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 |
+$15.3M |
-$21.2M |
-$5.88M |
AAPL, VEA, IVV, MSFT, TSLA
|
13F-HR |
5/8/2024, 02:05 PM |
Q4 2023 |
838 |
$148M |
+$30.2M |
-$103M |
-$73M |
AAPL, VEA, TSLA, IVV, BILS
|
13F-HR |
2/8/2024, 11:28 AM |
Q3 2023 |
858 |
$215M |
+$50.6M |
-$4.86M |
+$45.7M |
VEA, IVV, VWO, VTIP, AAPL
|
13F-HR |
11/13/2023, 03:24 PM |
Q2 2023 |
839 |
$175M |
+$7.76M |
-$22.8M |
-$15M |
IVV, VEA, VWO, VTIP, MSFT
|
13F-HR |
8/10/2023, 10:17 AM |
Q1 2023 |
922 |
$182M |
+$19.5M |
-$23.5M |
-$3.94M |
VEA, IVV, VWO, ICSH, VTIP
|
Restatement |
4/26/2023, 03:24 PM |
Q4 2022 |
934 |
$177M |
+$34.6M |
-$27.5M |
+$7.05M |
IVV, VEA, VWO, VTIP, GBDC
|
13F-HR |
1/26/2023, 02:06 PM |
Q3 2022 |
893 |
$161M |
+$25.5M |
-$17.8M |
+$7.75M |
IVV, VEA, ICSH, VWO, SCZ
|
13F-HR |
11/22/2022, 05:45 PM |
Q2 2022 |
972 |
$162M |
+$67.5M |
-$9.1M |
+$58.4M |
IVV, VEA, ICSH, FLOT, VWO
|
13F-HR |
8/19/2022, 12:42 PM |
Q1 2022 |
286 |
$122M |
+$12.2M |
-$35.8M |
-$23.5M |
IVV, VEA, ICSH, VWO, FLOT
|
13F-HR |
5/11/2022, 12:09 PM |
Q4 2021 |
973 |
$151M |
+$8.64M |
-$31M |
-$22.3M |
IVV, VEA, ICSH, VWO, MSFT
|
13F-HR |
1/21/2022, 04:54 PM |
Q3 2021 |
828 |
$112M |
$0 |
$0 |
|
IVV, UBER, EFAV, NET, VCSH
|
13F-HR |
11/12/2021, 12:10 PM |
Q2 2021 |
636 |
$65.6M |
$0 |
$0 |
|
UBER, EFAV, MSFT, IGMS, BND
|
13F-HR |
7/30/2021, 03:50 PM |