Q2 2024 |
1,711 |
$9.47B |
+$752M |
-$601M |
+$151M |
SECT, IVV, MSFT, BUYW, AAPL
|
13F-HR |
8/13/2024, 10:01 AM |
Q1 2024 |
1,677 |
$9.34B |
+$1.12B |
-$1B |
+$119M |
SECT, IVV, MSFT, BUYW, VTI
|
13F-HR |
5/9/2024, 09:51 AM |
Q4 2023 |
1,645 |
$8.61B |
+$954M |
-$1.34B |
-$382M |
SECT, MSFT, VTI, BUYW, AAPL
|
13F-HR |
2/9/2024, 03:58 PM |
Q3 2023 |
1,698 |
$8.27B |
+$587M |
-$1.46B |
-$870M |
SECT, IVV, VTI, AAPL, MSFT
|
13F-HR |
11/1/2023, 04:38 PM |
Q2 2023 |
1,668 |
$8.95B |
+$1.54B |
-$458M |
+$1.08B |
SECT, IVV, VTI, GSLC, MSFT
|
Restatement |
8/17/2023, 04:11 PM |
Q1 2023 |
1,612 |
$7.75B |
+$5.12B |
-$335M |
+$4.79B |
SECT, IVV, VTI, AAPL, MSFT
|
Restatement |
8/30/2023, 02:35 PM |
Q4 2022 |
795 |
$2.86B |
+$500M |
-$272M |
+$227M |
SECT, SPYV, IVV, VEA, BUYW
|
13F-HR |
2/8/2023, 02:11 PM |
Q3 2022 |
714 |
$2.51B |
+$433M |
-$244M |
+$188M |
SECT, IVV, VEA, OUNZ, VUG
|
13F-HR |
11/9/2022, 08:40 AM |
Q2 2022 |
677 |
$2.49B |
+$386M |
-$255M |
+$131M |
SECT, ITOT, VEA, IVV, OUNZ
|
13F-HR |
7/14/2022, 03:05 PM |
Q1 2022 |
690 |
$2.84B |
+$380M |
-$316M |
+$64.1M |
SECT, FNDX, VEA, IVV, IVW
|
13F-HR |
5/19/2022, 09:52 AM |
Q4 2021 |
696 |
$2.99B |
+$259M |
-$151M |
+$108M |
SECT, IVV, SPYG, VEA, VUG
|
13F-HR |
2/9/2022, 08:44 AM |
Q3 2021 |
637 |
$2.72B |
+$422M |
-$224M |
+$198M |
SECT, IVV, VEA, SPYG, VUG
|
13F-HR |
11/10/2021, 10:25 AM |
Q2 2021 |
613 |
$2.55B |
+$307M |
-$208M |
+$98.9M |
SECT, VEA, SPYG, VUG, PKW
|
13F-HR |
8/5/2021, 04:51 PM |
Q1 2021 |
548 |
$2.31B |
+$249M |
-$219M |
+$30.1M |
SECT, VEA, IJR, VUG, IVV
|
13F-HR |
5/17/2021, 01:08 PM |
Q4 2020 |
492 |
$2.14B |
+$295M |
-$262M |
+$33.6M |
SECT, IJR, VEA, VUG, IVV
|
13F-HR |
2/4/2021, 01:46 PM |
Q3 2020 |
439 |
$1.92B |
+$219M |
-$125M |
+$94.3M |
SECT, IVV, VEA, VUG, SPYG
|
13F-HR |
11/13/2020, 03:06 PM |
Q2 2020 |
1,960 |
$1.85B |
+$340M |
-$170M |
+$170M |
SECT, VEA, IVV, SPYG, VUG
|
Restatement |
8/19/2020, 04:01 PM |
Q1 2020 |
1,719 |
$1.45B |
+$682M |
-$245M |
+$437M |
SECT, IVV, VEA, SPYG, VUG
|
13F-HR |
5/15/2020, 10:22 AM |
Q4 2019 |
1,633 |
$1.27B |
|
|
|
IVV, VEA, SPYV, VTV, VUG
|
13F-HR |
2/14/2020, 04:30 PM |