| Q3 2024 |
107 |
$281M |
+$61.9M |
-$12.3M |
+$49.5M |
IEFA, PFF, VYM, AAPL, VCSH
|
13F-HR |
10/10/2024, 04:24 PM |
| Q2 2024 |
81 |
$218M |
+$18.5M |
-$15M |
+$3.47M |
PFF, VYM, VCSH, IEFA, AAPL
|
13F-HR |
8/7/2024, 02:56 PM |
| Q1 2024 |
82 |
$210M |
+$46.3M |
-$11.7M |
+$34.6M |
VYM, PFF, VCSH, IEFA, AAPL
|
13F-HR |
4/16/2024, 04:08 PM |
| Q4 2023 |
74 |
$168M |
+$10M |
-$4.9M |
+$5.1M |
AAPL, VYM, IEFA, VEA, PFF
|
13F-HR |
2/6/2024, 11:57 AM |
| Q3 2023 |
65 |
$149M |
+$11.4M |
-$6.61M |
+$4.8M |
AAPL, VYM, IEFA, PFF, VEA
|
13F-HR |
10/31/2023, 09:36 AM |
| Q2 2023 |
64 |
$152M |
+$18.2M |
-$4.65M |
+$13.6M |
AAPL, VYM, IEFA, VEA, PFF
|
13F-HR |
7/31/2023, 10:14 AM |
| Q1 2023 |
63 |
$129M |
+$9.11M |
-$8.68M |
+$430K |
AAPL, VYM, IEFA, SCHX, BRKB
|
13F-HR |
5/11/2023, 04:28 PM |
| Q4 2022 |
60 |
$118M |
+$16.1M |
-$8.21M |
+$7.9M |
AAPL, VYM, IEFA, SCHX, BRKB
|
13F-HR |
2/1/2023, 05:48 PM |
| Q3 2022 |
58 |
$104M |
+$7.03M |
-$2.32M |
+$4.71M |
AAPL, VYM, IEFA, BRKB, VTI
|
13F-HR |
10/25/2022, 12:52 PM |
| Q2 2022 |
62 |
$107M |
+$5.88M |
-$3.77M |
+$2.11M |
AAPL, IEFA, VYM, BRKB, VTI
|
13F-HR |
7/27/2022, 01:04 PM |
| Q1 2022 |
65 |
$128M |
+$2.28M |
-$9.69M |
-$7.41M |
AAPL, IEFA, VYM, BRKB, VTI
|
13F-HR |
5/2/2022, 01:39 PM |
| Q4 2021 |
87 |
$138M |
+$10.1M |
-$2.49M |
+$7.58M |
AAPL, IEFA, VYM, BRKB, VTI
|
13F-HR |
1/24/2022, 03:22 PM |
| Q3 2021 |
64 |
$118M |
+$2.52M |
-$5.09M |
-$2.57M |
AAPL, IEFA, VYM, BRKB, VTI
|
13F-HR |
10/26/2021, 01:32 PM |
| Q2 2021 |
69 |
$121M |
+$9.11M |
-$1.59M |
+$7.52M |
AAPL, IEFA, VYM, BRKB, VTI
|
13F-HR |
7/26/2021, 04:37 PM |
| Q1 2021 |
68 |
$107M |
+$8.25M |
-$2.25M |
+$6M |
AAPL, IEFA, VYM, DIS, BRKB
|
13F-HR |
5/4/2021, 02:16 PM |
| Q4 2020 |
67 |
$99.2M |
$0 |
$0 |
|
AAPL, IEFA, DIS, BRKB, VTI
|
13F-HR |
2/10/2021, 04:52 PM |