Q2 2024 |
279 |
$401M |
+$30.4M |
-$11.3M |
+$19.1M |
SPY, VUG, VEA, IVV, QQQ
|
13F-HR |
7/15/2024, 08:16 AM |
Q1 2024 |
286 |
$377M |
+$36.9M |
-$9.08M |
+$27.8M |
SPY, VEA, VUG, IVV, QQQ
|
13F-HR |
4/15/2024, 02:31 PM |
Q4 2023 |
245 |
$328M |
+$36.9M |
-$13.6M |
+$23.2M |
SPY, VEA, IVV, VUG, QQQ
|
13F-HR |
2/6/2024, 04:54 PM |
Q3 2023 |
226 |
$281M |
+$19.1M |
-$32.4M |
-$13.3M |
SPY, VEA, IVV, VUG, VTV
|
13F-HR |
11/3/2023, 10:08 AM |
Q2 2023 |
231 |
$307M |
+$34.1M |
-$8.77M |
+$25.3M |
SPY, VEA, IVV, VUG, AAPL
|
13F-HR |
7/31/2023, 01:28 PM |
Q1 2023 |
215 |
$269M |
+$18.9M |
-$17.2M |
+$1.68M |
SPY, IVV, VEA, AAPL, VUG
|
13F-HR |
5/4/2023, 05:11 PM |
Q4 2022 |
220 |
$254M |
+$25.9M |
-$33.1M |
-$7.28M |
SPY, IVV, AAPL, VEA, BSV
|
13F-HR |
2/13/2023, 05:55 PM |
Q3 2022 |
204 |
$247M |
+$17.2M |
-$7.93M |
+$9.29M |
SPY, VEA, IVV, BSV, VUG
|
13F-HR |
11/14/2022, 01:09 PM |
Q2 2022 |
210 |
$248M |
+$28.9M |
-$12.3M |
+$16.7M |
SPY, VEA, IVV, BSV, AAPL
|
13F-HR |
8/15/2022, 12:12 PM |
Q1 2022 |
216 |
$270M |
+$56.8M |
-$18.6M |
+$38.2M |
SPY, VEA, AAPL, IVV, VOO
|
13F-HR |
5/16/2022, 01:52 PM |
Q4 2021 |
206 |
$245M |
+$69M |
-$11.1M |
+$57.9M |
SPY, IVV, AAPL, VOO, UPS
|
13F-HR |
2/14/2022, 08:47 PM |
Q3 2021 |
168 |
$174M |
+$20.8M |
-$18.8M |
+$1.98M |
SPY, IVV, IGSB, VTIP, UPS
|
13F-HR |
11/12/2021, 05:16 PM |
Q2 2021 |
162 |
$164M |
+$5.04M |
-$1.74K |
+$5.04M |
SPY, IVV, UPS, IGSB, AAPL
|
13F-HR |
8/12/2021, 09:42 AM |
Q1 2021 |
167 |
$160M |
+$24M |
-$8.17M |
+$15.8M |
SPY, IVV, UPS, IGSB, AAPL
|
13F-HR |
5/17/2021, 04:11 PM |
Q4 2020 |
137 |
$139M |
$0 |
$0 |
|
SPY, IVV, IGSB, SCHG, AAPL
|
13F-HR |
2/12/2021, 05:31 PM |