Q3 2024 |
458 |
$1.28B |
+$537M |
-$35.1M |
+$502M |
IVV, AAPL, AGG, JEPI, SCHD
|
13F-HR |
10/15/2024, 09:00 AM |
Q2 2024 |
303 |
$737M |
+$36M |
-$101M |
-$65M |
IVV, AGG, JEPI, AAPL, QQQM
|
13F-HR |
8/8/2024, 04:27 PM |
Q1 2024 |
330 |
$797M |
+$488M |
-$10.7M |
+$477M |
AGG, IVV, JEPI, AAPL, QQQM
|
13F-HR |
5/1/2024, 08:54 AM |
Q4 2023 |
202 |
$299M |
+$76.1M |
-$17M |
+$59M |
IVV, JEPI, AAPL, SPY, MSFT
|
13F-HR |
2/13/2024, 12:59 PM |
Q3 2023 |
147 |
$218M |
+$65.7M |
-$4.93M |
+$60.8M |
IVV, SPY, AAPL, IWM, MSFT
|
13F-HR |
11/13/2023, 07:30 PM |
Q2 2023 |
105 |
$163M |
+$3.75M |
-$8.39M |
-$4.64M |
IVV, IWM, SDY, AAPL, AVDV
|
13F-HR |
7/25/2023, 10:05 AM |
Q1 2023 |
104 |
$158M |
+$7.94M |
-$7.44M |
+$505K |
IVV, IWM, SDY, JPST, AVDV
|
13F-HR |
4/24/2023, 06:07 AM |
Q4 2022 |
101 |
$150M |
+$23.3M |
-$3.11M |
+$20.2M |
IVV, SDY, JPST, IWM, DAUG
|
13F-HR |
2/8/2023, 11:18 AM |
Q3 2022 |
96 |
$122M |
+$17.7M |
-$1.56M |
+$16.2M |
IVV, JPST, SDY, DAUG, IWM
|
13F-HR |
10/17/2022, 06:06 AM |
Q2 2022 |
88 |
$115M |
+$8.69M |
-$5.75M |
+$2.94M |
IVV, SDY, JPST, IWM, AAPL
|
13F-HR |
7/25/2022, 12:46 PM |
Q1 2022 |
94 |
$135M |
+$8.81M |
-$5.55M |
+$3.25M |
IVV, SDY, JPST, AMZN, AAPL
|
13F-HR |
4/19/2022, 05:03 PM |
Q4 2021 |
97 |
$132M |
$0 |
$0 |
|
IVV, SDY, JPST, IWM, AAPL
|
13F-HR |
2/10/2022, 02:28 PM |