Q2 2024 |
67 |
$129M |
+$6.45M |
-$8.09M |
-$1.64M |
ITOT, AAPL, VTI, VOE, ICE
|
13F-HR |
7/26/2024, 02:36 PM |
Q1 2024 |
67 |
$129M |
+$2.88M |
-$2.12M |
+$763K |
ITOT, VTI, AAPL, VOE, ICE
|
13F-HR |
4/24/2024, 05:50 PM |
Q4 2023 |
65 |
$121M |
+$3.5M |
-$3M |
+$502K |
ITOT, AAPL, VTI, VOE, ICE
|
13F-HR |
1/23/2024, 04:35 PM |
Q3 2023 |
62 |
$110M |
+$3.13M |
-$993K |
+$2.14M |
ITOT, AAPL, VTI, VOE, PULS
|
13F-HR |
10/31/2023, 02:06 PM |
Q2 2023 |
63 |
$112M |
+$2.94M |
-$2.38M |
+$554K |
ITOT, AAPL, VTI, VOE, ICE
|
13F-HR |
7/17/2023, 04:54 PM |
Q1 2023 |
60 |
$106M |
+$1.53M |
-$20.9M |
-$19.4M |
ITOT, AAPL, VTI, VOE, BIV
|
13F-HR |
4/25/2023, 04:51 PM |
Q4 2022 |
74 |
$118M |
+$4.87M |
-$4.27M |
+$601K |
ITOT, AAPL, VTI, VOE, BIV
|
13F-HR |
2/14/2023, 11:22 AM |
Q3 2022 |
73 |
$111M |
+$23M |
-$4.59M |
+$18.4M |
ITOT, AAPL, VTI, VOE, BIV
|
13F-HR |
11/14/2022, 11:18 AM |
Q2 2022 |
61 |
$98.7M |
+$11.1M |
-$1.65M |
+$9.46M |
ITOT, AAPL, VOE, VTI, ICE
|
13F-HR |
8/8/2022, 02:33 PM |
Q1 2022 |
56 |
$106M |
+$4.11M |
-$2.98M |
+$1.12M |
ITOT, AAPL, VOE, ICE, VTI
|
13F-HR |
4/21/2022, 04:01 PM |
Q4 2021 |
54 |
$107M |
$0 |
$0 |
|
ITOT, AAPL, VTI, ICE, VOE
|
13F-HR |
4/5/2022, 04:00 PM |