Q3 2024 |
298 |
$195M |
+$7.87M |
-$23.3M |
-$15.4M |
AAPL, VUG, VTV, MSFT, VXUS
|
13F-HR |
10/15/2024, 09:24 AM |
Q2 2024 |
730 |
$198M |
+$15.1M |
-$5.92M |
+$9.21M |
AAPL, VUG, VTV, MSFT, VXUS
|
13F-HR |
7/12/2024, 08:55 AM |
Q1 2024 |
740 |
$193M |
+$37.1M |
-$5.3M |
+$31.8M |
VUG, AAPL, VTV, MSFT, NNBR
|
13F-HR |
4/16/2024, 09:11 AM |
Q4 2023 |
291 |
$150M |
+$16.4M |
-$17.8M |
-$1.37M |
AAPL, VUG, VTV, VXUS, KTOS
|
13F-HR |
1/12/2024, 08:59 AM |
Q3 2023 |
595 |
$137M |
+$9.76M |
-$8.27M |
+$1.49M |
AAPL, VUG, VTV, VXUS, KTOS
|
13F-HR |
10/13/2023, 02:36 PM |
Q2 2023 |
550 |
$140M |
+$10.9M |
-$6.07M |
+$4.87M |
AAPL, VUG, VTV, VXUS, MSFT
|
13F-HR |
8/4/2023, 08:45 AM |
Q1 2023 |
553 |
$127M |
+$24.8M |
-$58.8M |
-$34M |
AAPL, VTV, VUG, VXUS, MDU
|
13F-HR |
5/10/2023, 01:53 PM |
Q4 2022 |
786 |
$157M |
$0 |
$0 |
|
VTV, AAPL, VUG, VXUS, JPM
|
13F-HR |
2/14/2023, 04:15 PM |