Q2 2024 |
106 |
$254M |
+$13.9M |
-$2.56M |
+$11.3M |
SYK, VOO, IJR, AAPL, VXUS
|
13F-HR |
7/31/2024, 05:21 PM |
Q1 2024 |
106 |
$244M |
+$6.23M |
-$53.3M |
-$47.1M |
SYK, VOO, IJR, AAPL, VXUS
|
13F-HR |
5/1/2024, 05:03 PM |
Q4 2023 |
144 |
$266M |
+$9.7M |
-$16.4M |
-$6.65M |
SYK, VOO, IJR, AAPL, VXUS
|
13F-HR |
2/8/2024, 02:19 PM |
Q3 2023 |
173 |
$249M |
+$7.91M |
-$5.54M |
+$2.37M |
SYK, VOO, IJR, AAPL, VXUS
|
13F-HR |
11/14/2023, 11:55 AM |
Q2 2023 |
150 |
$264M |
+$6.94M |
-$8.97M |
-$2.02M |
SYK, VOO, IJR, AAPL, VXF
|
13F-HR |
8/14/2023, 05:06 PM |
Q1 2023 |
142 |
$251M |
+$37.3M |
-$11.3M |
+$26M |
SYK, VOO, VXF, IJR, AAPL
|
13F-HR |
5/9/2023, 12:30 PM |
Q4 2022 |
141 |
$155M |
+$10M |
-$20.8M |
-$10.8M |
SYK, VOO, AAPL, MSFT, MCD
|
13F-HR |
2/10/2023, 09:02 AM |
Q3 2022 |
135 |
$209M |
+$4.84M |
-$6.41M |
-$1.58M |
SYK, VXF, VOO, AAPL, VXUS
|
13F-HR |
11/9/2022, 03:41 PM |
Q2 2022 |
163 |
$219M |
+$12.8M |
-$12.5M |
+$323K |
SYK, VXF, VOO, AAPL, VXUS
|
13F-HR |
8/8/2022, 03:20 PM |
Q1 2022 |
153 |
$265M |
+$4.68M |
-$13.8M |
-$9.13M |
SYK, VXF, VOO, AAPL, VXUS
|
13F-HR |
5/3/2022, 12:54 PM |
Q4 2021 |
151 |
$284M |
+$20.6M |
-$2M |
+$18.6M |
SYK, VXF, VOO, AAPL, VXUS
|
13F-HR |
2/15/2022, 09:01 AM |
Q2 2021 |
145 |
$251M |
+$6.54M |
-$2.36M |
+$4.18M |
SYK, VXF, VOO, VXUS, AAPL
|
13F-HR |
8/6/2021, 01:57 PM |
Q1 2021 |
141 |
$232M |
+$58.8M |
-$3.54M |
+$55.3M |
SYK, VXF, VOO, VXUS, AAPL
|
13F-HR |
5/13/2021, 11:14 AM |
Q4 2020 |
136 |
$172M |
+$7.86M |
-$4.89M |
+$2.98M |
SYK, AAPL, MSFT, PEP, MCD
|
13F-HR |
2/12/2021, 03:55 PM |
Q3 2020 |
124 |
$150M |
+$9.22M |
-$6.1M |
+$3.12M |
SYK, AAPL, MSFT, PEP, MCD
|
13F-HR |
11/10/2020, 09:28 AM |
Q2 2020 |
119 |
$139M |
+$17.1M |
-$3.73M |
+$13.4M |
SYK, AAPL, MSFT, PEP, MCD
|
13F-HR |
8/11/2020, 05:28 PM |
Q1 2020 |
124 |
$51.7M |
$0 |
$0 |
|
AAPL, MSFT, PEP, MCD, VTI
|
13F-HR |
4/2/2020, 07:53 AM |
Q4 2019 |
124 |
$137M |
$0 |
$0 |
|
SYK, AAPL, MSFT, PEP, CVX
|
13F-HR |
2/13/2020, 09:21 PM |