Q3 2024 |
588 |
$786M |
+$222M |
-$31.9M |
+$190M |
MSFT, VCIT, AAPL, NVDA, AMZN
|
13F-HR |
11/13/2024, 05:17 PM |
Q2 2024 |
423 |
$570M |
+$90.9M |
-$20.7M |
+$70.2M |
VCIT, BNDX, VGIT, NVDA, VGSH
|
13F-HR |
8/1/2024, 06:10 PM |
Q1 2024 |
378 |
$508M |
+$52.4M |
-$38.6M |
+$13.8M |
VCIT, VGIT, BNDX, NVDA, VGSH
|
13F-HR |
5/15/2024, 01:31 PM |
Q4 2023 |
349 |
$465M |
+$60.7M |
-$33.3M |
+$27.4M |
VCIT, VGIT, BNDX, VGSH, SCHC
|
13F-HR |
2/7/2024, 05:32 PM |
Q3 2023 |
331 |
$407M |
+$34.5M |
-$30.7M |
+$3.78M |
VCIT, VGIT, SCHC, VGSH, BNDX
|
13F-HR |
10/31/2023, 11:14 AM |
Q2 2023 |
339 |
$413M |
+$43.2M |
-$22.6M |
+$20.6M |
VCIT, VGIT, SCHC, VGSH, MBB
|
13F-HR |
8/8/2023, 05:09 PM |
Q1 2023 |
330 |
$379M |
+$62.6M |
-$17.2M |
+$45.4M |
VCIT, VGIT, SCHC, VGSH, VWO
|
13F-HR |
5/10/2023, 04:07 PM |
Q4 2022 |
327 |
$320M |
+$51.2M |
-$15.5M |
+$35.8M |
SCHC, VCIT, VGIT, VWO, VGSH
|
13F-HR |
2/9/2023, 08:36 PM |
Q3 2022 |
297 |
$265M |
+$59.3M |
-$32.1M |
+$27.2M |
SCHC, VCIT, VGSH, VGIT, VWO
|
13F-HR |
11/14/2022, 02:48 PM |
Q2 2022 |
291 |
$258M |
+$96.9M |
-$76.8M |
+$20.2M |
SCHC, VGIT, VCIT, VWO, BCI
|
13F-HR |
8/15/2022, 10:36 AM |
Q1 2022 |
251 |
$266M |
+$123M |
-$197M |
-$73.6M |
IEFA, SCHC, VCIT, VWO, IEF
|
13F-HR |
6/8/2022, 09:32 AM |
Q4 2021 |
136 |
$369M |
$0 |
$0 |
|
IEFA, IEF, SHV, IWM, LQD
|
13F-HR |
6/7/2022, 09:04 AM |