Q2 2024 |
666 |
$1.32B |
+$682M |
-$4.08M |
+$678M |
IVV, SPY, MSFT, AAPL, NVDA
|
13F-HR |
7/23/2024, 07:57 AM |
Q1 2024 |
245 |
$642M |
+$317M |
-$3.17M |
+$314M |
SPY, IVV, IJH, IEFA, MSFT
|
13F-HR |
4/15/2024, 05:37 PM |
Q4 2023 |
169 |
$308M |
+$37.3M |
-$4.89M |
+$32.4M |
IVV, MSFT, SPY, AAPL, IJH
|
13F-HR |
1/8/2024, 12:10 PM |
Q3 2023 |
156 |
$248M |
+$101M |
-$3.31M |
+$98.1M |
IVV, SPY, AAPL, MSFT, IJH
|
13F-HR |
10/17/2023, 12:35 PM |
Q2 2023 |
137 |
$155M |
+$95.2M |
-$1.28M |
+$93.9M |
SPY, MSFT, AAPL, IVV, IJR
|
13F-HR |
7/25/2023, 09:31 AM |
Q1 2023 |
78 |
$52.9M |
$0 |
$0 |
|
MSFT, AAPL, IEFA, AMZN, IJH
|
13F-HR |
4/26/2023, 09:02 PM |