Q2 2024 |
1,099 |
$3.28B |
+$395M |
-$258M |
+$137M |
AAPL, IVV, NVDA, MSFT, VONG
|
13F-HR |
7/19/2024, 02:16 PM |
Q1 2024 |
1,110 |
$3.17B |
+$409M |
-$329M |
+$79.5M |
AAPL, IVV, MSFT, NVDA, VONG
|
13F-HR |
5/2/2024, 12:42 PM |
Q4 2023 |
1,067 |
$2.89B |
+$834M |
-$123M |
+$711M |
AAPL, MSFT, AGG, QQQ, VONG
|
13F-HR |
2/6/2024, 05:23 PM |
Q3 2023 |
1,013 |
$1.99B |
+$323M |
-$331M |
-$8.28M |
AAPL, BIL, MSFT, VIG, SCHX
|
13F-HR |
11/14/2023, 01:35 PM |
Q2 2023 |
940 |
$2.07B |
+$451M |
-$83.4M |
+$367M |
AAPL, VIG, MSFT, IVV, NVDA
|
13F-HR |
8/4/2023, 11:18 AM |
Q1 2023 |
869 |
$1.63B |
+$245M |
-$91.2M |
+$154M |
AAPL, VTV, MSFT, VIG, IVV
|
13F-HR |
5/15/2023, 08:48 PM |
Q4 2022 |
852 |
$1.41B |
+$197M |
-$54.3M |
+$143M |
IVV, AAPL, MSFT, QQQ, IJR
|
13F-HR |
2/15/2023, 10:17 AM |
Q3 2022 |
813 |
$1.21B |
+$178M |
-$56.3M |
+$122M |
AAPL, IVV, MSFT, AMZN, QQQ
|
13F-HR |
11/8/2022, 12:30 PM |
Q2 2022 |
754 |
$1.2B |
+$129M |
-$59M |
+$70.4M |
AAPL, QQQ, MSFT, AMZN, IVV
|
13F-HR |
8/11/2022, 04:36 PM |
Q1 2022 |
757 |
$1.4B |
+$335M |
-$72.8M |
+$262M |
AAPL, QQQ, MSFT, AMZN, IVV
|
13F-HR |
5/16/2022, 02:33 PM |
Q4 2021 |
739 |
$1.21B |
+$573M |
-$139M |
+$433M |
MSFT, IJR, IVV, NVDA, BND
|
13F-HR |
2/14/2022, 03:37 PM |
Q3 2021 |
471 |
$730M |
+$195M |
-$14.7M |
+$180M |
AAPL, QQQ, AMZN, MSFT, BND
|
13F-HR |
11/15/2021, 05:02 PM |
Q2 2021 |
361 |
$559M |
+$46M |
-$48.6M |
-$2.63M |
AAPL, QQQ, BND, AMZN, IJR
|
13F-HR |
8/12/2021, 08:43 AM |
Q1 2021 |
335 |
$517M |
+$261M |
-$120M |
+$141M |
AAPL, QQQ, BND, IJR, AMZN
|
13F-HR |
5/14/2021, 06:39 PM |
Q4 2020 |
198 |
$367M |
+$192M |
-$31.9M |
+$160M |
AAPL, QQQ, BND, IJR, OPER
|
13F-HR |
1/29/2021, 04:06 PM |
Q3 2020 |
159 |
$223M |
+$57.8M |
-$2.28M |
+$55.6M |
QQQ, BND, AAPL, IJR, SHOP
|
13F-HR |
11/3/2020, 08:11 AM |
Q2 2020 |
675 |
$181M |
+$96.2M |
-$28.2M |
+$68M |
QQQ, BND, IJR, AAPL, VTV
|
13F-HR |
8/14/2020, 04:15 PM |
Q1 2020 |
60 |
$97.4M |
+$58M |
-$41.6M |
+$16.5M |
SPY, BND, IJR, AAPL, MUB
|
13F-HR |
5/8/2020, 03:43 PM |
Q4 2019 |
72 |
$113M |
+$10.5M |
-$612K |
+$9.85M |
SCHX, SCHZ, SCHA, AAPL, MLPXXXXX
|
13F-HR |
1/30/2020, 10:40 AM |
Q3 2019 |
65 |
$95.4M |
+$13.8M |
-$1.37M |
+$12.4M |
SCHX, SCHZ, SCHA, AAPL, MUB
|
13F-HR |
11/14/2019, 09:54 AM |
Q2 2019 |
98 |
$87.1M |
+$10M |
-$1.06M |
+$8.94M |
SCHX, SCHZ, SCHA, AAPL, MLPXXXXX
|
13F-HR |
8/14/2019, 08:39 AM |
Q1 2019 |
51 |
$75.8M |
+$27.9M |
-$56.4M |
-$28.5M |
SCHX, SCHZ, SCHA, AAPL, SCHF
|
13F-HR |
5/14/2019, 07:58 PM |
Q4 2018 |
41 |
$107M |
|
|
|
SCHZ, SCHM, SCHA, SCHD, SCHC
|
13F-HR |
2/13/2019, 06:42 AM |