Q2 2024 |
124 |
$369M |
+$27.3M |
-$48.8M |
-$21.5M |
SPY, IJH, IJJ, SPLG, AAPL
|
13F-HR |
7/26/2024, 09:53 AM |
Q1 2024 |
124 |
$386M |
+$149M |
-$44.2M |
+$104M |
SPY, IJH, IJJ, GLDM, SPLG
|
13F-HR |
4/23/2024, 03:57 PM |
Q4 2023 |
79 |
$286M |
+$2.37M |
-$251M |
-$249M |
SPY, IJH, IJJ, AAPL, LLY
|
13F-HR |
2/8/2024, 01:02 PM |
Q3 2023 |
116 |
$509M |
+$207M |
-$69.7M |
+$137M |
SPY, IJH, IJJ, TJX, UNH
|
13F-HR |
2/7/2024, 04:09 PM |
Q2 2023 |
92 |
$366M |
+$12.5M |
-$35.2M |
-$22.6M |
SPY, SPLG, IJH, IJJ, AAPL
|
13F-HR |
8/7/2023, 01:41 PM |
Q1 2023 |
128 |
$376M |
+$57.4M |
-$66M |
-$8.59M |
SPY, SPLG, IJH, IJJ, AAPL
|
13F-HR |
5/15/2023, 09:26 AM |
Q4 2022 |
129 |
$372M |
+$26.1M |
-$47.1M |
-$21M |
IJH, SPLG, SPY, CVX, PM
|
13F-HR |
2/10/2023, 12:47 PM |
Q3 2022 |
131 |
$362M |
+$61.6M |
-$84.2M |
-$22.5M |
IJH, SPLG, SPY, SHY, CVX
|
13F-HR |
11/16/2022, 10:55 AM |
Q2 2022 |
145 |
$406M |
+$55.1M |
-$74.7M |
-$19.5M |
SPY, IJH, SHY, SPLG, PM
|
13F-HR |
8/5/2022, 04:37 PM |
Q1 2022 |
147 |
$481M |
+$130M |
-$114M |
+$15.3M |
SPY, IJH, SHY, NEM, QQQ
|
13F-HR |
5/16/2022, 09:39 AM |
Q3 2021 |
180 |
$450M |
+$69.8M |
-$33.4M |
+$36.4M |
IJH, SPY, SHY, EEM, BSV
|
13F-HR |
11/3/2021, 10:09 AM |
Q2 2021 |
166 |
$421M |
+$94.6M |
-$89.3M |
+$5.33M |
IJH, SPY, EEM, QQQ, SHY
|
13F-HR |
7/21/2021, 10:46 AM |
Q1 2021 |
64 |
$133M |
$0 |
$0 |
|
AAPL, BAC, TGT, MSFT, EFA
|
New Holdings |
5/17/2021, 11:26 AM |
Q1 2021 |
64 |
$133M |
$0 |
$0 |
|
AAPL, BAC, TGT, MSFT, EFA
|
13F-HR |
5/13/2021, 04:21 PM |
Q4 2020 |
160 |
$368M |
+$53.8M |
-$96.9M |
-$43M |
IJH, SPY, QQQ, LLY, JPM
|
13F-HR |
1/28/2021, 03:59 PM |
Q3 2020 |
175 |
$363M |
+$46.5M |
-$47.3M |
-$823K |
SPY, IJH, QQQ, LLY, WMT
|
13F-HR |
12/29/2020, 09:47 AM |
Q2 2020 |
177 |
$348M |
+$43.1M |
-$29M |
+$14.1M |
IJH, SPY, QQQ, AAPL, USMV
|
13F-HR |
12/23/2020, 11:56 AM |
Q1 2020 |
152 |
$284M |
+$52.5M |
-$77.3M |
-$24.8M |
SPY, IJH, QQQ, AAPL, BSV
|
13F-HR |
12/18/2020, 11:36 AM |
Q4 2019 |
178 |
$367M |
$0 |
$0 |
|
SPY, IJH, IWM, QQQ, IGSB
|
13F-HR |
1/26/2021, 05:45 PM |