| Q2 2024 |
52 |
$416M |
+$73.7M |
-$3.32M |
+$70.4M |
IVV, VTIP, AVUV, DIHP, DUHP
|
13F-HR |
8/2/2024, 05:45 PM |
| Q1 2024 |
50 |
$342M |
+$4.62M |
-$4.83M |
-$216K |
IVV, AVUV, VTIP, DIHP, BRKB
|
13F-HR |
4/23/2024, 02:45 PM |
| Q4 2023 |
48 |
$321M |
+$4.47M |
-$4.19M |
+$279K |
IVV, AVUV, VTIP, DIHP, BRKB
|
13F-HR |
1/23/2024, 05:33 PM |
| Q3 2023 |
41 |
$295M |
+$6.65M |
-$1.92M |
+$4.73M |
IVV, AVUV, VTIP, DIHP, BRKB
|
13F-HR |
10/23/2023, 02:55 PM |
| Q2 2023 |
44 |
$296M |
+$20.1M |
-$7.62M |
+$12.5M |
IVV, AVUV, VTIP, DIHP, BRKB
|
13F-HR |
7/28/2023, 06:29 PM |
| Q1 2023 |
40 |
$269M |
+$15.5M |
-$1.2M |
+$14.3M |
IVV, VTIP, AVUV, DIHP, BRKB
|
13F-HR |
4/26/2023, 06:05 PM |
| Q4 2022 |
38 |
$241M |
+$56M |
-$2.3M |
+$53.6M |
IVV, AVUV, VTIP, BRKB, DIHP
|
13F-HR |
1/24/2023, 06:00 PM |
| Q3 2022 |
32 |
$174M |
+$18.1M |
-$3.89M |
+$14.3M |
IVV, AVUV, BRKB, DIHP, AAPL
|
13F-HR |
10/21/2022, 12:16 PM |
| Q2 2022 |
34 |
$171M |
+$52.1M |
-$3.7M |
+$48.4M |
IVV, AVUV, BRKB, AAPL, DIHP
|
13F-HR |
8/2/2022, 12:29 PM |
| Q1 2022 |
39 |
$150M |
+$5.92M |
-$2M |
+$3.92M |
IVV, BRKB, AAPL, VTI, MSFT
|
13F-HR |
5/3/2022, 01:05 PM |
| Q4 2021 |
32 |
$149M |
+$2.09M |
-$2.62M |
-$535K |
IVV, BRKB, AAPL, MSFT, GOOGL
|
13F-HR |
2/7/2022, 10:31 AM |
| Q3 2021 |
28 |
$134M |
+$3.19M |
-$1.11M |
+$2.08M |
IVV, BRKB, AAPL, MSFT, GOOGL
|
13F-HR |
11/8/2021, 01:33 PM |
| Q2 2021 |
30 |
$131M |
+$9.86M |
-$1.36M |
+$8.5M |
IVV, BRKB, AAPL, MSFT, AMZN
|
13F-HR |
8/5/2021, 04:22 PM |
| Q1 2021 |
27 |
$113M |
+$3.4M |
-$2.35M |
+$1.05M |
IVV, BRKB, AAPL, MSFT, ITOT
|
13F-HR |
5/5/2021, 03:24 PM |
| Q4 2020 |
25 |
$106M |
$0 |
$0 |
|
IVV, BRKB, AAPL, ICF, IAUXXXX
|
13F-HR |
2/12/2021, 06:56 PM |