Q3 2024 |
34 |
$634M |
+$615M |
$0 |
+$615M |
SPY, IVV, AAPL, VOO, VV
|
13F-HR |
11/8/2024, 10:09 AM |
Q2 2024 |
14 |
$18.2M |
+$4.83M |
-$521M |
-$516M |
IVV, ESGV, AAPL, VOO, RSP
|
13F-HR |
8/12/2024, 11:57 AM |
Q1 2024 |
13 |
$513M |
+$302M |
-$19.9M |
+$282M |
SPY, IVV, VOO, VV, ESGV
|
13F-HR |
5/8/2024, 11:12 AM |
Q4 2023 |
32 |
$205M |
+$5.13M |
-$285M |
-$280M |
IVV, SPY, AAPL, VOO, VV
|
13F-HR |
2/7/2024, 03:40 PM |
Q3 2023 |
29 |
$464M |
+$12.3M |
-$29.5K |
+$12.3M |
SPY, IVV, SHDG, AAPL, VOO
|
13F-HR |
11/13/2023, 06:23 AM |
Q2 2023 |
33 |
$36.5M |
$0 |
$0 |
|
AAPL, VOO, SHDG, IWB, UNH
|
13F-HR |
8/14/2023, 04:20 PM |
Q1 2023 |
24 |
$435M |
+$113M |
$0 |
+$113M |
SPY, IVV, AAPL, VOO, SHDG
|
13F-HR |
5/15/2023, 04:43 PM |
Q4 2022 |
17 |
$89.1M |
$0 |
$0 |
|
IVV, VV, OEF, DIA, QQQ
|
13F-HR |
2/14/2023, 02:37 PM |
Q3 2022 |
11 |
$103M |
+$20.1M |
-$3.47M |
+$16.6M |
IVV, AAPL, ESGU, VV, SPY
|
13F-HR |
11/10/2022, 06:16 AM |
Q2 2022 |
11 |
$90.9M |
+$1.43M |
-$3.39M |
-$1.96M |
IVV, ESGV, AAPL, VV, SPY
|
13F-HR |
8/17/2022, 11:34 AM |
Q1 2022 |
12 |
$111M |
+$5.92K |
-$329M |
-$329M |
IVV, ESGV, VV, AAPL, ITOT
|
13F-HR |
5/16/2022, 05:09 PM |
Q4 2021 |
34 |
$462M |
+$163M |
-$98.8M |
+$63.9M |
SPY, IVV, AAPL, ESGV, QQQ
|
13F-HR |
2/11/2022, 08:19 AM |
Q3 2021 |
31 |
$368M |
+$322M |
-$54.8M |
+$267M |
SPY, IVV, IVV, AAPL, VV
|
13F-HR |
11/15/2021, 05:23 PM |
Q2 2021 |
8 |
$100M |
+$784 |
-$182M |
-$182M |
IVV, QUAL, DIA, GD, IWB
|
13F-HR |
11/12/2021, 06:29 AM |
Q1 2021 |
25 |
$274M |
+$126M |
-$875K |
+$125M |
SPY, IVV, AAPL, VV, QQQ
|
13F-HR |
5/17/2021, 04:42 PM |
Q4 2020 |
23 |
$142M |
+$10.7M |
-$257K |
+$10.4M |
SPY, AAPL, VV, QQQ, IVV
|
13F-HR |
1/29/2021, 12:13 PM |
Q3 2020 |
19 |
$118M |
+$37.1M |
-$103M |
-$65.6M |
SPY, AAPL, VV, QQQ, IVV
|
13F-HR |
11/16/2020, 09:21 AM |
Q2 2020 |
21 |
$148M |
+$23.1M |
$0 |
+$23.1M |
IVV, SPY, AAPL, VV, QQQ
|
13F-HR |
9/9/2020, 09:49 AM |
Q1 2020 |
5 |
$123M |
+$4.23M |
-$7.65M |
-$3.42M |
IVV, SPY, VV, IWB, VOO
|
13F-HR |
5/15/2020, 05:21 PM |
Q4 2019 |
11 |
$158M |
$0 |
$0 |
|
IVV, SPY, AAPL, NVDA, IVE
|
13F-HR |
2/14/2020, 05:17 PM |