| Q2 2024 |
109 |
$259M |
+$11.5M |
-$12.3M |
-$775K |
VGSH, VGIT, BIL, GRID, AAPL
|
13F-HR |
8/12/2024, 10:12 AM |
| Q1 2024 |
100 |
$258M |
+$63.2M |
-$31.6M |
+$31.6M |
VGSH, VGIT, BIL, GRID, AAPL
|
13F-HR |
5/8/2024, 09:59 AM |
| Q4 2023 |
89 |
$224M |
+$12.7M |
-$7.55M |
+$5.11M |
VGSH, VGIT, AAPL, MSFT, IVV
|
13F-HR |
2/5/2024, 12:20 PM |
| Q3 2023 |
83 |
$211M |
+$10.1M |
-$8.23M |
+$1.83M |
VGSH, VGIT, AAPL, MSFT, IVV
|
13F-HR |
11/2/2023, 02:49 PM |
| Q2 2023 |
82 |
$214M |
+$11.4M |
-$7.57M |
+$3.83M |
VGSH, VGIT, AAPL, MSFT, IVV
|
13F-HR |
8/8/2023, 02:48 PM |
| Q1 2023 |
85 |
$210M |
+$15M |
-$9.93M |
+$5.04M |
VGSH, VGIT, AAPL, IVV, MSFT
|
13F-HR |
5/12/2023, 03:21 PM |
| Q4 2022 |
80 |
$200M |
+$106M |
-$5.88M |
+$100M |
VGSH, VGIT, AAPL, IVV, JNJ
|
13F-HR |
2/13/2023, 02:18 PM |
| Q3 2022 |
71 |
$97M |
+$7.95M |
-$10.4M |
-$2.45M |
VGIT, AAPL, IVV, MSFT, JNJ
|
13F-HR |
10/27/2022, 09:17 AM |
| Q2 2022 |
73 |
$107M |
+$5.01M |
-$13.1M |
-$8.1M |
VGIT, IVV, AAPL, MSFT, JNJ
|
13F-HR |
8/3/2022, 10:58 AM |
| Q1 2022 |
97 |
$124M |
+$12.1M |
-$16.3M |
-$4.17M |
VGIT, IVV, AAPL, MSFT, JNJ
|
13F-HR |
5/12/2022, 04:50 PM |
| Q4 2021 |
95 |
$135M |
+$16.4M |
-$10.9M |
+$5.51M |
VGIT, IVV, AAPL, MSFT, IRT
|
13F-HR |
2/1/2022, 11:02 AM |
| Q3 2021 |
76 |
$124M |
+$8.29M |
-$7.74M |
+$551K |
VGIT, IVV, AAPL, IEFA, MSFT
|
13F-HR |
11/9/2021, 09:37 AM |
| Q2 2021 |
77 |
$123M |
+$15.6M |
-$54.7M |
-$39M |
VGIT, IVV, AAPL, IEFA, VCSH
|
13F-HR |
7/30/2021, 03:54 PM |
| Q1 2021 |
65 |
$155M |
$0 |
$0 |
|
VGIT, IVV, IEFA, VCSH, VUG
|
13F-HR |
5/14/2021, 04:43 PM |