| Q2 2024 |
112 |
$152M |
+$6.87M |
-$2.58M |
+$4.29M |
IVW, MRK, AAPL, SUSL, MSFT
|
13F-HR |
8/6/2024, 04:00 PM |
| Q1 2024 |
109 |
$146M |
+$6.67M |
-$6.61M |
+$59.5K |
MRK, IVW, SUSL, AAPL, IVV
|
13F-HR |
4/25/2024, 02:05 PM |
| Q4 2023 |
111 |
$135M |
+$9.89M |
-$7.14M |
+$2.74M |
MRK, IVW, AAPL, SUSL, OEF
|
13F-HR |
2/6/2024, 03:19 PM |
| Q3 2023 |
99 |
$122M |
+$6.41M |
-$6.64M |
-$230K |
MRK, IVW, AAPL, SUSL, IVV
|
13F-HR |
11/13/2023, 04:04 PM |
| Q2 2023 |
103 |
$128M |
+$1.46M |
-$1.73M |
-$264K |
MRK, AAPL, IVW, SUSL, OEF
|
13F-HR |
8/3/2023, 07:45 PM |
| Q1 2023 |
100 |
$121M |
+$6.91M |
-$11.3M |
-$4.44M |
MRK, IVW, AAPL, SUSL, OEF
|
13F-HR |
8/7/2023, 02:09 PM |
| Q4 2022 |
105 |
$120M |
+$9.65M |
-$7.42M |
+$2.23M |
MRK, IVW, SUSL, AAPL, IVV
|
13F-HR |
2/6/2023, 06:34 PM |
| Q3 2022 |
97 |
$107M |
+$16.5M |
-$17.4M |
-$867K |
MRK, IVW, AAPL, SUSL, OEF
|
13F-HR |
10/24/2022, 03:47 PM |
| Q2 2022 |
104 |
$115M |
+$12.6M |
-$13M |
-$404K |
ESGU, MRK, IVW, IVV, AAPL
|
13F-HR |
8/26/2022, 03:08 PM |
| Q1 2022 |
110 |
$131M |
+$16.4M |
-$14.1M |
+$2.33M |
IVW, ESGU, MRK, IVV, AAPL
|
13F-HR |
8/26/2022, 03:08 PM |
| Q4 2021 |
104 |
$134M |
$0 |
$0 |
|
IVW, ESGU, IVV, AAPL, MRK
|
13F-HR |
8/15/2022, 01:09 PM |