVV, SPY, VO
|
13F-HR |
10/20/2022, 03:09 PM |
Q2 2022 |
326 |
$137M |
+$1.63M |
-$1.77M |
-$136K |
VTI, MSFT, IVV, SPY, VO
|
13F-HR |
7/7/2022, 10:27 AM |
Q1 2022 |
327 |
$160M |
+$6.14M |
-$1.9M |
+$4.24M |
VTI, MSFT, IVV, SPY, AAPL
|
13F-HR |
5/12/2022, 10:42 AM |
Q4 2021 |
323 |
$166M |
+$2.91M |
-$2.12M |
+$790K |
VTI, MSFT, IVV, SPY, VO
|
13F-HR |
1/4/2022, 03:50 PM |
Q3 2021 |
318 |
$152M |
+$10.2M |
-$1.38M |
+$8.81M |
VTI, MSFT, IVV, SPY, VB
|
13F-HR |
10/12/2021, 09:43 AM |
Q2 2021 |
319 |
$145M |
+$4.62M |
-$1.65M |
+$2.97M |
VTI, MSFT, SPY, IVV, VB
|
13F-HR |
7/7/2021, 10:00 AM |
Q1 2021 |
310 |
$134M |
+$8.94M |
-$1M |
+$7.93M |
VTI, MSFT, SPY, IVV, VB
|
13F-HR |
4/20/2021, 02:41 PM |
Q4 2020 |
298 |
$120M |
+$6.86M |
-$2.67M |
+$4.19M |
MSFT, VTI, SPY, IVV, VB
|
13F-HR |
2/2/2021, 02:13 PM |
Q3 2020 |
277 |
$105M |
+$6.63M |
-$1.29M |
+$5.34M |
MSFT, SPY, IVV, VTI, AAPL
|
13F-HR |
10/21/2020, 03:36 PM |
Q2 2020 |
278 |
$94.9M |
+$4.46M |
-$6.59M |
-$2.13M |
MSFT, SPY, IVV, VTI, VB
|
13F-HR |
7/27/2020, 10:11 AM |
Q1 2020 |
383 |
$82.4M |
+$4.89M |
-$7.39M |
-$2.5M |
MSFT, SPY, IVV, VTEB, VTI
|
13F-HR |
5/14/2020, 09:34 AM |
Q4 2019 |
453 |
$105M |
$0 |
$0 |
|
IVV, MSFT, VB, SPY, VO
|
13F-HR |
1/29/2020, 12:28 PM |