| Q2 2024 |
88 |
$176M |
+$6.76M |
-$1.56M |
+$5.2M |
IVV, VCIT, AMZN, BRKB, SPYG
|
13F-HR |
8/13/2024, 03:06 PM |
| Q1 2024 |
85 |
$171M |
+$6.97M |
-$228K |
+$6.74M |
IVV, VCIT, AMZN, BRKB, SPYG
|
13F-HR |
5/6/2024, 08:55 PM |
| Q4 2023 |
80 |
$153M |
+$8.99M |
-$5.6M |
+$3.39M |
IVV, VCIT, AMZN, BRKB, SPYG
|
13F-HR |
2/12/2024, 09:18 AM |
| Q3 2023 |
77 |
$136M |
+$2.43M |
-$1.26M |
+$1.17M |
IVV, VCIT, AMZN, BRKB, SPYG
|
13F-HR |
11/8/2023, 05:52 PM |
| Q2 2023 |
81 |
$139M |
+$1.61M |
-$3.04M |
-$1.43M |
IVV, VCIT, AMZN, BRKB, SPYG
|
13F-HR |
8/10/2023, 11:21 AM |
| Q1 2023 |
80 |
$134M |
+$8.61M |
-$1.77M |
+$6.84M |
VCIT, IVV, BRKB, AMZN, SPYG
|
13F-HR |
5/11/2023, 11:37 AM |
| Q4 2022 |
71 |
$121M |
+$16.7M |
-$8.35M |
+$8.32M |
IVV, VCIT, BRKB, SPYG, AMZN
|
13F-HR |
2/13/2023, 11:37 AM |
| Q3 2022 |
70 |
$108M |
+$12.3M |
-$2.69M |
+$9.59M |
IVV, AMZN, BRKB, SPYG, VTEB
|
13F-HR |
11/1/2022, 04:06 PM |
| Q2 2022 |
71 |
$105M |
+$15.6M |
-$3.21M |
+$12.4M |
IVV, AMZN, BRKB, SPYG, JNJ
|
13F-HR |
8/1/2022, 12:08 PM |
| Q1 2022 |
70 |
$119M |
+$4.02M |
-$1.04M |
+$2.98M |
IVV, AMZN, BRKB, SPYG, VUSB
|
13F-HR |
5/12/2022, 06:10 PM |
| Q4 2021 |
70 |
$120M |
$0 |
$0 |
|
IVV, AMZN, SPYG, BRKB, VUSB
|
13F-HR |
2/1/2022, 10:41 AM |