| Q2 2024 |
59 |
$40.8M |
+$4.56M |
-$1.5M |
+$3.07M |
AAPL, LCTU, NVDA, MSFT, EFG
|
13F-HR |
8/13/2024, 04:29 PM |
| Q1 2024 |
56 |
$37.6M |
+$2.05M |
-$2.96M |
-$916K |
AAPL, LCTU, MSFT, NVDA, SPLG
|
13F-HR |
5/14/2024, 05:34 PM |
| Q4 2023 |
54 |
$35.4M |
+$2.88M |
-$108M |
-$105M |
AAPL, LCTU, SPLG, MSFT, EFG
|
13F-HR |
2/14/2024, 12:23 PM |
| Q3 2023 |
103 |
$131M |
+$2.05M |
-$332M |
-$330M |
AAPL, IWF, MSFT, IJH, NVDA
|
13F-HR |
10/24/2023, 04:57 PM |
| Q2 2023 |
178 |
$468M |
+$82.7M |
-$159M |
-$76M |
VOO, BSCQ, IUSB, BSCO, USFR
|
13F-HR |
8/11/2023, 10:44 AM |
| Q1 2023 |
245 |
$527M |
+$132M |
-$120M |
+$11.1M |
VOO, BSCQ, IUSB, IEMG, BSCO
|
13F-HR |
5/15/2023, 11:14 AM |
| Q4 2022 |
255 |
$492M |
+$110M |
-$118M |
-$8.76M |
VOO, IUSB, SPLG, BSCN, BSCO
|
13F-HR |
2/13/2023, 04:48 PM |
| Q3 2022 |
265 |
$472M |
+$149M |
-$117M |
+$32.1M |
VOO, SPLG, ESGU, IJR, BIL
|
13F-HR |
11/14/2022, 12:55 PM |
| Q2 2022 |
262 |
$470M |
+$126M |
-$144M |
-$17.4M |
SPLG, ESGU, SCHZ, EFV, BIL
|
13F-HR |
8/15/2022, 01:51 PM |
| Q1 2022 |
1,702 |
$549M |
+$209M |
-$139M |
+$69.3M |
SPLG, ESGU, BIL, EFV, IJR
|
13F-HR |
5/10/2022, 03:18 PM |
| Q4 2021 |
260 |
$504M |
$0 |
$0 |
|
ESGU, VOO, AAPL, IEFA, EFG
|
13F-HR |
6/13/2022, 10:14 AM |