| Q2 2024 |
406 |
$112M |
$0 |
$0 |
|
AAPL, VTI, LECO, SPLV, BRKB
|
13F-HR |
8/14/2024, 10:12 AM |
| Q3 2023 |
403 |
$96.7M |
+$7.51M |
-$5.19M |
+$2.32M |
AAPL, VTI, LECO, SPLV, BRKB
|
13F-HR |
11/2/2023, 11:40 AM |
| Q2 2023 |
396 |
$102M |
+$24M |
-$24.3M |
-$346K |
AAPL, VTI, LECO, SPLV, BRKB
|
13F-HR |
8/10/2023, 04:11 PM |
| Q1 2023 |
72 |
$95.6M |
+$2.64M |
-$44.7M |
-$42.1M |
VTI, AAPL, LECO, SPLV, PRF
|
13F-HR |
4/17/2023, 04:36 PM |
| Q4 2022 |
472 |
$131M |
+$16.2M |
-$2.46M |
+$13.7M |
VTI, AAPL, LECO, SPLV, JPST
|
13F-HR |
1/31/2023, 01:58 PM |
| Q3 2022 |
87 |
$111M |
+$16.4M |
-$14.9M |
+$1.45M |
VTI, AAPL, JPST, LECO, SPLV
|
13F-HR |
10/18/2022, 03:49 PM |
| Q2 2022 |
377 |
$117M |
+$13.8M |
-$10M |
+$3.74M |
VTI, AAPL, JPST, SPLV, PRF
|
13F-HR |
7/28/2022, 04:11 PM |
| Q1 2022 |
91 |
$131M |
+$6.11M |
-$39.3M |
-$33.2M |
VTI, AAPL, JPST, SPLV, PRF
|
13F-HR |
4/25/2022, 04:58 PM |
| Q4 2021 |
169 |
$172M |
+$26.1M |
-$8.78M |
+$17.3M |
VTI, AAPL, JPST, SPLV, PRF
|
13F-HR |
2/7/2022, 10:12 AM |
| Q3 2021 |
144 |
$143M |
+$17.1M |
-$2.54M |
+$14.6M |
VTI, AAPL, JPST, SPLV, PRF
|
13F-HR |
10/25/2021, 01:39 PM |
| Q2 2021 |
88 |
$129M |
+$19.7M |
-$17.4M |
+$2.26M |
VTI, AAPL, JPST, SPLV, PRF
|
13F-HR |
8/11/2021, 03:09 PM |
| Q1 2021 |
93 |
$120M |
+$25.4M |
-$776K |
+$24.6M |
VTI, AAPL, JPST, SPLV, SCHB
|
13F-HR |
5/14/2021, 03:48 PM |
| Q4 2020 |
8 |
$3.72M |
$0 |
$0 |
|
GOOGL, ADBE, MA, BRKA, QQQ
|
13F-HR |
2/11/2021, 11:09 AM |
| Q3 2020 |
75 |
$106M |
+$11.6M |
-$156M |
-$144M |
VTI, AAPL, JPST, SPLV, BSJK
|
13F-HR |
11/6/2020, 12:37 PM |
| Q2 2020 |
82 |
$110M |
$0 |
$0 |
|
VTI, JPST, AAPL, SPLV, BSJK
|
New Holdings |
8/27/2020, 11:44 AM |
| Q2 2020 |
164 |
$256M |
$0 |
$0 |
|
PG, CHE, AAPL, META, MSFT
|
13F-HR |
8/18/2020, 11:16 AM |