Q3 2024 |
151 |
$852M |
+$133M |
-$95.3M |
+$37.4M |
AVLV, AAPL, MGK, FBND, DFIV
|
13F-HR |
10/30/2024, 04:34 PM |
Q2 2024 |
135 |
$770M |
+$190M |
-$63.7M |
+$127M |
DFIV, AAPL, AVLV, BNDX, MGK
|
13F-HR |
7/16/2024, 01:54 PM |
Q1 2024 |
133 |
$631M |
+$100M |
-$64.3M |
+$35.9M |
AAPL, DFIV, AVLV, DFAE, MGK
|
13F-HR |
4/15/2024, 10:35 AM |
Q4 2023 |
132 |
$572M |
+$99.7M |
-$34M |
+$65.7M |
AAPL, VTV, DFAE, VUG, AVUV
|
13F-HR |
1/10/2024, 03:21 PM |
Q3 2023 |
110 |
$461M |
+$39.2M |
-$9M |
+$30.2M |
VTV, AAPL, VUG, DFAE, VOE
|
13F-HR |
10/5/2023, 04:31 PM |
Q2 2023 |
106 |
$449M |
+$31.6M |
-$2.91M |
+$28.7M |
AAPL, VTV, VUG, VOE, DFAE
|
13F-HR |
7/13/2023, 03:46 PM |
Q1 2023 |
98 |
$401M |
+$33.8M |
-$3.32M |
+$30.5M |
AAPL, VTV, VUG, VOE, DFAE
|
13F-HR |
5/15/2023, 01:21 PM |
Q4 2022 |
96 |
$349M |
+$82.4M |
-$53.1M |
+$29.2M |
VTV, AAPL, VUG, VOE, DFAE
|
13F-HR |
1/20/2023, 01:12 PM |
Q3 2022 |
88 |
$302M |
+$35M |
-$9.48M |
+$25.5M |
AAPL, VTV, VUG, VWO, VBR
|
13F-HR |
11/10/2022, 04:07 PM |
Q2 2022 |
80 |
$294M |
+$28.7M |
-$5.41M |
+$23.3M |
AAPL, VTV, VUG, VWO, VBR
|
13F-HR |
7/19/2022, 05:44 PM |
Q1 2022 |
76 |
$320M |
+$31.6M |
-$4.74M |
+$26.8M |
AAPL, VTV, VUG, VWO, VOE
|
13F-HR |
5/5/2022, 04:46 PM |
Q4 2021 |
78 |
$306M |
+$26M |
-$3.3M |
+$22.7M |
AAPL, VTV, VUG, VWO, VBR
|
13F-HR |
1/24/2022, 03:01 PM |
Q3 2021 |
72 |
$263M |
+$32M |
-$992K |
+$31M |
AAPL, VTV, VUG, VWO, VBR
|
13F-HR |
10/19/2021, 02:15 PM |
Q2 2021 |
60 |
$234M |
+$16.8M |
-$969K |
+$15.8M |
AAPL, VTV, VUG, VWO, VBR
|
13F-HR |
8/10/2021, 11:49 AM |
Q1 2021 |
56 |
$205M |
+$17.8M |
-$748K |
+$17.1M |
AAPL, VTV, VUG, VWO, VBR
|
13F-HR |
4/20/2021, 11:22 AM |
Q4 2020 |
51 |
$178M |
$0 |
$0 |
|
AAPL, VTV, VUG, VWO, VBR
|
13F-HR |
2/1/2021, 04:13 PM |