Q1 2022 |
191 |
$437M |
+$7.96M |
-$4.6M |
+$3.36M |
SPY, AAPL, MSFT, VEA, AMZN
|
13F-HR |
5/13/2022, 11:15 AM |
Q4 2021 |
195 |
$460M |
+$2.8M |
-$2.58M |
+$219K |
SPY, AAPL, MSFT, VEA, IVV
|
13F-HR |
2/11/2022, 01:44 PM |
Q3 2021 |
190 |
$448M |
+$437M |
-$249M |
+$188M |
SPY, MSFT, AAPL, VEA, JPM
|
13F-HR |
11/15/2021, 06:33 PM |
Q2 2021 |
45 |
$255M |
+$245M |
-$399M |
-$155M |
VCSH, SCHZ, VTV, VUG, VOE
|
13F-HR |
8/16/2021, 02:30 PM |
Q1 2021 |
187 |
$401M |
+$27.9M |
-$4.54M |
+$23.4M |
SPY, AAPL, VEA, MSFT, JPM
|
13F-HR |
5/14/2021, 10:39 AM |
Q4 2020 |
180 |
$357M |
+$25M |
-$7.33M |
+$17.7M |
SPY, AAPL, VEA, MSFT, JPM
|
13F-HR |
2/9/2021, 08:42 PM |
Q3 2020 |
169 |
$309M |
+$26M |
-$3.18M |
+$22.9M |
SPY, AAPL, MSFT, VEA, AMZN
|
13F-HR |
11/9/2020, 06:56 PM |
Q2 2020 |
165 |
$283M |
+$30.2M |
-$16.3M |
+$13.8M |
SPY, MSFT, AAPL, VEA, JPM
|
13F-HR |
8/10/2020, 06:22 PM |
Q1 2020 |
141 |
$227M |
+$22.7M |
-$8.25M |
+$14.4M |
SPY, VEA, MSFT, AAPL, JPM
|
13F-HR |
5/12/2020, 07:24 PM |
Q4 2019 |
158 |
$286M |
+$12.3M |
-$17M |
-$4.74M |
SPY, JPM, AAPL, MSFT, VEA
|
13F-HR |
1/23/2020, 06:58 PM |
Q3 2019 |
163 |
$278M |
+$10.9M |
-$4.55M |
+$6.39M |
SPY, VEA, JPM, MSFT, AAPL
|
13F-HR |
11/13/2019, 08:09 AM |
Q2 2019 |
164 |
$270M |
+$11.7M |
-$4.38M |
+$7.31M |
SPY, JPM, VEA, MSFT, AAPL
|
13F-HR |
7/18/2019, 03:06 PM |
Q1 2019 |
642 |
$272M |
+$27.8M |
-$8.32M |
+$19.5M |
SPY, JPM, MSFT, VEA, AAPL
|
13F-HR |
5/15/2019, 06:06 PM |
Q4 2018 |
630 |
$225M |
+$30.3M |
-$13.2M |
+$17M |
SPY, IEFA, JPM, MSFT, IWO
|
13F-HR |
2/12/2019, 07:09 PM |
Q3 2018 |
660 |
$253M |
+$7.82M |
-$6.82M |
+$1M |
SPY, VEA, JPM, AAPL, MSFT
|
13F-HR |
11/13/2018, 08:52 PM |
Q2 2018 |
654 |
$237M |
+$3.58M |
-$16.6M |
-$13M |
SPY, VEA, JPM, IWO, AAPL
|
13F-HR |
8/10/2018, 11:57 AM |
Q1 2018 |
668 |
$248M |
+$20.3M |
-$48.1M |
-$27.8M |
SPY, JPM, VEA, IWO, MSFT
|
13F-HR |
5/15/2018, 03:35 PM |
Q4 2017 |
183 |
$281M |
+$70.4M |
-$425K |
+$70M |
SPY, VEA, JPM, IWO, MSFT
|
13F-HR |
2/9/2018, 01:03 PM |
Q3 2017 |
143 |
$202M |
+$4.74M |
-$4.17M |
+$567K |
SPY, VEA, IWO, IJJ, IWR
|
13F-HR |
11/13/2017, 05:54 PM |
Q2 2017 |
650 |
$213M |
|
|
|
SPY, IWO, VEA, IJJ, IWR
|
13F-HR |
8/14/2017, 03:56 PM |