Q3 2024 |
214 |
$785M |
+$23.5M |
-$6.37M |
+$17.2M |
IVV, QQQ, AAPL, SCHD, QQQM
|
13F-HR |
10/25/2024, 12:55 PM |
Q2 2024 |
206 |
$727M |
+$21.4M |
-$6.57M |
+$14.8M |
IVV, QQQ, AAPL, SCHD, QQQM
|
13F-HR |
7/30/2024, 02:00 PM |
Q1 2024 |
212 |
$701M |
+$32.4M |
-$6.07M |
+$26.3M |
IVV, QQQ, SCHD, AAPL, VIG
|
13F-HR |
4/25/2024, 02:55 PM |
Q4 2023 |
205 |
$652M |
+$33.2M |
-$22.7M |
+$10.6M |
IVV, QQQ, AAPL, SCHD, SPAB
|
13F-HR |
1/29/2024, 03:51 PM |
Q3 2023 |
196 |
$584M |
+$32.8M |
-$19.7M |
+$13M |
IVV, SCHD, QQQ, AAPL, SPAB
|
13F-HR |
10/31/2023, 03:29 PM |
Q2 2023 |
192 |
$596M |
+$23.7M |
-$17.4M |
+$6.29M |
IVV, AAPL, SCHD, QQQ, SPAB
|
13F-HR |
7/27/2023, 01:20 PM |
Q1 2023 |
190 |
$560M |
+$37.2M |
-$29.9M |
+$7.38M |
IVV, SCHD, AAPL, QQQ, CWI
|
13F-HR |
4/25/2023, 03:31 PM |
Q4 2022 |
190 |
$521M |
$0 |
$0 |
|
IVV, SCHD, QQQ, CWI, AAPL
|
13F-HR |
2/2/2023, 03:46 PM |