Q2 2024 |
603 |
$1.47B |
+$126M |
-$70.2M |
+$55.8M |
VTV, VUG, AVUS, QUAL, AAPL
|
13F-HR |
7/26/2024, 02:00 PM |
Q1 2024 |
602 |
$1.41B |
+$174M |
-$55.5M |
+$118M |
VTV, AVUS, VUG, QUAL, SCHG
|
13F-HR |
4/23/2024, 10:05 AM |
Q4 2023 |
554 |
$1.21B |
+$136M |
-$108M |
+$27.9M |
VTV, AVUS, QUAL, AAPL, VUG
|
13F-HR |
1/25/2024, 12:04 PM |
Q3 2023 |
527 |
$1.08B |
+$124M |
-$39.9M |
+$83.8M |
VTV, AVUS, QUAL, AAPL, IBDO
|
13F-HR |
10/18/2023, 12:35 PM |
Q2 2023 |
535 |
$1.05B |
+$150M |
-$105M |
+$44.6M |
VTV, AVUS, AAPL, QUAL, IBDO
|
13F-HR |
10/18/2023, 12:28 PM |
Q1 2023 |
509 |
$971M |
+$137M |
-$59M |
+$78.1M |
ESGU, AVUS, SPLG, AAPL, VTV
|
13F-HR |
4/28/2023, 12:07 PM |
Q4 2022 |
505 |
$864M |
+$128M |
-$72.2M |
+$56.1M |
ESGU, SPLG, AVUS, AAPL, VTV
|
13F-HR |
1/26/2023, 10:45 AM |
Q3 2022 |
488 |
$830M |
+$125M |
-$31.4M |
+$94M |
SPY, SPLG, ESGU, AVUS, AAPL
|
13F-HR |
11/8/2022, 12:23 PM |
Q2 2022 |
497 |
$811M |
+$182M |
-$64.2M |
+$118M |
SPLG, ESGU, SPY, AAPL, AVUS
|
13F-HR |
8/12/2022, 02:54 PM |
Q1 2022 |
495 |
$859M |
+$193M |
-$51.1M |
+$141M |
SPLG, ESGU, AAPL, AVUS, MSFT
|
13F-HR |
8/12/2022, 03:02 PM |
Q4 2021 |
487 |
$792M |
+$144M |
-$25.8M |
+$119M |
ESGU, SPLG, AAPL, BOND, MSFT
|
13F-HR |
2/14/2022, 08:47 AM |
Q3 2021 |
391 |
$639M |
+$103M |
-$86.3M |
+$17.2M |
ESGU, SPLG, BOND, AAPL, TOTL
|
13F-HR |
11/12/2021, 10:48 AM |
Q2 2021 |
1,333 |
$631M |
+$182M |
-$43.9M |
+$138M |
ESGU, SPLG, BOND, MSFT, TOTL
|
13F-HR |
8/11/2021, 06:02 PM |
Q1 2021 |
288 |
$469M |
+$111M |
-$48.6M |
+$62.1M |
ESGU, SPLG, BOND, TOTL, AAPL
|
13F-HR |
5/10/2021, 04:00 PM |
Q4 2020 |
238 |
$397M |
+$105M |
-$45.7M |
+$59.2M |
ESGU, SPLG, BOND, AAPL, TOTL
|
13F-HR |
1/26/2021, 12:52 PM |
Q3 2020 |
209 |
$322M |
+$103M |
-$37.7M |
+$65.3M |
ESGU, SPLG, AAPL, BOND, AMZN
|
13F-HR |
10/27/2020, 11:13 AM |
Q2 2020 |
170 |
$281M |
+$127M |
-$36.1M |
+$91.1M |
SPLG, ESGU, QQQ, BOND, IVW
|
13F-HR |
7/20/2020, 01:46 PM |
Q1 2020 |
125 |
$167M |
+$80.1M |
-$20.9M |
+$59.3M |
ACWI, SPLG, AAPL, AMZN, VB
|
13F-HR |
4/20/2020, 11:53 AM |
Q4 2019 |
91 |
$142M |
+$22M |
-$4.13M |
+$17.9M |
VB, SPAB, SPTM, AAPL, AMZN
|
13F-HR |
1/10/2020, 09:00 AM |
Q3 2019 |
418 |
$130M |
+$29.1M |
-$14.6M |
+$14.5M |
VB, SPAB, SPTM, AAPL, AMZN
|
13F-HR |
10/16/2019, 04:20 PM |
Q2 2019 |
72 |
$117M |
+$7.11M |
-$3.46M |
+$3.66M |
VB, SPAB, SPTM, AMZN, MSFT
|
13F-HR |
7/9/2019, 02:54 PM |
Q1 2019 |
71 |
$110M |
+$47.9M |
-$11M |
+$37M |
VB, SPAB, SPTM, AMZN, SHW
|
13F-HR |
4/10/2019, 10:36 AM |
Q4 2018 |
51 |
$68.8M |
|
|
|
BRKB, AMZN, SHW, AAPL, SPAB
|
13F-HR |
2/13/2019, 10:51 AM |