Q3 2024 |
180 |
$632M |
+$47.1M |
-$5.94M |
+$41.1M |
AAPL, FNDX, SCHX, SCHF, NVDA
|
13F-HR |
10/24/2024, 01:49 PM |
Q2 2024 |
163 |
$555M |
+$38.3M |
-$10.6M |
+$27.7M |
AAPL, FNDX, SCHX, SCHF, NVDA
|
13F-HR |
7/19/2024, 12:10 PM |
Q1 2024 |
158 |
$542M |
+$13.9M |
-$426M |
-$412M |
FNDX, AAPL, SCHX, SCHF, NVDA
|
13F-HR |
5/14/2024, 09:09 AM |
Q4 2023 |
154 |
$895M |
+$418M |
-$20.1M |
+$398M |
AAPL, FNDX, SCHX, SCHF, TMO
|
13F-HR |
2/14/2024, 01:48 PM |
Q3 2023 |
154 |
$460M |
+$15.9M |
-$9.78M |
+$6.07M |
AAPL, FNDX, SCHF, SCHX, TMO
|
13F-HR |
11/6/2023, 10:41 AM |
Q2 2023 |
147 |
$469M |
+$12.6M |
-$27.8M |
-$15.3M |
AAPL, FNDX, SCHF, SCHX, TMO
|
13F-HR |
8/7/2023, 12:21 PM |
Q1 2023 |
161 |
$463M |
+$35.5M |
-$26.3M |
+$9.15M |
AAPL, SCHF, SCHX, FNDX, TMO
|
13F-HR |
5/12/2023, 05:43 PM |
Q4 2022 |
145 |
$434M |
+$21.1M |
-$17.8M |
+$3.34M |
AAPL, SCHX, SCHF, FNDX, TMO
|
13F-HR |
2/10/2023, 04:01 PM |
Q3 2022 |
139 |
$392M |
+$28.4M |
-$28.9M |
-$589K |
AAPL, SCHX, FNDX, TMO, SCHF
|
13F-HR |
11/8/2022, 10:36 AM |
Q2 2022 |
164 |
$431M |
+$52.4M |
-$16.9M |
+$35.5M |
AAPL, SCHX, FNDX, TMO, SCHF
|
13F-HR |
8/9/2022, 03:41 PM |
Q1 2022 |
156 |
$463M |
+$40M |
-$21.3M |
+$18.7M |
AAPL, SCHX, TMO, SCHF, VBR
|
13F-HR |
5/9/2022, 09:31 AM |
Q4 2021 |
167 |
$481M |
+$15.6M |
-$13.3M |
+$2.32M |
AAPL, SCHX, TMO, SCHF, VBR
|
13F-HR |
1/27/2022, 09:27 AM |
Q3 2021 |
172 |
$439M |
+$31.3M |
-$2.61M |
+$28.7M |
SCHX, AAPL, SCHF, TMO, VBR
|
13F-HR |
11/1/2021, 04:52 PM |
Q2 2021 |
149 |
$414M |
+$22.2M |
-$4.33M |
+$17.9M |
SCHX, AAPL, SCHF, VBR, TMO
|
13F-HR |
8/2/2021, 10:58 AM |
Q1 2021 |
142 |
$371M |
+$23.1M |
-$16.6M |
+$6.47M |
SCHX, AAPL, SCHF, VBR, RSP
|
13F-HR |
5/13/2021, 12:31 PM |
Q4 2020 |
152 |
$348M |
$0 |
$0 |
|
AAPL, SCHX, SCHF, TMO, VBR
|
13F-HR |
2/5/2021, 10:29 AM |