| Q2 2024 |
897 |
$2.65B |
+$261M |
-$92.2M |
+$169M |
AAPL, QQQ, SCHD, IHDG, IVV
|
13F-HR |
7/29/2024, 11:51 AM |
| Q1 2024 |
872 |
$2.42B |
+$864M |
-$299M |
+$564M |
AAPL, QQQ, SCHD, IHDG, IVV
|
13F-HR |
5/14/2024, 01:34 PM |
| Q4 2023 |
674 |
$1.8B |
+$315M |
-$687M |
-$372M |
BIL, QQQ, SCHD, IVV, IJH
|
13F-HR |
2/14/2024, 01:56 PM |
| Q3 2023 |
804 |
$2B |
+$1.27B |
-$27.7M |
+$1.24B |
AAPL, SCHD, VTV, STPZ, QQQ
|
13F-HR |
11/13/2023, 03:47 PM |
| Q2 2023 |
551 |
$778M |
+$34.8M |
-$1.31B |
-$1.28B |
QQQ, AAPL, SCHD, SPY, MSFT
|
13F-HR |
7/25/2023, 05:12 PM |
| Q1 2023 |
2,718 |
$1.99B |
+$160M |
-$430M |
-$270M |
AAPL, SCHD, VTV, QQQ, STPZ
|
13F-HR |
4/28/2023, 05:04 PM |
| Q4 2022 |
879 |
$2.15B |
+$455M |
-$71.2M |
+$384M |
AAPL, SCHD, BSV, QQQ, VTV
|
13F-HR |
2/10/2023, 01:06 PM |
| Q3 2022 |
757 |
$1.67B |
+$117M |
-$73M |
+$43.8M |
AAPL, BSV, QQQ, SCHD, VTV
|
13F-HR |
11/14/2022, 05:30 PM |
| Q2 2022 |
790 |
$1.73B |
+$186M |
-$824M |
-$638M |
AAPL, QQQ, BSV, VTV, SCHD
|
13F-HR |
8/9/2022, 05:36 PM |
| Q1 2022 |
826 |
$2.73B |
+$354M |
-$248M |
+$105M |
BSV, AAPL, VDE, VAW, VNQ
|
13F-HR |
5/4/2022, 04:22 PM |
| Q4 2021 |
809 |
$2.74B |
$0 |
$0 |
|
AAPL, VGT, VCR, VDE, VHT
|
13F-HR |
2/4/2022, 07:30 PM |