Q3 2024 |
116 |
$125M |
+$2.83M |
-$1.32M |
+$1.51M |
AAPL, VTV, SPY, VUG, MSFT
|
13F-HR |
11/15/2024, 04:43 PM |
Q2 2024 |
111 |
$117M |
+$3.66M |
-$999K |
+$2.67M |
AAPL, VUG, SPY, VTV, MSFT
|
13F-HR |
8/13/2024, 03:32 PM |
Q1 2024 |
111 |
$113M |
+$2.43M |
-$1.92M |
+$507K |
AAPL, VTV, VUG, SPY, MSFT
|
13F-HR |
5/13/2024, 06:03 PM |
Q4 2023 |
109 |
$105M |
+$1.4M |
-$1.29M |
+$109K |
AAPL, VTV, SPY, VUG, VEA
|
13F-HR |
2/7/2024, 12:40 PM |
Q3 2023 |
106 |
$96M |
+$2.28M |
-$1.72M |
+$566K |
AAPL, VTV, SPY, VUG, VEA
|
13F-HR |
11/16/2023, 03:35 PM |
Q2 2023 |
105 |
$101M |
+$556K |
-$4.38M |
-$3.82M |
AAPL, SPY, VTV, VUG, VEA
|
13F-HR |
7/27/2023, 05:40 PM |
Q1 2023 |
105 |
$98.7M |
+$1.32M |
-$4.07M |
-$2.75M |
AAPL, VTV, VEA, SPY, XLV
|
13F-HR |
6/9/2023, 04:03 PM |
Q4 2022 |
102 |
$94.4M |
+$2.15M |
-$2.11M |
+$37.2K |
AAPL, XLV, VTV, SPY, VEA
|
13F-HR |
2/22/2023, 11:41 AM |
Q3 2022 |
103 |
$89.5M |
+$3.58M |
-$1.07M |
+$2.51M |
AAPL, XLV, VTV, SPY, MSFT
|
13F-HR |
11/15/2022, 12:12 PM |
Q2 2022 |
105 |
$94M |
+$4.32M |
-$3.24M |
+$1.08M |
AAPL, XLV, MSFT, SPY, VTV
|
13F-HR |
8/12/2022, 10:03 AM |
Q1 2022 |
107 |
$108M |
+$7.46M |
-$3.63M |
+$3.83M |
AAPL, XLV, MSFT, SPY, VTV
|
13F-HR |
5/16/2022, 07:05 PM |
Q4 2021 |
102 |
$110M |
$0 |
$0 |
|
AAPL, MSFT, XLV, XLF, GOOGL
|
13F-HR |
2/11/2022, 04:57 PM |