Q3 2024 |
252 |
$435M |
+$39M |
-$3.73M |
+$35.3M |
VOO, VTI, GOOGL, VEU, AAPL
|
13F-HR |
10/29/2024, 01:20 PM |
Q2 2024 |
221 |
$388M |
+$24.5M |
-$6.18M |
+$18.3M |
VOO, GOOGL, VTI, VEU, GOOG
|
13F-HR |
7/25/2024, 05:09 PM |
Q1 2024 |
209 |
$366M |
+$11.7M |
-$8.46M |
+$3.29M |
VOO, VTI, GOOGL, VEU, GOOG
|
13F-HR |
4/17/2024, 06:39 PM |
Q4 2023 |
196 |
$332M |
+$30M |
-$33M |
-$3.08M |
VOO, VEU, VTI, GOOGL, GOOG
|
13F-HR |
1/25/2024, 09:10 PM |
Q3 2023 |
184 |
$300M |
+$47.3M |
-$33.5M |
+$13.8M |
VOO, SPYG, GOOGL, VTI, VEU
|
13F-HR |
10/31/2023, 11:07 AM |
Q2 2023 |
164 |
$299M |
+$22.1M |
-$23.7M |
-$1.64M |
VOO, VEU, VTI, GOOGL, VONV
|
13F-HR |
7/20/2023, 10:25 AM |
Q1 2023 |
163 |
$280M |
+$59.6M |
-$45.2M |
+$14.4M |
VOO, VEU, VTI, VONV, GOOGL
|
13F-HR |
4/17/2023, 09:40 PM |
Q4 2022 |
145 |
$242M |
+$10.2M |
-$9.57M |
+$648K |
VOO, VTI, VEU, VXUS, GOOGL
|
13F-HR |
1/27/2023, 06:05 PM |
Q3 2022 |
142 |
$228M |
+$31.2M |
-$9.96M |
+$21.3M |
VTI, VOO, VEU, VXUS, GOOGL
|
13F-HR |
10/31/2022, 06:19 PM |
Q2 2022 |
145 |
$244M |
+$14.9M |
-$19.6M |
-$4.73M |
VOO, VTI, VEU, VXUS, GOOGL
|
13F-HR |
7/29/2022, 08:51 PM |
Q1 2022 |
161 |
$306M |
+$11.2M |
-$33.5M |
-$22.3M |
VTI, VOO, VEU, VXUS, GOOGL
|
13F-HR |
4/25/2022, 05:55 PM |
Q4 2021 |
153 |
$353M |
+$9.15M |
-$6.52M |
+$2.63M |
VTI, VOO, VEU, VXUS, BNDX
|
13F-HR |
1/25/2022, 06:30 PM |
Q3 2021 |
151 |
$344M |
+$13M |
-$6.81M |
+$6.22M |
VTI, VOO, VEU, BNDX, VXUS
|
13F-HR |
10/14/2021, 05:19 PM |
Q2 2021 |
150 |
$351M |
+$15.5M |
-$9.47M |
+$6.08M |
VTI, VOO, VEU, BYND, BNDX
|
13F-HR |
7/26/2021, 07:00 PM |
Q1 2021 |
146 |
$319M |
+$20.2M |
-$29.8M |
-$9.61M |
VTI, VOO, BYND, VEU, BNDX
|
13F-HR |
4/19/2021, 09:35 AM |
Q4 2020 |
154 |
$311M |
+$12.7M |
-$61.7M |
-$49.1M |
VTI, VOO, BYND, VEU, BNDX
|
13F-HR |
1/27/2021, 05:22 PM |
Q3 2020 |
192 |
$327M |
+$60.8M |
-$5.87M |
+$54.9M |
BYND, VTI, VOO, BNDX, VEU
|
13F-HR |
10/23/2020, 04:58 PM |
Q2 2020 |
132 |
$247M |
+$50.2M |
-$54.6M |
-$4.36M |
VTI, BYND, VOO, BNDX, VEU
|
13F-HR |
7/30/2020, 09:38 PM |
Q1 2020 |
128 |
$201M |
+$33.9M |
-$52.5M |
-$18.6M |
VXUS, VTI, BYND, BNDX, VOO
|
13F-HR |
4/14/2020, 01:13 PM |
Q4 2019 |
148 |
$259M |
$0 |
$0 |
|
BYND, VTI, VXUS, BNDX, SPY
|
13F-HR |
2/14/2020, 04:02 PM |