Q2 2024 |
260 |
$143M |
+$2.88M |
-$3.3M |
-$428K |
AAPL, ACIO, IVV, META, DRSK
|
13F-HR |
7/23/2024, 06:23 PM |
Q1 2024 |
257 |
$140M |
+$17.7M |
-$8.03M |
+$9.65M |
ACIO, AAPL, IVV, META, DRSK
|
13F-HR |
5/13/2024, 07:34 PM |
Q4 2023 |
247 |
$107M |
$0 |
$0 |
|
AAPL, IVV, ACIO, AGG, META
|
13F-HR |
2/5/2024, 03:14 PM |
Q3 2023 |
247 |
$110M |
+$7.11M |
-$1.78M |
+$5.32M |
AAPL, IVV, ACIO, AGG, META
|
13F-HR |
11/14/2023, 08:08 PM |
Q2 2023 |
247 |
$112M |
+$19.2M |
-$21.8M |
-$2.55M |
AAPL, IVV, ACIO, AGG, IVE
|
13F-HR |
8/9/2023, 04:40 PM |
Q1 2023 |
76 |
$91.2M |
$0 |
$0 |
|
AAPL, IVV, AMZN, ACIO, DRSK
|
13F-HR |
5/15/2023, 07:54 PM |
Q3 2022 |
76 |
$98.2M |
$0 |
$0 |
|
AAPL, IVV, AMZN, ACIO, DRSK
|
13F-HR |
11/18/2022, 11:24 AM |
Q3 2021 |
116 |
$200M |
+$7.06M |
-$62.3M |
-$55.3M |
IVV, AAPL, AGG, EFA, AMZN
|
13F-HR |
10/28/2021, 12:52 PM |
Q2 2021 |
129 |
$259M |
+$24.6M |
-$43.7M |
-$19.1M |
IVV, AGG, AAPL, EFA, IVE
|
13F-HR |
8/11/2021, 03:49 PM |
Q1 2021 |
132 |
$266M |
+$31.6M |
-$41.6M |
-$9.99M |
AGG, IVV, EFA, AAPL, LQD
|
13F-HR |
4/6/2021, 07:04 PM |
Q4 2020 |
134 |
$268M |
+$31.9M |
-$33.2M |
-$1.33M |
AGG, IVV, EFA, AAPL, LQD
|
13F-HR |
2/8/2021, 11:57 AM |
Q3 2020 |
142 |
$254M |
+$28.4M |
-$16.7M |
+$11.7M |
AGG, IVV, EFA, AAPL, LQD
|
13F-HR |
10/30/2020, 12:00 PM |
Q2 2020 |
137 |
$238M |
+$69.2M |
-$50M |
+$19.2M |
AGG, IVV, EFA, LQD, AAPL
|
13F-HR |
7/23/2020, 11:59 AM |
Q1 2020 |
114 |
$188M |
+$3.07M |
-$11.8M |
-$8.74M |
IVV, IEMG, EFA, AGG, IVE
|
13F-HR |
4/13/2020, 02:25 PM |
Q4 2019 |
126 |
$171M |
$0 |
$0 |
|
IVV, EFA, AGG, IVE, AAPL
|
13F-HR |
4/13/2020, 01:58 PM |