Q2 2022 |
628 |
$1.01B |
+$414M |
-$87.3M |
+$327M |
VUG, VTV, AMZN, VCSH, HYZD
|
13F-HR |
9/9/2022, 03:40 PM |
Q1 2022 |
623 |
$1.27B |
+$96.7M |
-$139M |
-$42.3M |
AAPL, VUG, AMZN, VTV, MSFT
|
13F-HR |
5/10/2022, 04:20 PM |
Q4 2021 |
650 |
$1.43B |
+$97.7M |
-$34.5M |
+$63.2M |
AAPL, VUG, AMZN, VTV, MSFT
|
13F-HR |
2/10/2022, 05:07 AM |
Q3 2021 |
633 |
$1.3B |
+$441M |
-$22.3M |
+$418M |
VUG, AAPL, AMZN, VTV, SPY
|
13F-HR |
11/12/2021, 06:10 AM |
Q2 2021 |
419 |
$898M |
+$86.8M |
-$83.8M |
+$3M |
AAPL, AMZN, SPY, BOND, HYZD
|
13F-HR |
8/11/2021, 07:21 PM |
Q1 2021 |
430 |
$850M |
+$187M |
-$101M |
+$86.7M |
AAPL, AMZN, SPY, VCSH, BOND
|
13F-HR |
5/17/2021, 04:29 PM |
Q4 2020 |
379 |
$749M |
+$55.8M |
-$97M |
-$41.3M |
AAPL, AMZN, VCSH, SPY, CSM
|
13F-HR |
2/11/2021, 04:17 PM |
Q3 2020 |
413 |
$824M |
+$261M |
-$159M |
+$102M |
AAPL, AMZN, VCSH, SPY, AMT
|
13F-HR |
11/12/2020, 05:08 AM |
Q2 2020 |
415 |
$891M |
+$127M |
-$267M |
-$139M |
VUG, VCSH, MSFT, EFA, CMF
|
13F-HR |
8/14/2020, 05:51 PM |
Q1 2020 |
510 |
$948M |
+$474M |
-$34.7M |
+$439M |
VCSH, AAPL, VUG, AMZN, MSFT
|
13F-HR |
5/15/2020, 11:35 AM |
Q4 2019 |
396 |
$651M |
+$84.2M |
-$15.9M |
+$68.3M |
VCSH, VUG, VTV, AAPL, BOND
|
13F-HR |
2/14/2020, 04:13 PM |
Q3 2019 |
387 |
$570M |
+$41.5M |
-$36.3M |
+$5.19M |
VCSH, VUG, VTV, AAPL, CSM
|
13F-HR |
11/15/2019, 11:17 AM |
Q2 2019 |
393 |
$583M |
+$51.1M |
-$36.8M |
+$14.3M |
VCSH, VUG, VTV, AAPL, AMZN
|
13F-HR |
8/14/2019, 05:18 PM |
Q1 2019 |
394 |
$574M |
+$90M |
-$27.1M |
+$62.9M |
VCSH, VUG, VTV, AAPL, AMZN
|
13F-HR |
5/17/2019, 11:24 AM |
Q4 2018 |
343 |
$474M |
+$167M |
-$18.4M |
+$149M |
VCSH, VUG, VTV, CSM, BIV
|
13F-HR |
2/15/2019, 06:31 PM |
Q3 2018 |
327 |
$406M |
|
|
|
VUG, VTV, VCSH, CSM, AAPL
|
13F-HR |
11/16/2018, 03:23 PM |
Q2 2018 |
|
|
|
|
|
|
13F-NT |
8/14/2018, 04:20 PM |
Q1 2016 |
129 |
$66.9M |
+$14.7M |
-$11.9M |
+$2.73M |
MO, AAPL, DOC, GOOGL, IVE
|
13F-HR |
4/12/2016, 08:09 AM |
Q4 2015 |
151 |
$78.3M |
+$20.2M |
-$7.75M |
+$12.4M |
MO, FTSL, AAPL, FDN, FXG
|
13F-HR |
1/8/2016, 02:25 PM |
Q3 2015 |
146 |
$70.5M |
+$10.1M |
-$7.36M |
+$2.75M |
MO, FXG, META, FXH, AAPL
|
13F-HR |
10/13/2015, 10:59 AM |
Q2 2015 |
968 |
$125M |
+$21.4M |
-$18.8M |
+$2.58M |
AAPL, MO, SHXXXX, FXH, DOC
|
13F-HR |
7/14/2015, 03:08 PM |
Q1 2015 |
963 |
$133M |
+$32.2M |
-$16.6M |
+$15.6M |
AAPL, MO, DOC, FXH, PDPXXXX
|
13F-HR |
4/13/2015, 10:41 AM |
Q4 2014 |
945 |
$122M |
+$23.5M |
-$27.1M |
-$3.58M |
AAPL, MO, SPY, FXL, DOC
|
13F-HR |
1/28/2015, 09:11 AM |
Q3 2014 |
975 |
$133M |
+$25.8M |
-$30.7M |
-$4.91M |
FXH, MO, FXO, FXL, AAPL
|
13F-HR |
10/3/2014, 01:34 PM |
Q2 2014 |
1,044 |
$154M |
+$40.3M |
-$17.4M |
+$22.9M |
FXH, FXL, FXR, AAPL, MO
|
13F-HR |
7/16/2014, 05:39 PM |
Q1 2014 |
1,035 |
$135M |
|
|
|
FXL, FXO, FXN, GPORQ, FXZ
|
13F-HR |
6/12/2014, 03:44 PM |