| Q1 2024 |
966 |
$158M |
+$15.3M |
-$20.6M |
-$5.31M |
AAPL, VEA, IVV, MSFT, TSLA, DVY |
13F-HR |
5/8/2024, 02:05 PM |
| Q4 2023 |
790 |
$143M |
+$29.7M |
-$102M |
-$72.5M |
AAPL, VEA, TSLA, IVV, BILS, VTIP |
13F-HR |
2/8/2024, 11:28 AM |
| Q3 2023 |
893 |
$215M |
+$50.6M |
-$4.93M |
+$45.7M |
VEA, IVV, VWO, VTIP, AAPL, VCSH |
13F-HR |
11/13/2023, 03:24 PM |
| Q2 2023 |
835 |
$175M |
+$7.82M |
-$17.8M |
-$9.96M |
IVV, VEA, VWO, VTIP, MSFT, ICSH |
13F-HR |
8/10/2023, 10:17 AM |
| Q1 2023 |
903 |
$182M |
+$19.6M |
-$21.1M |
-$1.52M |
VEA, IVV, VWO, ICSH, VTIP, GBDC |
RESTATEMENT |
4/26/2023, 03:24 PM |
| Q4 2022 |
927 |
$178M |
+$35.1M |
-$25.3M |
+$9.73M |
IVV, VEA, VWO, VTIP, GBDC, MSFT |
13F-HR |
1/26/2023, 01:06 PM |
| Q3 2022 |
805 |
$162M |
+$25.5M |
-$14.8M |
+$10.7M |
IVV, VEA, ICSH, VWO, SCZ, AAPL |
13F-HR |
11/22/2022, 04:45 PM |
| Q2 2022 |
1,101 |
$163M |
+$68M |
-$7.22M |
+$60.8M |
IVV, VEA, ICSH, FLOT, VWO, MSFT |
13F-HR |
8/19/2022, 12:42 PM |
| Q1 2022 |
284 |
$123M |
+$13M |
-$12.4M |
+$635K |
IVV, VEA, ICSH, VWO, FLOT, MSFT |
13F-HR |
5/11/2022, 12:09 PM |
| Q4 2021 |
981 |
$154M |
|
|
|
IVV, VEA, ICSH, VWO, MSFT, UBER |
13F-HR |
1/21/2022, 03:54 PM |
| Q3 2021 |
742 |
$98.5M |
|
|
|
IVV, UBER, EFAV, VCSH, MSFT, AMZN |
13F-HR |
11/12/2021, 11:10 AM |
| Q2 2021 |
540 |
$54.5M |
|
|
|
EFAV, MSFT, IGMS, BND, IWB, AMZN |
13F-HR |
7/30/2021, 03:50 PM |