Q1 2024 |
204 |
$527M |
+$33.8M |
-$110M |
-$75.8M |
VOO, XBIL, VUG, VEA, VB, AGG |
13F-HR |
5/8/2024, 10:18 AM |
Q4 2023 |
244 |
$571M |
+$23.4M |
-$72.4M |
-$49M |
VOO, VUG, VB, VEA, XBIL, AVUV |
13F-HR |
1/17/2024, 09:45 AM |
Q3 2023 |
240 |
$560M |
+$60.7M |
-$39.1M |
+$21.6M |
VOO, VEA, VUG, VB, XBIL, AVUV |
13F-HR |
10/10/2023, 03:50 PM |
Q2 2023 |
244 |
$563M |
+$23.1M |
-$6.09M |
+$17M |
VOO, VEA, VUG, VO, VB, AVUV |
13F-HR |
7/20/2023, 12:20 PM |
Q1 2023 |
223 |
$514M |
+$32.2M |
-$21.6M |
+$10.6M |
VOO, VEA, VO, VB, VUG, AVUV |
13F-HR |
4/26/2023, 11:55 AM |
Q4 2022 |
214 |
$428M |
+$43.7M |
-$10.3M |
+$33.4M |
VOO, VEA, VO, VUG, AVUV, SPTS |
13F-HR |
1/20/2023, 11:52 AM |
Q3 2022 |
215 |
$419M |
+$36.2M |
-$6.97M |
+$29.2M |
VOO, VEA, VO, VB, VUG, SPTS |
13F-HR |
10/12/2022, 11:40 AM |
Q2 2022 |
207 |
$419M |
+$25M |
-$8.05M |
+$17M |
VOO, VEA, VO, VB, VUG, SPTS |
13F-HR |
7/12/2022, 11:47 AM |
Q1 2022 |
219 |
$498M |
+$50.1M |
-$11.6M |
+$38.4M |
VOO, VEA, VO, VB, VUG, AAPL |
13F-HR |
4/18/2022, 05:20 PM |
Q4 2021 |
216 |
$499M |
+$197M |
-$29M |
+$168M |
VOO, VEA, VO, VUG, VB, AAPL |
13F-HR |
1/31/2022, 02:58 PM |
Q3 2021 |
212 |
$323M |
+$49.1M |
-$29.8M |
+$19.3M |
AAPL, SPTS, QQQ, AVUS, SQ, VEA |
13F-HR |
11/15/2021, 01:28 PM |
Q2 2021 |
231 |
$339M |
+$60.6M |
-$6.73M |
+$53.9M |
SPTS, AAPL, MSFT, QQQ, SQ, VEA |
13F-HR |
7/23/2021, 03:21 PM |
Q1 2021 |
200 |
$274M |
+$42.3M |
-$15.8M |
+$26.5M |
SPTS, AAPL, MSFT, QQQ, SQ, MSTR |
13F-HR |
4/12/2021, 11:04 AM |
Q4 2020 |
219 |
$254M |
+$51.9M |
-$13.4M |
+$38.5M |
SPTS, AAPL, MSFT, SQ, VEA, META |
13F-HR |
1/25/2021, 02:25 PM |
Q3 2020 |
197 |
$191M |
+$49.1M |
-$6.21M |
+$42.9M |
SPTS, QQQ, SQ, META, BABA, AAPL |
13F-HR |
10/15/2020, 01:01 PM |
Q2 2020 |
185 |
$143M |
+$30.1M |
-$7.35M |
+$22.8M |
QQQ, SPTS, AAPL, MSFT, IGSB, AMZN |
13F-HR |
7/10/2020, 11:46 AM |
Q1 2020 |
158 |
$101M |
+$15.2M |
-$5.37M |
+$9.86M |
QQQ, SPTS, AAPL, MSFT, IGSB, MMC |
13F-HR |
4/15/2020, 11:42 AM |
Q4 2019 |
160 |
$119M |
|
|
|
QQQ, SPTS, AAPL, MMC, XOM, IWV |
13F-HR |
1/27/2020, 09:07 AM |