Q3 2024 |
1,354 |
$261M |
+$93M |
-$8.38M |
+$84.6M |
AAPL, VEA, TSLA, VWO, MSFT
|
13F-HR |
10/22/2024, 05:00 PM |
Q2 2024 |
989 |
$165M |
+$16.7M |
-$11M |
+$5.7M |
AAPL, VEA, IVV, MSFT, VWO
|
13F-HR |
7/26/2024, 02:35 PM |
Q1 2024 |
974 |
$159M |
+$16.1M |
-$21.8M |
-$5.61M |
AAPL, VEA, IVV, MSFT, TSLA
|
13F-HR |
5/8/2024, 02:05 PM |
Q4 2023 |
883 |
$158M |
+$30.2M |
-$105M |
-$74.8M |
AAPL, VEA, TSLA, IVV, MSFT
|
13F-HR |
2/8/2024, 11:28 AM |
Q3 2023 |
867 |
$216M |
+$50.6M |
-$4.86M |
+$45.8M |
VEA, IVV, VWO, VTIP, AAPL
|
13F-HR |
11/13/2023, 03:24 PM |
Q2 2023 |
839 |
$175M |
+$7.8M |
-$22.8M |
-$15M |
IVV, VEA, VWO, VTIP, MSFT
|
13F-HR |
8/10/2023, 10:17 AM |
Q1 2023 |
939 |
$182M |
+$19.5M |
-$23.5M |
-$3.98M |
VEA, IVV, VWO, ICSH, VTIP
|
Restatement |
4/26/2023, 03:24 PM |
Q4 2022 |
950 |
$178M |
+$34.7M |
-$27.6M |
+$7.16M |
IVV, VEA, VWO, VTIP, GBDC
|
13F-HR |
1/26/2023, 02:06 PM |
Q3 2022 |
900 |
$161M |
+$25.8M |
-$17.8M |
+$7.97M |
IVV, VEA, ICSH, VWO, SCZ
|
13F-HR |
11/22/2022, 05:45 PM |
Q2 2022 |
990 |
$163M |
+$68.8M |
-$9.1M |
+$59.7M |
IVV, VEA, ICSH, FLOT, VWO
|
13F-HR |
8/19/2022, 12:42 PM |
Q1 2022 |
289 |
$122M |
+$12.6M |
-$36.3M |
-$23.7M |
IVV, VEA, ICSH, VWO, FLOT
|
13F-HR |
5/11/2022, 12:09 PM |
Q4 2021 |
1,129 |
$153M |
+$16.4M |
-$42.2M |
-$25.8M |
IVV, VEA, ICSH, VWO, MSFT
|
13F-HR |
1/21/2022, 04:54 PM |
Q3 2021 |
1,254 |
$170M |
+$60.3M |
-$8.87M |
+$51.4M |
IVV, VEA, VWO, UBER, ICSH
|
13F-HR |
11/12/2021, 12:10 PM |
Q2 2021 |
1,212 |
$122M |
$0 |
$0 |
|
IVV, VEA, VWO, UBER, EFAV
|
13F-HR |
7/30/2021, 03:50 PM |